CPA Tax Manager

Job Summary

Managing a diverse portfolio of high net worth clients, the full-time CPA Tax Manager will lead a team of tax professionals to ensure timely completion of tax returns and provide strategic tax planning advice while working remotely.

Key Responsibilities

• Oversee the preparation and review of complex tax returns, including corporate, partnership, individual, gift, estate, and trust filings
• Provide innovative tax planning and conduct tax research to stay updated on federal, state, and local tax laws
• Mentor and develop junior team members while collaborating with partners on complex tax matters and business development initiatives

Required Qualifications

• Bachelor's degree in accounting or a related field is required
• CPA or EA license is required
• 7-8+ years of experience preparing and reviewing tax returns is required
• Master's degree in accounting, tax, or related field is preferred
• Experience in gift and estate planning, including preparation or review of forms 709 & 706