Tax Manager

UHY•New York, NY

1d•Onsite

About The Position

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, with a primary focus on high-net-worth individuals and their related entities. This includes the preparation and review of complex individual tax returns, trusts, and investment-related reporting, while also gaining exposure to a diverse client base across multiple industries. The Tax Manager oversees client relationships and staff to ensure the delivery of high-quality, accurate, and timely tax services.

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: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

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
Will supervise subordinate team members