Tax Senior Manager

4 days ago


Bethesda, Maryland, United States GRF CPAs & Advisors Full time
Job Title: Tax Senior Manager

We are seeking a highly skilled Tax Senior Manager to join our team at GRF CPAs & Advisors. As a key member of our tax department, you will be responsible for leading the preparation and review of tax returns, as well as providing expert guidance on tax planning and compliance.

Key Responsibilities:
  • Lead the preparation and review of tax returns, ensuring accuracy and compliance with tax laws and regulations.
  • Provide expert guidance on tax planning and compliance, including wealth transfer strategies, charitable planning, and estate planning.
  • Manage and delegate tax research projects to achieve accurate and efficient results.
  • Participate in client meetings and tax planning efforts, working closely with the Audit and Client Services Departments.
  • Act as a resource for tax and audit staff on training and development, as well as specific tax issues and questions.
  • Communicate important tax and tax developments affecting the firm's clients to the appropriate firm personnel.
  • Delegate and manage governmental tax examinations, and may represent the client before the appropriate taxing authorities.
  • Maintain familiarity with qualifications of tax staff members, making appropriate assignments based on skills and engagement requirements.
  • Develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs.
  • Assume responsibility for the smooth flow of tax returns through the tax preparation system, ensuring accurate, complete, and timely preparation and delivery of all clients' tax returns.
Requirements:
  • Bachelor's degree in accounting required; Master's degree in taxation preferred.
  • 6-12 years of experience in public accounting, demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities.
  • A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.
  • Must participate regularly in career development programs to improve managerial, communication, and people skills.
Benefits:

This is a full-time position with the option to work remotely or at our headquarters in Bethesda, MD. Our office is located 2 blocks from the metro. Our benefits include a 401(k) plan, paid individual medical, and a culture that fosters flexibility and career development.

GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status, or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax, and consulting services to our clients in the US and around the world.


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