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Tax Manager
Tax ManagerUHY-US • Melville, NY, United States
Tax Manager

Tax Manager

UHY-US • Melville, NY, United States
4 days ago
Job type
  • Full-time
Job description

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.

Responsibilities

Tax Strategy and Engagement Oversight

  • Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
  • Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
  • Monitor engagement progress, budgets, and timelines, and adjust as needed to meet client expectations

Research and Analysis

  • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
  • Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
  • Client Communication

  • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing questions or concerns
  • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
  • Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
  • Compliance and Documentation

  • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
  • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
  • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
  • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
  • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
  • Participate in internal training sessions to enhance technical skills and stay updated on industry trends
  • Process Improvement and Innovation

  • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
  • Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
  • Strategic Business Development

  • Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
  • Participate in proposal development and presentations to prospective clients
  • Supervisory responsibilities

  • Will supervise subordinate team members
  • Work environment

  • Work is conducted in a professional office environment with minimal distractions
  • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
  • Must be able to lift to 15 pounds at a time
  • Travel may be frequent and unpredictable, depending on client’s needs
  • Required education and experience

  • Bachelor’s degree in accounting, finance, or a related field
  • 5 – 8 years of relevant experience
  • CPA or Enrolled Agent license
  • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
  • Specific positions may require additional industry or specialization certifications
  • Responsible for completing the minimum CPE credit requirement
  • Software : CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
  • Salary and location

    For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers factors including knowledge, job-specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000.

    Seniority level

  • Mid-Senior level
  • Employment type

  • Full-time
  • Job function

  • Accounting / Auditing
  • Industries

  • Accounting
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    Tax Manager • Melville, NY, United States

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