State and Local Tax Manager

UHY International • Melville, NY

1d • Onsite

About The Position

As a State and Local Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The State and Local Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients. This role involves the development and implementation of comprehensive tax planning strategies for clients, managing a portfolio of tax engagements, supervising tax staff, and reviewing their work to ensure accuracy, compliance, and adherence to firm standards. You will also stay abreast of evolving tax laws, coordinate tax research, and effectively communicate complex tax concepts to clients. Responsibilities include reviewing and overseeing the preparation of tax returns, monitoring filing deadlines, collaborating with other tax professionals, mentoring staff, and identifying opportunities for process improvement and business development.

Requirements

• Bachelor’s degree in accounting, finance, or a related field
• 5 – 8 years of relevant experience
• CPA or Enrolled Agent license
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• Software: Checkpoint for Tax Research, Power BI, Alteryx, and MS Office Suite

Nice To Haves

• CPA or Enrolled Agent license and CMI
• CPA/ law license or CMI Certification

Responsibilities

• Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
• Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
• Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations
• Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
• Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
• Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
• Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
• Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
• Participate in proposal development and presentations to prospective clients
• Supervise subordinate team members

Benefits

• Positive work environment
• Attractive compensation packages
• Comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager