Job Description
Job Description
We are looking for an experienced Tax Manager to join our team in West Bend, Wisconsin. In this role, you will oversee a variety of tax-related tasks, including the preparation and review of tax returns, financial statements, and tax planning strategies. You will also play a key role in managing client engagements and guiding staff accountants to ensure the delivery of high-quality services.
Responsibilities :
- Prepare and review tax returns for individuals, corporations, partnerships, and non-profit organizations, ensuring compliance and accuracy.
- Conduct tax planning engagements to identify opportunities for clients to optimize their tax positions.
- Analyze financial statements and oversee monthly or quarterly accounting services to maintain accurate records.
- Provide strategic business and tax consulting to clients, offering solutions tailored to their unique needs.
- Communicate effectively with clients to address tax-related inquiries and provide updates on engagements.
- Manage multiple client engagements simultaneously, ensuring deadlines and quality standards are met.
- Delegate tasks to staff accountants and provide guidance to ensure timely and accurate completion of work.
- Draft correspondence and responses to tax notices for clients.
- Participate in development programs to stay updated on industry trends and regulations.
- Proficiency in preparing annual income tax provisions and corporate tax returns.
- Experience with tax software such as CCH ProSystem Fx and CCH Sales Tax.
- Strong knowledge of individual and entity tax return preparation.
- Familiarity with entity formation processes and related tax implications.
- Excellent organizational skills to manage multiple client engagements and deadlines.
- Effective communication abilities for client consultations and team collaboration.
- Dedication to growth through ongoing development programs.