Tax Manager

This role is ideal for an experienced professional in tax return preparation. The ideal candidate will have a solid foundation across multiple accounting areas, including individual and business tax filings, corporate accounting, and tax-efficient planning strategies. You will help ensure compliance with financial regulations, prepare tax returns for both individual clients and business owners, and offer valuable financial insights that support our organization's broader goals. Your proficiency with tax accounting software and financial management tools will play a key role in supporting client success. Duties Prepare and review financial statements in accordance with GAAP. Assist with audits to verify adherence to regulatory requirements. Oversee accounts payable and accounts receivable activities. Complete balance sheet reconciliations and manage general ledger functions. Prepare tax returns and provide clients with guidance related to bookkeeping. Mentor and support junior members of the accounting team. Conduct cash flow analysis and assist with budgeting and forecasting. Use accounting and financial software such as QuickBooks, PeopleSoft, Sage, Xero, and Microsoft Excel to streamline reporting and analysis. Collaborate with CFP colleagues on analysis of ESOPs and other deferred compensation programs to help optimize client tax strategies. Requirements Active Certified Public Accountant (CPA) license. Strong understanding of SOX compliance, LIHTC guidelines, and core technical accounting principles. Proficiency with accounting and tax preparation software including QuickBooks, Thomson Reuters Accounting CS, UltraTax, and advanced Excel. Background in public accounting with extensive experience preparing individual and business tax returns. Knowledge of wills, trusts, and estate-related concepts is helpful. Ability to perform accurate double-entry bookkeeping. Strong analytical abilities with experience in cash flow management, reconciliation, and overall financial analysis. Effective communication skills for collaborating with the team and guiding junior staff. Familiarity with governmental reporting requirements is a plus.