Tax Manager
3 weeks ago
We are seeking a highly skilled Tax Manager to join our team at Spartan Placements LLC. As a Tax Manager, you will be responsible for reviewing complex Federal and multi-state tax returns, as well as gift tax returns and tax workpapers. You will also deliver clear requests for information to clients and research Federal, state, and cross-border tax issues.
The ideal candidate will have a Bachelor's degree in Accounting, Finance, or Taxation, and a minimum of 7 years of experience in taxation. You will also have strong working knowledge of Microsoft Office Suite and excellent analytical and problem-solving skills.
As a Tax Manager, you will work closely with the management team to mentor, train, and supervise staff. You will also strategize with partners and client engagement teams on tax planning and manage deadlines and client work. We offer a hybrid schedule and are an equal opportunity employer.
Responsibilities:
- Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
- Review gift tax returns
- Review quarterly and year-end tax projections
- Review tax workpapers
- Deliver clear requests for information via phone or email directly to clients
- Research Federal, state, and cross-border tax issues
- Strategize with partners and the client engagement teams on tax planning
- Work closely with the management team to mentor, train, and supervise staff
Basic qualifications:
- Minimum degree required: Bachelor's degree
- CPA
- Required field of study: Accounting, Finance and/or Taxation
- Minimum years of experience: 7+
- Strong working knowledge of Microsoft Office Suite
- Strong verbal and written communication skills
Client Management Skills:
- Manage deadlines and client work
- Bill clients accordingly
- Collect outstanding receivables
Preferred knowledge/skills:
- Excellent analytical and problem-solving skills
- Strong interpersonal and communication skills
- Recent or current experience servicing High Net Worth and/or Family Office clients
- Managerial experience with staff and clients
- Proficient with use of GoSystem Tax RS is a plus
Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule will be considered. We are an equal opportunity employer.
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