Job Description: Tax Lead (participate in revenue sharing and bonus program!)

We’re seeking a dedicated Tax Manager to join our Tax and Advisory group. The ideal candidate should demonstrate a keen interest in staying abreast of tax regulations, possess excellent time management skills, and ensure timely compliance with deadlines. Responsibilities include client interviews, task delegation, financial statement and tax return preparation, and effective client communication.

Perks of the Tax Lead role:

• Health, dental & vision insurance.
• Paid time off.
• Professional development assistance.
• Competitive compensation package and a supportive work environment.

Responsibilities of the Tax Lead:

• Process interim and annual compilations, including full disclosure statements.
• Supervise and review accounting and tax projects.
• Plan, supervise, and complete complex individual, corporate, and partnership tax engagements.
• Conduct tax planning and consultations for individuals and businesses.
• Research complex accounting and tax issues.
• Manage and review payroll and sales tax reports.
• Resolve IRS notices.
• Mentor and train staff members.
• Availability during business hours and willingness for overtime as needed.

Requirements of the Tax Lead:

• Bachelor’s Degree in Accounting or related field; Master’s is a plus
• CPA licensed or CPA Eligible is a plus
• Proven work experience as a Senior Tax Accountant or Senior Tax Preparer.
• Bilingual in Spanish is a strong plus
• Familiarity with several tax software (Lacerte, CCH, QuickBooks, Xero).
• Excellent planning and organizational skills.
• Strong interpersonal and communication skills.
• Attention to detail with a professional demeanor.