Tax Manager

Essential Duties and Responsibilities:

• Prepare and review complex Individual (resident and non-resident), C and S Corporation, Partnership, Fiduciary, Gift, Single Member LLC, Foreign Bank Account Report, Exempt Organization and Private Foundation tax returns
• Review Business License, Property Tax, and Sales & Use tax returns
• Prepare and review tax adjusting journal entries for business management clients’ books and records
• Prepare and review quarterly tax estimates and year-end individual projections and business closeouts
• Prepare and review tax basis schedules
• Respond to IRS and state taxing authority notices and audits
• Point of contact with various non-business management tax clients and business management affiliates
• Prepare and review Forms W-2, 1099, and 1042 as necessary
• Tax research
• Develop procedures, processes, and templates to establish best practices

Knowledge, Education, Skills, and/or Abilities:

• Education – Bachelor’s Degree
• CPA license
• 7-15 years tax experience
• Accounting proficiency
• Proficiency with Tax Preparation and Projection Software, (Prosystem FX & BNA preferred)
• Proficiency with Excel and Word
• Excellent verbal and written communication skills
• Personable, positive and enthusiastic attitude
• Proficient in overseeing multiple projects and meeting strict deadlines
• Ability to work with a variety of personalities
• Taking initiative
• Problem-solving ability

Certificates, Licenses, Registration:

• Certified Public Accountant