Tax Manager

Tax Manager – Individuals

Responsibilities

• Review and oversee the preparation of individual and fiduciary income tax returns (Form 1040, Form 1041) prepared by staff, ensuring accuracy, completeness, and compliance with tax regulations using CCH Axcess

• Manage and supervise the preparation of quarterly tax estimates and extensions; familiarity with BNA Income Tax Planner is a plus

• Lead client communications, providing guidance on open items, inquiries, and tax planning strategies

• Serve as the main point of contact between clients and internal teams, maintaining professionalism and clear communication throughout the engagement

• Mentor and guide junior associates, ensuring proper training, workload distribution, and professional development

• Collaborate with senior leadership to communicate status updates, client needs, and potential risk areas

• Handle complex or high-net-worth client situations and assist in resolving escalated issues

• Lead or support miscellaneous ad hoc projects and initiatives as needed Qualifications

• Minimum 7 years’ experience in individual tax preparation and review

• Proven leadership, communication, and client management skills

• CPA preferred

• Experience with CCH Axcess and/or BNA Income Tax Planner strongly preferred

• Strong organizational and time management skills with the ability to manage multiple priorities

• Professional demeanor and attitude aligned with manager-level responsibilities in a client-facing role

Shift timing: Monday to Friday: 8am to 6pm EST

Notice Period: 30 days or less notice only