Tax Manager

📋 Description

• Prepare and review income, estate, trust, and gift tax returns
• Determine federal, state, and local filing requirements
• Respond to IRS and state/local tax notices
• Participate in strategy discussions with clients and advisors
• Resolve client tax questions and issues
• Communicate clearly with clients, advisors, authorities, staff

🎯 Requirements

• BS/BA Degree, accounting preferred
• Valid CPA license
• 6+ years tax return prep and review (individual, trust, gift)
• Proficiency in income tax planning and compliance
• Form 1041 and Form 709 experience
• Intuit Lacerte tax software experience preferred

🎁 Benefits

• Medical, dental, and vision insurance options
• Flexible spending accounts with company contributions
• Generous 401K contributions
• Flexible paid time off policy
• 11 paid holidays per year
• Equity Purchase Program eligibility for eligible staff