Senior Manager (Income Tax)

View full description

Requirements:

• Bachelor's degree in Accounting or Taxation.
• Active Certified Public Accountant (CPA) license.
• 7+ years of experience in income tax.
• Experience with Intuit ProConnect and Thomson Reuters tax research products is preferred.
• Ability to deliver excellent client service and communicate effectively.
• Problem solver, tech-savvy, detail-oriented, self-starter with a desire to grow and learn.
• Experience performing and documenting tax research on complex topics.
• Experience with QuickBooks Online and Intuit ProConnect Tax.
• Experience supervising others.

Responsibilities:

• Manage all aspects of clients' tax planning, advisory, and return preparation.
• Research complex tax subjects.
• Prepare tax planning and advisory memos for clients on complex tax subjects.
• Prepare full written tax plans and quarterly updates.
• Meet with clients and review tax returns.
• Supervise and review work prepared by senior accountants and managers.
• Correspond with tax authorities.
• Monitor federal and state tax updates.
• Prepare monthly email tax updates for clients.
• Review and update tax work and organizer templates.
• Develop work paper templates and a library of tax strategies.
• Assist with the development of tax services packages and business development strategies.