Tax Services Specialist

5 days ago


Mt Pleasant, South Carolina, United States Draffin & Tucker LLP Full time

About the Role

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We are seeking a highly skilled Tax Manager to join our team at Draffin & Tucker LLP. This is an exciting opportunity for a talented professional to provide tax research, planning, and consulting services to a diverse range of clients.

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Job Summary

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In this role, you will be responsible for preparing and reviewing complex corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns. You will also serve as the primary contact for various clients, meeting with prospective clients, and assisting with the preparation of proposals.

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Main Responsibilities

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  • Prepare and review tax returns: Prepare and review complex corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns.
  • Client relationship management: Serve as the primary contact for various clients, meeting with prospective clients, and assisting with the preparation of proposals.
  • Business needs assistance: Assist clients with related business needs, including QuickBooks, payroll tax, sales tax, and more.
  • Research and analysis: Conduct tax research and analyze data to identify value-added solutions for clients.
  • Tax planning: Prepare tax projections and perform tax planning for complex clients.
  • Supervision and training: Supervise seniors and staff, evaluate their performance, and provide feedback.
  • Record keeping: Maintain accurate records for client billing systems.
  • Communication: Effectively communicate with clients, business partners, and co-workers to develop strong relationships.
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Qualifications

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  • Bachelor's degree required: A Bachelor's degree in Accounting or a related field is required.
  • CPA certification required: CPA certification is required.
  • Public accounting experience: 5+ years of public accounting experience.
  • Skills and qualifications: Excellent interpersonal, analytical, research, and audit project management skills. Proficient in MS Office Suite and Thompson Reuters tax software.
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About the Salary

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The estimated annual salary for this position is $85,000 - $110,000 based on industry standards and market rates.



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