Tax Manager

Company: Professional Perspectives
Location: Boulder
Posted on: May 13, 2022

Job Description:

RESPONSIBILITIES AND SPECIFIC DUTIES

• Review and manage staff deliverables including tax returns, extensions, tax planning and compliance.
• Provide guidance to tax professionals on taxation compliance and planning matters.
• Prepare and review complex tax planning and future projections for individual and closely held businesses.
• Manage and monitor client deliverables and due dates.
• Prepare and review complex U.S. and state individual, partnership and corporate tax returns.
• Conduct complex tax research and prepare memorandum outlining findings and conclusions.
• Respond to IRS and state agency audits, inquires, and tax notices. Communicate with IRS and clients in connection with audits, inquires, and tax notices.
• Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters.
• Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients' needs.
• Lead department in knowledge of software, processes, and workflows.
• Assist with employee training for new hires and ongoing employee training.
• Engage in consulting and special projects as requested by Management and Clients.
• Takes direction and reports to the Partners of the tax department.
  KNOWLEDGE AND SKILL REQUIREMENTS
  • CPA Certification required
  • Good oral and written communication
  • Good time management and organizational skills
  • Proficient in Microsoft Office, Prosystem, Ultratax, and Adobe software
    
    EDUCATION AND WORK EXPERIENCE
    • CPA certification required
    • Bachelor's degree in Accounting or finance required
    • Master's in taxation a strong plus
    • Minimum of 7 years of tax compliance and planning. Experience with staff training, development and oversight.

Keywords: Professional Perspectives, Boulder , Tax Manager, Accounting, Auditing , Boulder, Colorado