Tax Manager

2 weeks ago


Mooresville, North Carolina, United States Modern Wealth Management Full time
Tax Manager Job Description

At Modern Wealth Management, we are seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will play a critical role in overseeing tax preparation and planning activities, providing mentorship and training to junior staff members, and maintaining client relationships.

Key Responsibilities:
  • Conduct final review of basic tax returns prepared by junior staff members, ensuring accuracy and compliance with tax laws and regulations.
  • Review data for intermediate and advanced tax returns, providing guidance and support to junior staff members as needed.
  • Prepare advanced tax returns for individuals, businesses, and other entities, leveraging expertise to optimize tax outcomes for clients.
  • Review tax plans prepared by younger staff members, providing feedback and recommendations to enhance the quality and effectiveness of tax planning strategies.
  • Develop and implement advanced tax planning strategies for clients, identifying opportunities for tax optimization and risk mitigation.
  • Maintain client relationships, serving as the primary point of contact and presenting tax-related information to clients as needed.
  • Manage and train younger staff members, providing mentorship, guidance, and support to facilitate their professional development and growth.
  • Maintain client relationships with wealth management offices assigned to managers, collaborating with internal and external stakeholders to deliver integrated tax solutions.
  • Communicate directly with the director, providing updates on client engagements, staff performance, and other relevant matters.
  • Stay current on tax law updates and changes, proactively researching and analyzing developments to ensure compliance and inform client recommendations.
  • Conduct initial interviews with potential new hires, assessing qualifications, skills, and fit for the organization.
  • Serve as a liaison with regional schools for internship programs, establishing partnerships and recruiting top talent to join our team.
Requirements:
  • Bachelor's degree in accounting, finance, or a related field. Advanced degree or professional certification (CPA or EA) required.
  • Minimum of 4-6 years of experience in tax preparation, tax planning, or tax consulting roles.
Benefits:
  • Generous continuing education support
  • 100% company paid employee only premiums for Health, Dental & Vision Coverage
  • 4% Company 401k match, 100% vested

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