The Tax Manager will oversee tax preparation and planning activities, provide mentorship and training to junior staff members, and maintain client relationships.

Primary Duties:

Conduct final review of basic tax returns prepared by junior staff members, ensuring accuracy and compliance with tax laws and regulations.
Review data for intermediate and advanced tax returns, providing guidance and support to junior staff members as needed.
Prepare advanced tax returns for individuals, businesses, and other entities, leveraging expertise to optimize tax outcomes for clients.
Review tax plans prepared by younger staff members, providing feedback and recommendations to enhance the quality and effectiveness of tax planning strategies.
Develop and implement advanced tax planning strategies for clients, identifying opportunities for tax optimization and risk mitigation.
Maintain client relationships, serving as the primary point of contact and presenting tax-related information to clients as needed.
Manage and train younger staff members, providing mentorship, guidance, and support to facilitate their professional development and growth.
Maintain client relationships with wealth management offices assigned to managers, collaborating with internal and external stakeholders to deliver integrated tax solutions.
Communicate directly with the director, providing updates on client engagements, staff performance, and other relevant matters.
Stay current on tax law updates and changes, proactively researching and analyzing developments to ensure compliance and inform client recommendations.
Conduct initial interviews with potential new hires, assessing qualifications, skills, and fit for the organization.
Serve as a liaison with regional schools for internship programs, establishing partnerships and recruiting top talent to join our team.

Requirements:

Bachelor's degree in accounting, finance, or a related field. Advanced degree or professional certification (CPA or EA) required.
Minimum of 4-6 years of experience in tax preparation, tax planning, or tax consulting roles.

Key Benefits

Generous continuing education support
100% company paid employee only premiums for Health, Dental & Vision Coverage
4% Company 401k match, 100% vested

Modern Wealth Management

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Tax Manager