Tax Manager

Your Role

• Build and maintain a personal relationship with clients as the technical tax expert on their planning team
• Assist clients by attending client meetings and delivering client’s tax plan
• Support the financial advisory team in tax planning related functions
• Actively participate in signing and onboarding new clients to the firm
• Lead tax client service team for compliance and tax planning
• Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
• Oversee tax projections and tax audits for clients
• Coach and develop the team through real-time and consistent feedback

• Bachelor’s degree in Accounting and CPA, JD or EA is required;
  Masters in Taxation or JD preferred
• Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance
• Working knowledge of data collection, data analysis and evaluation
• Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)
• Experience with ADP, Quick Books, and databases (i.e. Salesforce) preferred
• Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations, and other tax pronouncements
• Able to manage heavy workloads and projects, many on a time sensitive basis
• Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge
• Highly motivated with ability to function well in a fast-paced environment with continued growth and development
• This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

$ to $ per year

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.