Manager, Tax - Excel Partners

Manager, Tax

Job Description:

Our client, a small, mid-size CPA firm with offices in Fairfield County, CT, seeks to add a Tax Manager to their team. They have been servicing the tri-state area for almost 40 years across a wide range of industries including financial services, manufacturing, not-for-profit, professional services retail, and more. Offering a great working environment, they have been recognized as one of Connecticut's Top Places to work nearly ten times over the last decade.

The Tax Manager is responsible for overseeing complex tax activities, and clients, managing the performance of staff, and ensuring clients receive quality income tax services and guidance for the firm's diverse set of clientele. Additionally, this position will advise clients on the tax implications of their businesses and evaluate ways to lessen tax burdens.

Some Functions include but are not limited to:
• Prepare complex corporate, partnership, and individual tax returns and planning with no direct
supervision
• Review returns as a whole from a ‘big picture’ perspective
• Technical Review of individual and business tax returns and planning
• Conduct appropriate and applicable research regarding tax issues to ensure accuracy and
implementation of specific tax laws and guide clients and/or suggest alternatives.
• Assist staff with correcting complex errors on tax forms
• Oversee various tax audits as necessary
• Be active in the consulting and planning of tax strategy
• Regularly and proactively correspond with clients regarding the status of projects
• Oversee delegation of work to staff to ensure non-productive time is minimized and excessive
overtime mitigated.
• Identify inefficiencies and share with other staff to improve and affect positive change.
• Travel roughly 15-25%. The geographic area is primarily limited to the Tri-State area.

Requirements:

Bachelor’s degree in accounting or Master’s degree in accounting or taxation or related field
• Minimum 7 year’s tax and management experience required or 2 years’ experience as
Supervisor with above-average performance
• CPA certified or equivalent
• Experience with a variety of income tax filings, e.g., S-Corp, partnership, trust, individual
• Ability to meet time constraints and client deadlines
• Ability to work heavy overtime from January to April 15 (may exceed 55 hours per week).
• Ability to communicate in a team environment effectively and professionally.
• ProSystems FX a plus, QuickBooks and other accounting programs a plus.