Tax Manager- HNWI

UHY International • St. Louis, MO

13d

About The Position

As a Tax Manager, you will oversee and review financial information for clients, including business and individual tax returns, while working with a diverse client base across a variety of industries. You will manage client relationships, supervise staff, and help ensure high-quality work is delivered. The role covers tax strategy and engagement oversight, research and analysis, client communication, compliance, team collaboration, process improvement, and business development. You will supervise subordinate team members. Work is conducted in a professional office environment with minimal distractions. Travel may be frequent and unpredictable, depending on client needs.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• 5–8 years of relevant experience.
• CPA or Enrolled Agent license.
• Experience in a professional services environment, such as a CPA firm, financial consulting firm, or similar setting.
• Some positions may require additional industry or specialization certifications.
• Ability to lift up to 15 pounds at a time.

Nice To Haves

• Juris Doctor (JD) degree for specialty positions.

Responsibilities

• Help develop and implement comprehensive tax planning strategies aligned with clients’ financial objectives and designed to minimize tax liabilities.
• Manage a portfolio of tax engagements, supervise tax staff, and review their work for accuracy, compliance, and adherence to firm standards.
• Monitor engagement progress, budgets, and timelines, making adjustments as needed to meet client expectations.
• Stay abreast of tax laws, regulations, and industry developments, and apply this knowledge to client engagements and internal training.
• Coordinate and complete tax research to address client inquiries, resolve complex tax issues, and guide decision-making.
• Communicate tax concepts and strategies to clients, prepare and deliver presentations, and address client questions and concerns.
• Cultivate and maintain client relationships as a trusted tax advisor.
• Review and oversee tax return preparation to ensure accuracy, regulatory compliance, and adherence to internal quality standards.
• Manage filing deadlines, extensions, and other compliance requirements to support timely submissions and avoid penalties.
• Collaborate with tax professionals to share insights, knowledge, and best practices.
• Supervise and mentor tax staff by providing guidance, training, and feedback, and promote a collaborative team environment.
• Participate in internal training sessions to enhance technical skills and stay current on industry trends.
• Identify opportunities to improve tax workflows, processes, and methodologies.
• 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.
• Complete the minimum required CPE credits.

Benefits

• Competitive compensation tailored to the role, qualifications, and expertise of each individual.
• Group health insurance.
• Dental coverage.
• Vision coverage.
• 401(k) retirement plans.
• Generous paid time off (PTO) allowances.
• Collaborative and supportive work environment where teamwork is valued.

What This Job Offers

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