The Role The Tax Manager will be responsible for understanding the financial implications of transactions that comply with all tax regulations. A successful candidate will have a strong background in accounting, tax laws, and corporate structure. This is a great opportunity for anyone looking for an exciting tax career, which is often perceived as both stable and lucrative. Core Responsibilities • Prepare federal and state individual tax returns and work papers for high-net-worth individuals, multi-generational families, and other specialty areas of the firm. • Recognize the required information from client's tax documents and convert it into part of tax work papers. • Communicate with clients to acquire additional tax information and clarify the confusion. • Prepare quarterly and annual tax provision calculations to generate estimated amounts of deferred tax assets, deferred tax liabilities, and valuation allowances. • Committed to best practices of the firm and consistently demonstrated ethical behavior. Education and Qualifications • A Master's degree or foreign equivalent in Accounting, Business Administration, Finance, or related field. • 1-year of experience in the field offered or related occupation. • Will accept a bachelor's degree and 3-years of experience in place of MS+1. • Must successfully pass a background check. • Must be currently authorized to work in the United States full-time. Essential Functions • Prepare federal tax forms and related schedules. • Prepare quarterly estimated federal and state income tax payments. • Prepare federal and state corporate, partnership, trust, and S-Corp tax returns and work papers. • Prepare foreign informational tax forms for both domestic and international clients. • Perform year-end tax planning for high-net-worth individuals and other specialty areas of the firm. • Generate resident and non-resident state tax forms and create reconciliation work papers. • Record adjusting journal entries (AJE) to adjust client-provided financials to the correct amounts. • Research on unfamiliar topics by utilizing third-party software, including Thomson Reuters Checkpoint, Bloomberg BNA, etc. Create memos to summarize research results and save them in the firm's system for future use. • Book tax journal entries to adjust the book balance to the tax balance reported on tax returns. • Conduct special projects as requested by the supervisor. • Accomplish objectives by supervising and coaching staff and organizing and monitoring work processes. • Plan, monitor, and appraise job results. • Keep track of schedule by updating the firm-provided Excel spreadsheet and third-party scheduling software (XCM). • Participate in tax update seminars and read newsletters and articles. Experience • Experience working with closely held companies, investment/private equity, professional services, distribution companies, and/or non-profit organizations is a plus. • Excellent business skills and appropriate industry knowledge • Keep current on applicable professional standards. • Strong skills and experience with Word, Outlook, Excel, QuickBooks. Knowledge, Skills, and Abilities • Improve skill in using tax software (Go System RS) and contact vendor to resolve any issues or bugs on the software. • Manage own schedule and job priorities and communicate status to manager. • Maintain a thorough understanding of deadlines for different types of tax returns. • Keep abreast of current tax developments and effectively apply tax knowledge to client situations. • Attend firm-provided CPE events covering various topics, including taxation, soft skills, computer software, etc. • Proficient with technology related to accounting and research software. • Strong project management, organization, and analytical skills. • Extremely detail-oriented. • Excellent verbal and written communication skills... Working Conditions • Be able to work overtime and weekend hours during peak busy periods to meet deadlines and partner and client expectations. Health • Generous healthcare benefits. • Several options are available to cultivate a comprehensive health coverage plan that fits your needs. Happiness • Meaningful assignments with direct client contact. • Exposure to ultra-high-net-worth clientele. • Complex and interesting work. Beyond • Sophisticated training courses. • Ongoing professional development programs. • Rewarding mentor relationships. Benefits • HMO. • PPO. • HAS. • Dental. • Vision. • Long- and short-term disability. • Life Insurance. • Retirement plan. • Maternity and Paternity Leave. • Flexible Spending Account. • Adoption Assistance.