Tax Manager
Core
Advise clients on partnership, corporate, individual, trust, and estate tax matters across a variety of engagements.
Role type
Tax Manager (IC)
Builds
Tax planning strategies, recommendations, and compliance deliverables
Domain
Accounting / Taxation
Deliverable
client delivery
Required skills
U.S. taxation expertise, tax return preparation, client relationship management, team leadership, process improvement, project management
Preferred skills
Public accounting experience, mentoring experience, multi-state/international client experience
Technologies
Tax software (implied via return preparation)
Responsibilities
Advise clients on partnership, corporate, individual, trust, and estate tax matters; Support engagement planning activities by defining tax service scope, objectives, and methodologies; Oversee the calculation, analysis, and delivery of tax planning strategies and recommendations; Review and manage preparation of federal, state, local, and international tax returns, estimated payments, and extensions; Monitor and apply U.S. tax laws and regulations relevant to client engagements and tax compliance activities; Lead, mentor, and supervise Tax Seniors and Staff through coaching, collaboration, and performance guidance; Identify opportunities to improve processes, enhance service delivery, and support operational efficiencies; Manage multiple client engagements and priorities while ensuring high-quality deliverables and timely completion; Support continuous learning and technical development across the team.