Tax Manager

Overview

The Tax Manager is responsible for overseeing the organization’s tax planning, compliance and reporting functions.  This role ensures adherence to all federal, state and local tax regulations and monitors current and impending changes.  The Tax Manager also provides support related to shareholders’ individual and trust income tax requirements. 

Duties and Responsibilities

• Manage, prepare and review federal, state and local tax returns for various entities, including corporations, partnerships, individuals and trusts.


• Manage information gathering for preparation of corporate tax returns prepared by third parties, including preparation of LIFO and Unicap calculations, review of the company’s tax depreciation schedules and maintenance of airplane disallowance calculations.


• Liaise with government authorities regarding notices and audits of federal and state tax issues.


• Assist with the preparation of income tax provision and tax account reconciliations.


• Provide support to Tax Analyst Senior related to preparation of sales and use tax filings.


• Review and maintenance of financial records in QuickBooks for various shareholder entities.


• Provide analytical and tax research support, assisting in special tax projects as necessary.


• Find and implement opportunities for process improvement in company tax procedures.


• Stay current on tax law changes to ensure opportunities and changes are implemented as needed.


• Manage, mentor and develop direct reports - Tax Analyst Senior and Tax Administrator.


• Perform other job-related duties as assigned.

Minimum Qualifications

• Bachelor’s degree in Accounting plus 5 to 10 years’ tax experience


• Strong knowledge of federal and multi-state taxation for flow-through entities and general accounting


• Effective verbal and written communication skills with ability to interface with shareholders, outside service providers and non-tax business partners to gather information and convey tax matters


• Ability to work independently with strong analytical and problem-solving skills and attention to detail


• Ability to manage multiple tasks and priorities and strong organizational skills


• Willingness to learn and expand your skills


• Proficient use of MS Office programs (Advanced demonstrated knowledge of Excel)

Preferred Qualifications

• Masters in Accounting/Tax or Certified Public Accountant


• Knowledge of individual and trust taxation


• Experience with CCH Axcess, Research Tools (BNA/Checkpoint/CCH) and QuickBooks


• Previous experience managing/mentoring a team

Work Environment

• Currently hybrid schedule (3 days in office, 2 at home)


• May require extended hours during peak tax deadlines

Physical Demands

• Physical demands with activity or condition for a considerable amount of time include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor) or adding machine


• May require occasional lifting/lowering, pushing, carrying, or pulling up to 15lbs

This role requires regular, ongoing in‑office presence. Employees are expected to work onsite, which includes non-company locations where we conduct business, the majority of the time to support collaboration, productivity, and business operations according to the schedule set by supervisors and/or branch management."

This job description is not intended to create a contract of employment. It provides a general overview of the primary duties and responsibilities of the position but does not (and cannot practically) represent an exhaustive or comprehensive list. Duties, responsibilities, and requirements may change or be assigned at any time based on business needs, and the company reserves the right to modify this description accordingly.