A client of Insight Global is looking to bring on a Tax Manager to oversee and manage federal and state tax returns for a diverse portfolio of clients, including individuals, trusts, estates, non-profits, corporations, and partnerships. This person will collaborate with clients and the advisory team to develop and implement tax planning strategies, ensuring compliance with all relevant regulations and optimizing tax outcomes.
They will coordinate with multiple stakeholders to integrate their requirements into the tax planning process and run client-facing meetings to present updates, discuss new strategies, and gather feedback. This person will oversee project progress, address any issues, ensure legal compliance of all tax-related content, and provide leadership and support to their team.
Responsibilities:
Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships.
Manage existing and build new client relationships.
Oversee tax planning strategies for clients and run tax projections.
Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities.
Support and collaborate with the advisory team on tax planning related functions.
Manage workflow, budgets, and billings.
Evaluate and develop processes and procedures to improve tax department efficiency.
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Minimum 7 years of public accounting experience with an extensive background in taxation.
CPA or JD required; Masters in taxation preferred.
Ability to prepare, review, and sign tax returns
Ability to manage multiple client engagements and projects.
Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect).
Excellent written and verbal communication skills.
Strong research and analytical skills.
Willingness and desire to be part of a team.
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.