Tax Manager

Posting Description Essential Duties and Responsibilities: Prepare and review complex Individual (resident and non-resident), C and S Corporation, Partnership, Fiduciary, Gift, Single Member LLC, Foreign Bank Account Report, Exempt Organization and Private Foundation tax returns Review Business License, Property Tax, and Sales & Use tax returns Prepare and review tax adjusting journal entries for business management clients’ books and records Prepare and review quarterly tax estimates and year-end individual projections and business

closeouts Prepare and review tax basis schedules Respond to IRS and state taxing authority notices and audits Point of contact with various non-business management tax clients and business management affiliates Prepare and review Forms W-2, 1099, and 1042 as necessary Tax research Develop procedures, processes, and templates to establish best practices Knowledge, Education, Skills, and/or Abilities: Education – Bachelor’s Degree CPA license 7-15 years tax experience Accounting proficiency Proficiency with Tax Preparation and

Projection Software, (Prosystem FX & BNA preferred) Proficiency with Excel and Word Excellent verbal and written communication skills Personable, positive and enthusiastic attitude Proficient in overseeing multiple projects and meeting strict deadlines Ability to work with a variety of personalities Taking initiative Problem-solving ability Certificates, Licenses, Registration: Certified Public Accountant 2591356

Responsibilities

• Essential Duties and Responsibilities: Prepare and review complex Individual (resident and non-resident), C and S Corporation, Partnership, Fiduciary, Gift, Single Member LLC, Foreign Bank Account Report, Exempt Organization and Private Foundation tax returns Review Business License, Property Tax, and Sales & Use tax returns Prepare and review tax adjusting journal entries for business management clients’ books and records Prepare and review quarterly tax estimates and year-end individual projections and business closeouts Prepare and review tax basis schedules Respond to IRS and state taxing authority notices and audits Point of contact with various non-business management tax clients and business management affiliates Prepare and review Forms W-2, 1099, and 1042 as necessary Tax research Develop procedures, processes, and templates to establish best practices Knowledge, Education, Skills, and/or Abilities: Education – Bachelor’s Degree CPA license 7-15 years tax experience Accounting proficiency Proficiency with Tax Preparation and Projection Software, (Prosystem FX & BNA preferred) Proficiency with Excel and Word Excellent verbal and written communication skills Personable, positive and enthusiastic attitude Proficient in overseeing multiple projects and meeting strict deadlines Ability to work with a variety of personalities Taking initiative Problem-solving ability Certificates, Licenses, Registration: Certified Public Accountant