A Tax Manager at a family-owned public accounting firm plays a pivotal role, bridging the gap between complex tax regulations and the specific needs of the firm's diverse clientele. This position demands a blend of technical tax expertise, strong leadership capabilities, and a client-centric approach, often with an emphasis on fostering long-term relationships characteristic of family businesses. The role typically involves overseeing tax engagements, managing a team of tax professionals, and providing strategic tax planning advice to individuals, businesses, and trusts.[1] Given the dynamic nature of tax law, continuous professional development and a proactive stance on legislative changes are crucial for success in this role.[2]

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Tax Manager Job Description

Company Overview: [Firm Name] is a well-established, family-owned public accounting firm dedicated to providing comprehensive tax, accounting, and advisory services to individuals and businesses. With a strong commitment to client success and a collaborative work environment, we pride ourselves on building lasting relationships and delivering exceptional service. We are seeking a highly motivated and experienced Tax Manager to join our growing team and contribute to our continued success.[3]

Position Summary: The Tax Manager will be responsible for managing all aspects of tax engagements for a diverse client base, including individuals, partnerships, corporations, and trusts. This role involves supervising and developing tax staff, reviewing complex tax returns, providing strategic tax planning advice, and ensuring compliance with all federal, state, and local tax regulations. The ideal candidate will possess strong technical tax knowledge, excellent communication skills, and a proven ability to lead and mentor a team.[4] [5]

Key Responsibilities:

• Tax Compliance and Review:
  • Manage and oversee the preparation and review of complex federal, state, and local income tax returns for individuals, corporations, partnerships, trusts, and non-profit organizations.[6]
  • Ensure accuracy, completeness, and compliance with all applicable tax laws and regulations.
  • Identify and resolve complex tax issues, researching tax law as needed.[7]
  • Manage tax deadlines and workflow to ensure timely filing of all returns.

• Tax Planning and Consulting:
  • Provide proactive tax planning advice to clients, identifying opportunities for tax savings and risk mitigation.[8]
  • Develop and implement tax strategies tailored to client-specific goals and financial situations.
  • Assist clients with tax implications related to business transactions, mergers, acquisitions, and estate planning.
  • Represent clients before tax authorities during audits and examinations.[9]

• Team Leadership and Development:
  • Supervise, train, and mentor tax staff, providing guidance and constructive feedback.[10]
  • Review workpapers and tax returns prepared by staff, ensuring quality and adherence to firm standards.
  • Foster a collaborative and supportive team environment.
  • Participate in performance evaluations and professional development initiatives for tax staff.

• Client Relationship Management:
  • Build and maintain strong, long-lasting client relationships through regular communication and exceptional service.[11]
  • Act as a primary point of contact for client inquiries and tax-related matters.
  • Identify opportunities to expand services to existing clients.

• Firm Operations and Business Development:
  • Contribute to the firm's growth by participating in business development activities and identifying new client opportunities.[12]
  • Stay current with changes in tax law and regulations, communicating relevant updates to clients and staff.
  • Assist in the development and implementation of firm policies and procedures related to tax services.
  • Utilize tax software and other technological tools efficiently to enhance productivity and accuracy.[13]

Qualifications:

• Education: Bachelor's degree in Accounting or Taxation required. Master's degree in Taxation (MST) or JD/LL.M. in Taxation preferred.[14]
• Certifications: Active CPA license is required.[15]
• Experience: Minimum of 5-7 years of progressive experience in public accounting with a focus on taxation.[16]
• Technical Skills:
  • In-depth knowledge of federal, state, and local tax laws and regulations.
  • Proficiency with tax preparation software (e.g., UltraTax CS, CCH ProSystem fx Tax, Lacerte) and accounting software (e.g., QuickBooks, Xero).[17]
  • Strong research skills using tax research platforms (e.g., BNA, RIA Checkpoint, CCH IntelliConnect).
  • Proficiency in Microsoft Office Suite, particularly Excel.
• Soft Skills:
  • Excellent analytical, problem-solving, and organizational skills.
  • Strong written and verbal communication skills, with the ability to explain complex tax concepts clearly to clients and staff.[18]
  • Demonstrated leadership and supervisory abilities.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • High level of integrity and professionalism.

Benefits: [Firm Name] offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and advancement within a supportive, family-oriented environment.

To Apply: Interested candidates should submit their resume and cover letter to [Email Address or Application Portal Link].

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