Manager, Tax- Real Estate - UHY LLP
Houston, TX 77064
About the Job
THE FOCUS IS YOU
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.
WHAT YOU WILL DO
Regular duties include (but are not limited to):
Tax Strategy and Engagement Oversight
- Help with the development and implementation of 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 make adjustments 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 their 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
Team Collaboration
- 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 your 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
WHAT WE ARE LOOKING FOR
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 FH, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred Education and Experience
- Juris Doctor (JD) degree for specialty positions
Travel
- Travel may be frequent and unpredictable, depending on client’s needs
WHO WE ARE
READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.
A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.
AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
DIVERSITY, EQUITY & INCLUSION
We are committed to furthering our DE&I journey through building a diverse professional community based on equitable treatment for all and a collaborative culture that values inclusion.
Experience and Education:
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