Manager​/Director of Tax Advisory

About the job Manager/Director of Tax Advisory Key Responsibilities

• The Tax Manager will lead the preparation and review of federal, state, and local tax returns, including original and amended 1040, 1065, 1120, 1120S, 706, 709, etc. for various clients.
• Oversee financial reporting and accounting activities, including compilations and financial statement preparation.
• Identify and research complex tax issues, and provide innovative, value-driven solutions for clients.
• Manage client relationships, ensuring timely communication, exceptional service, and proactive advice.
• Collaborate with colleagues in a team‑driven environment, providing mentorship and guidance without the constraints of a traditional hierarchy.
• Play a key role in identifying tax issues and researching solutions independently.
• Mentor and guide junior staff, fostering a collaborative, high‑performance work environment.

• CPA or EA designation required.
• Minimum five (5) years of tax return preparation experience, with at least two (2) years reviewing tax returns is a CPA, or client‑facing tax preparation firm.
• Experience with a variety of tax return types, including individual and corporate filings.
• Minimum 3‑5 years of experience with compilations and financial statement preparation.
• Strong working knowledge of current public accounting standards and tax laws.
• Proven ability to manage client interactions independently and deliver high‑quality work with minimal supervision.
• Excellent communication and leadership skills, with the ability to thrive in an autonomous and collaborative work environment.

• Proficiency in Quick Books, Adobe, and Lacerte (preferred but not required training available for the right candidate).

• 2 years of recent CPA firm experience is a MUST
• Technical Tax Expertise: Strong experience with a variety of tax returns, including federal, state, and local tax returns for individuals and corporations (1040, 1065, 1120, etc.).
• Competence in managing tax return reviews and addressing complex tax issues.
• Financial Reporting and Accounting: Experience in financial statement preparation and compilations, with a minimum of 3‑5 years in these areas.
• Minimum five (5) years of tax return preparation experience, with at least two (2) years reviewing tax returns.
• Client Relationship Management: Ability to manage client interactions independently, ensuring exceptional service and proactive communication.
• Leadership and Mentorship: Skills in mentoring and guiding junior staff within a collaborative team environment.
• Communication and
  
  Collaboration:
  
  Excellent communication skills and a demonstrated ability to work effectively in both autonomous and team settings.
• Technical Proficiency: Proficiency in software such as Quick Books, Adobe, and tax software (Lacerte preferred, though training is offered). Familiarity with tax research tools.
• Certification: CPA or EA designation required.