Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses
Create quarterly estimates and projections.
Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns
Perform tax research
Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients
Work with tax staff to respond to tax notices and review of correspondence
Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients
Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.
All other duties as assigned

Minimum 5+ years of public accounting experience, or equivalent experience
Bachelor’s degree in Accounting or related field
Strong tax code knowledge and general accounting skills
CPA and/or EA required
Master’s degree in Tax a plus
Experience with UltraTax and SurePrep a plus.
Highly organized and tax-oriented
Ability to handle a large volume of activities at one time
Ability to communicate concepts to clients and advisors in concise and understandable fashion
Must be detail-oriented and have excellent time-management skills

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance

Tax Manager

Key skills