Tax Manager - Creative Financial Staffing

Tax Manager

Lakewood Ranch, FL

Why take this Tax Manager role?

• Our client is looking for a Tax Manager to build out the Tax side of the business.
• Incredible opportunity for someone who wants to have a more entrepreneurial career.
• Offers lots of autonomy and ownership of this Tax side of the business.
• All in office, traditional business hour workday.

Responsibilities of the Tax Manager:

• Manage a portfolio of high-net-worth clients for business, partnership, and individual returns.
• Collect and organize financial data and relevant documents from clients.
• Accurately complete federal and state income tax returns (Form 1040) for clients.
• Ensure all information is correct and compliant with current tax laws and regulations.
• Calculate tax liabilities, deductions, credits, and payments.
• Meet with clients to discuss their financial situation and tax needs.
• Provide guidance on tax planning to minimize tax liabilities and maximize returns.
• Address client inquiries and resolve issues related to their tax filings.
• Implement updates to tax filing procedures based on new laws and IRS guidelines.
• Conduct internal audits of tax returns to ensure compliance and accuracy.
• Use tax preparation software to complete and file tax returns electronically.
• Maintain the highest level of confidentiality regarding client information.

What the company needs in a Tax Manager:

• Bachelor’s degree or higher in Accounting or Finance
• 5+ years of tax experience
• Experience with Form 1040, U.S. Individual Tax Returns
• CPA License Designation preferred
• In-depth knowledge of tax law and regulations

Salary: $100,000- $150,000