The company is a leading independent accounting, tax, and advisory services firm in search of a dependable full-time Tax Manager. As a Tax Manager, you will be responsible for overseeing and managing tax-related activities for the firm’s clients. This includes reviewing and preparing (complex) Business, Individual, Trust and Not-for-Profit federal, state, and local tax returns, ensuring tax compliance, providing tax planning and optimization strategies, and managing tax audit and controversy matters. The tax manager serves as a strategic partner to the finance and accounting teams, collaborating to optimize client tax positions.
Responsibilities:
- Review and prepare (complex) Business, Individual, Trust and Not-for-Profits federal, state, and local tax returns. Provide assistance to staff with preparing more complicated returns.
- Ensure timely and accurate tax payments and compliance with all relevant tax laws and regulations.
- Analyze financial data and provide tax planning recommendations to minimize the overall tax burden.
- Stay up to date with changes in tax laws, regulations, and best practices, and communicate the impact to the organization.
- Perform Tax Research and related Tax Memos.
- Manage tax audits and controversies, serving as the primary point of contact with tax authorities.
- Collaborate with the accounting team to maintain accurate tax records and documentation.
- Supervise and mentor the tax team, providing guidance and training as needed.
- Develop and implement tax strategies that support the company’s overall business objectives.
- Assist in the preparation of financial statements, ensuring the accurate reporting of tax-related information.
- Serve as a strategic partner to the finance and accounting leadership, providing insights and recommendations on tax-related matters.
- Communications with Partner-in-Charge (signor) on tax return related issues.
Skills/Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field.
- CPA (Certified Public Accountant) certification required.
- Minimum 5 years of experience in tax preparation, compliance, and planning.
- Strong understanding of federal, state, and local tax laws and regulations.
- Experience in federal and multi-state returns is required.
- Knowledge of book to tax differences, 754 elections and related basis adjustments.
- Proficiency in tax preparation software (Ultra Tax experience is a plus).
- Experience with AdvanceFlow or similar audit software is a plus.
- Knowledge of Tax Research Software (RIA Checkpoint is a plus).
- Strong working knowledge of Microsoft Office Suite.
- Exceptional analytical and critical thinking skills.
- Excellent communication and people skills.
- Detail oriented, able to multitask, and meet deadlines.
- Ability to work collaboratively with cross-functional teams.
Advantages of Working at the Company:
They offer flexible work schedules, hybrid position, competitive compensation, and benefits, including profit sharing. Full-time Senior Tax Associate will be eligible for:
- Competitive salary
- Comp time for overtime hours.
- Excellent benefits including health insurance.
- Hybrid work schedule, with opportunity to work up to two days a week from home.
- 401(k) plan, with company profit sharing
- Paid time off
- New hire onboarding and Training.
About the Company
Located in beautiful West Chester, Pennsylvania, they are a leading independent accounting, tax and advisory services firm supporting businesses large and small, as well as high net worth individuals throughout the Greater Philadelphia region and across the country.
What attracts great people to the company? They find smart professionals, they invest in them to keep them happy and motivated, whether through establishing hybrid work arrangements or achieving a balance between work and family commitments. Their goal is to hire great people and retain them by allowing them to grow and prosper.
Their work is engaging, and their environment is welcoming, which has led to recognition including:
- Named one of the Top 25 CPA Firms in the Greater Philadelphia Region.
- Best Places to Work in PA (2021)
- Accounting Today Best Firms to Work For (2022)
