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.

Qualifications

• 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.

Technical Skills

• Proficiency in QuickBooks, Adobe, and Lacerte (preferred but not requiredtraining available for the right candidate).

Required Citizenship / Work Permit / Visa Status
US Citizen/ GC

Must-Haves
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 QuickBooks, Adobe, and tax software (Lacerte preferred, though training is offered). Familiarity with tax research tools.

Certification: CPA or EA designation required.