Tax Manager

3 weeks ago

Eden Prairie, Minnesota, United States Boulay Full time
{"h1": "Tax Manager Role at Boulay", "p": "At Boulay, we are seeking a highly skilled Tax Manager to join our Private Client Services team. As a Tax Manager, you will be responsible for managing client relationships, assessing compliance needs, and coordinating workflow for effective engagement management.

Key Responsibilities:

* Partner with Firm leadership to manage PCS client relationships
* Assess and identify compliance needs of the client
* Coordinate, plan, and schedule workflow for effective engagement management
* Review tax returns: individual (1040), estate and some partnership tax returns
* Review tax computations, workpapers, and tax entries
* Proactively identify new and additional service opportunities and offer recommendations
* Delegate tasks to appropriate members of the PCS team
* May be authorized to sign tax returns in the course of this role
* Manage year-end planning and quarterly tax estimates
* Oversee processes addressing IRS or State Taxing Authority notices
* Delegate and oversee the initial preparation and set-up of client files
* Research tax laws and offer guidance on tax technical issues
* Initiate and manage client communications
* Collaborate cross-departmentally to gather information and resolve client matters

Requirements:

* Bachelor's Degree in Accounting or related degree
* CPA Licensure
* 4+ years of progressively challenging Public Accounting experience
* Solid track record of career achievements and work quality
* Individual tax return preparation and review experience (Business returns a plus)
* Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
* Strong knowledge of Internal Revenue Code, tax law, and tax processes
* Ability to creatively solve problems and analyze client data
* Ability to effectively delegate, supervise, and review work of less experienced staff
* Ability to be flexible to changing circumstances and client needs

Benefits:

* 401(k)
* Dental insurance
* Disability insurance
* Employee assistance program
* Flexible schedule
* Health insurance
* Life insurance
* Paid time off
* Parental leave
* Tuition reimbursement
* Vision insurance
* Work from home
"}

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