Senior Tax Manager

Job Description

Job Description

About Pelzner & Associates :

Pelzner & Associates is a highly respected, by referral-only CPA firm with over 28 years of experience providing tax preparation and planning services for individuals, corporations, partnerships, trusts, and estates. We pride ourselves on building long-term relationships with our clients and maintaining a collaborative, professional environment for our team. We offer flexible hours and compensation based on experience.

Position Overview :

We are seeking a Senior Tax Manager to lead our tax department and oversee a team of 3 Tax Associates. This role will be responsible for preparing and reviewing tax returns for individuals and businesses, including corporations, S-Corporations, partnerships, and trusts. The Senior Tax Manager will also provide strategic tax planning, guidance, and general accounting support as needed. This position reports directly to the President / CEO.

Key Responsibilities :

• Leadership and Team Management :

Supervise and mentor a team of 3 Tax Associates, providing guidance on tax return preparation and review.

Prepare and review Federal and State income tax returns for individuals, S-Corporations, Limited Liability Companies (LLCs), and other entities.

Serve as a primary point of contact for clients, responding to inquiries and obtaining necessary documentation via phone, email, Zoom, or in person.

File tax returns and other required tax documents, including extensions and quarterly payments, using Lacerte Tax software.

Collaborate with other team members to ensure accurate tax return preparation and adherence to applicable tax laws and procedures.

Required Qualifications :

Benefits :

We look forward to hearing from qualified candidates who are ready to take on a leadership role and contribute to the continued success of our firm.

Company Description

Diverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.

Company Description

Diverse client base of 800+ returns filed annually, excellent long term potential and growth opportunities.