Tax Manager

A Tax Manager will be fully responsible for a portfolio of assigned clients by managing the client relationship to include year-round tax planning, estimating taxes, and tax compliance.

Essential Responsibilities

• Collaborate with tax team to implement the continuously-expanding vision of the tax department.
• Review individual, trust, estate, S corporation, partnership, and state returns prepared by our team of tax professionals.
• Prepare forms to comply with foreign filing requirements for international clientele.
• Participate in high-level client-interfacing activities to build lasting relationships.
• Interface with tax team to manage tax compliance and year-round tax planning.
• Perform tax projections for clients in close coordination with the Wealth Management advisors.
• Consult on client cases as the in-house expert for tax projections throughout the year.
• Build models for running different tax scenarios for specific client-related situations.
• Identify and implement procedures to mitigate inefficiencies in the Tax Compliance function.
• Support in-house marketing efforts by writing educational articles pertinent to clients and prospective clients.
• Participate in recruiting at Texas universities for tax interns.
• Work closely with tax interns in their professional development.
• Expect longer hours during tax season with flexibility throughout the rest of the year.

Qualifications

• CPA license required.
• Bachelor's degree required, Master’s degree in Accountancy preferred.
• Experience as a tax manager at a reputable CPA firm required.
• Five or more years of public accounting experience with a focus on individual, trust, and small business returns.
• Experience in preparation of Forms 5471, 3520, 3520-A, 8865 and 8885 preferred.
• Experience in state tax preparation preferred.
• Strong technical and interpersonal skills.
• Strong written and oral communication skills.
• Very detail-oriented with an ability to work on several concurrent projects and tax returns.
• Confident, poised, and professional in appearance.
• Ability to take on creative challenges and manage workload on tight deadlines.
• Ability to collaborate and contribute to a team environment.
• Experience in consulting with high-net-worth corporate executives, trusts, and/or small businesses preferred.
• Experience with states & foreign reporting preferred.

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