Responsibilities
- Manage the daily workflow of tasks for their assigned clients
- Complete final review of all tax returns and detail reviews of some tax returns prior to sending to planning team and/or client
- Oversee assigned Tax Admin Specialist for team
- Provide weekly updates to the Senior Manager and/or Tax Manager II regarding overall performance
- Work closely with Senior Tax Managers and/or Tax Manager II to prepare for each tax season
- Work closely with Tax Seniors, Tax Manager II and/or Senior Tax Managers to address questions/concerns from the planning teams
- Partner with Planners to ensure a seamless workflow between departments
- Create and present tax training materials alongside Tax Manager II, Senior Tax Managers and Senior Tax Research Manager
- Work closely with Senior Tax Research Manager, Tax Manager II and Senior Tax Managers to address research projects, staff training materials & staff training events
- Mentor Tax Seniors on professional development within the tax department
- Act as an active participant in the recruiting process (review resumes and interview candidates)
- Log IRS and State correspondences; delegate accordingly to the proper department/person
- Work closely with Administrative Team to ensure the proper processing/releasing of Tax Returns and various tasks
- Work with Tax Onboarding team to ensure proper training is being provided
Requirements
- Bachelor’s degree or higher in Accounting, Tax, or related field
- CPA or EA required
- 8+ years’ experience in public accounting or its equivalent
- Thorough knowledge of tax laws
- Strong communication, interpersonal and organizational skills
Nice to Have
- Proven experience with CCH Axcess tax preparation software is highly desirable
- Experience managing a team strongly preferred
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs
Work Arrangement
Hybrid
Additional Information
- No travel is expected for this position.
- This job operates in a clerical, office setting.
- This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
- Upon management’s approval, remote work may be allowed using firm-approved office equipment.
- Correspondence with coworkers may be in person or through virtual means.
- This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.
- This is a full time, exempt position.
- Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval.
- The ability to work remotely is allowed based on management’s approval.
