Passthrough Tax Manager

A Tax Manager works closely with partners, staff and clients. They are responsible for planning, managing, reviewing, and completing client engagements. Tax Managers provide proactive tax savings and profitability suggestions for our clients and work to attract new clients, cultivate client relationships, and serve as a key contact for designated clients.

Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

• Manage and review complex tax returns for our individual clients, business returns and trust returns

• Understand client’s business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
• Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
• Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
• Review work performed by team members, providing constructive feedback to ensure quality and accuracy
• Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
• Extensive knowledge of federal, state, and local tax regulations
• Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously

• A Bachelor’s degree and/or Master’s degree in Accounting.
• Active CPA license.
• 5+ years of Passthrough Tax experience in public accounting
• Tax Compliance and Consulting, specifically with passthrough entities
• Strong background in preparing and reviewing partnership and S corporation tax returns (e.g., Form 1065 and Form 1120S)
• Experience with multi-state tax filings and nexus considerations
• Proven expertise in overseeing complex client engagements and delivering high-quality client service.
• Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
• Ability to develop tax planning strategies for clients.
• Experience supervising, training, developing, and reviewing the work of staff and senior associates.

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