Tax Manager
3 weeks ago
Job Summary:
We are seeking a highly skilled Tax Manager to lead our tax and financial planning services. The ideal candidate will have extensive knowledge of tax regulations and financial planning strategies, with a focus on providing integrated tax and financial planning services to our clients.
Key Responsibilities:
- Oversee and manage the preparation and review of complex individual, corporate, partnership, and fiduciary tax returns.
- Develop and implement tax planning strategies to minimize tax liabilities and maximize client wealth.
- Stay updated on federal, state, and local tax laws and regulations and ensure compliance.
- Provide comprehensive financial planning services, including retirement planning, estate planning, investment strategies, and risk management.
- Work closely with clients to understand their financial goals and develop personalized plans to achieve those goals.
- Analyze clients' financial status, develop financial models, and present detailed financial plans.
- Build and maintain strong client relationships, ensuring a high level of client satisfaction.
- Serve as the primary point of contact for tax and financial planning clients.
- Conduct client meetings to discuss tax and financial planning strategies, address concerns, and provide updates.
- Mentor and develop junior tax and financial planning staff.
- Delegate tasks effectively and ensure high-quality work output from the team.
- Conduct training sessions on tax regulations and financial planning techniques.
- Assist in the growth and development of the firm's tax and financial planning services.
- Identify opportunities for new client acquisition and cross-selling additional services.
- Participate in networking events and industry associations to promote the firm.
Qualifications:
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA certification required; CFP designation preferred.
- Minimum of 7-10 years of experience in tax management and financial planning, preferably within a CPA firm.
- Proven track record of managing complex tax and financial planning engagements.
Skills and Abilities:
- In-depth knowledge of tax regulations and financial planning principles.
- Excellent analytical and problem-solving skills.
- Strong interpersonal and communication skills.
- Proficiency in tax preparation software and financial planning tools.
- Ability to manage multiple priorities and meet deadlines.
- High level of integrity and professionalism.
- Strong client service orientation.
- Leadership and team-building capabilities.
- Detail-oriented and organized.
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