Tax Preparation Manager - SMGABA LLC

Job Title: Tax Preparation Manager

Schedule:

• Standard Hours:Monday – Friday, 8:45 am – 5:30 pm
• Tax Season:Saturdays required; three nights per week until 8 pm

Compensation: Based on Experience

Location: Preferably near our St. Petersburg, FL, or Islandia, NY office; however, this is not a requirement.

Why You’ll Love Working at SMG ABA LLC

At SMG ABA LLC, we value our team members and are committed to supporting your success and well-being. Joining our team comes with these incredible benefits:

• Comprehensive Healthcare: Nearly 100% employer-paid medical insurance premiums, plus dental and vision coverage.
• Retirement Savings: 401(k) plan with employer matching to help you secure your future.
• Work-Life Balance: Generous paid time off and an employee volunteer program for community involvement.
• Professional Development: Paid onsite continuing education, a mentor program, and opportunities for advancement.
• Team Culture: Regular team-building events and outings to foster collaboration and camaraderie.

Position Overview

We’re seeking a skilled Tax Preparation Manager to lead our tax preparation and compliance efforts while ensuring the accuracy of financial reporting. In this role, you will oversee the preparation and review of corporate and individual tax returns, manage tax filings, and provide mentorship to junior team members. You’ll also collaborate with clients, offering insights into their financial and tax-related needs.

Key Responsibilities:

• Prepare, analyze, and present financial reports on a periodic basis.
• Ensure the accuracy, timeliness, and integrity of financial statements.
• Oversee and maintain reconciliations of general ledgers.
• Communicate with clients regarding financial reports, tax matters, and related inquiries.
• Prepare and review sales and payroll tax filings.
• Oversee monthly, quarterly, and year-end closings.
• Mentor and provide guidance to accountants and bookkeepers.
• Manage the preparation and review of federal, state, and local tax returns for individuals, businesses (S-Corps, C-Corps, LLCs, and Partnerships), and trusts.
• Ensure accurate and timely filing of all tax forms, including extensions and estimated tax payments.
• Stay current with changes in tax laws and regulations and advise the firm on necessary updates to practices.
• Conduct tax research to resolve complex client issues and support planning initiatives.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; a Master’s in Taxation is a plus.
• CPA or equivalent certification preferred.
• 5+ years of experience in accounting, with a focus on tax preparation and compliance, preferably in a public accounting firm.
• Proficiency in accounting software (e.g., QuickBooks, Xero) and advanced Microsoft Excel skills.
  Proficiency in tax preparation software (e.g. CCH Axcess)
• Strong knowledge of federal, state, and local tax regulations and compliance requirements.
• Excellent communication skills and a collaborative mindset.
• Strong analytical and problem-solving abilities with attention to detail.
• Ability to work independently, manage deadlines, and prioritize effectively in a fast-paced environment.

About SMG ABA LLC

At SMG ABA, we’re more than just an accounting firm—we’re a team united by shared values and a commitment to excellence. As a six-time Inc. 5000 company, we’ve established ourselves as leaders in the industry, fostering innovation, growth, and teamwork. With offices in Islandia, New York City, and St. Petersburg, Florida, we offer an environment that encourages collaboration, professional development, and the celebration of achievements.

To learn more, visit smgaba.com. Join us today and take the next step in your professional journey!