Senior Tax Planning Specialist

6 days ago


Houston, Texas, United States LPC Personnel, Inc Full time

Job Title: Tax Manager

LPC Personnel, Inc. is seeking a highly skilled Tax Manager to join their team. The ideal candidate will have a strong background in tax planning and compliance, with experience in managing client relationships and coordinating with tax professionals.

Key Responsibilities

  • Manage a portfolio of clients, providing year-round tax planning and compliance services.
  • Collaborate with the tax team to implement tax strategies and ensure compliance with tax laws and regulations.
  • Review and prepare tax returns, including individual, trust, estate, S corporation, and partnership returns.
  • Prepare forms and compliance documents for international clients.
  • Interface with high-level clients to build relationships and provide exceptional customer service.
  • Work closely with Wealth Management advisors to perform tax projections and consult on client cases.
  • Identify and implement procedures to improve tax compliance and efficiency.
  • Support marketing efforts by writing educational articles on tax-related topics.

Qualifications

  • CPA license required.
  • Bachelor's degree required, Master's degree in Accountancy preferred.
  • At least 5 years of experience in public accounting, with a focus on individual, trust, and small business returns.
  • Experience with Forms 5471, 3520, 3520-A, 8865, and 8885 preferred.
  • Strong technical and interpersonal skills, with excellent written and oral communication skills.


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