Tax Manager Specializing in Complex Returns

We are seeking an experienced and strategic Tax Manager to help lead our tax preparation department. The ideal candidate will be a hands-on leader responsible for overseeing all aspects of tax preparation, compliance, and reporting for our diverse clientele.

A key focus of this role will be to manage both our internal and offshore tax preparation teams, review complex tax returns, and develop and implement best practices and efficient workflows to enhance department productivity and accuracy.

The position will have one or more direct report Tax Preparers and coordinate with the offshore tax preparation team, under the direction and supervision of the President.

Minimum Qualifications

5-8 years of progressive experience in tax preparation and compliance, with at least 2-3 years in a management or supervisory role Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus Advanced certification required (e. g.

CPA, EA) Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)

Proven experience managing or coordinating with offshore teams is essential Knowledge of corporate and personal tax planning strategies Additional experience in accounting, finance advisory, and/or consulting services Key Responsibilities Directly manage and mentor a team of internal tax preparation professionals Oversee and coordinate the workflow, performance, and training of offshore tax preparation teams Forster a collaborative and high-performing environment, ensuring clear communication and seamless handoff of work between internal and offshore teams Manage and review the preparation of a wide range of tax returns, including federal, state, and local filings for individuals, partnerships, corporations, and trusts Critically review complex tax returns and workpapers for accuracy, completeness, and compliance with federal and state tax laws Serve as a final point of review for r