Job Description
D2D:
Insight Global is currently seeking a Tax Manager for one of their Financial Services partners in Atlanta, GA. This position is responsible for partnering with Financial Advisors to prepare returns and ensure that high quality tax services are provided to our partners clients who own businesses/and or are clients of the firm. A successful Tax Manager will be accountable for all department functions, contributing to the organization's growth with the potential to join the Firm's partner track.
Core Responsibilities:
* Prepare and/or review complex business tax returns and business tax planning
* Prepare personalized client communication and build strong relationships with clients
* Manage and monitor client engagements and due dates
* Ensure personalized client satisfaction through open communication, managing and meeting deadlines, and proactively sharing tax strategies
* Research and prepare work papers for each client file and situation
* Conduct tax research and prepare memorandum to educate employees and clients
* Respond to IRS and state agency audits, inquiries, and tax notices
* Prepare internal memoranda, written correspondence/guidance and other documents for submission to the IRS or Treasury Department
* Review and manage staff deliverables including tax returns, extensions, and tax projections for our practice
* Work closely with partners to schedule, manage and delegate projects with staff and provide ongoing accounting and tax assistance
* Assist with employee training for new hires and ongoing CPE
* Keep abreast of current developments in the tax area by attending professional development and continuing education sessions on a regular basis
Required Skills & Experience
Must:
* Four-year degree (BA or BS), preferably in Accounting, Economics, or a related field + Master's Degree
* Active CPA license
* 5+ years of experience preparing all types of tax returns with a public CPA firm or private company and at least 2 years reviewing business tax returns and planning engagements
* Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
* Able to write reports and correspondence to clients and government agencies
* Able to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
* Able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
* Experience using Tax Software, preferably Lacerte
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.