BGM Group

• Review and sign federal, state, and local individual income tax returns prepared by staff, ensuring accuracy and compliance with applicable laws.
• Manage the end-to-end tax preparation process for individual clients, including planning, execution, and final review.
• Provide guidance and mentorship to junior tax staff, fostering professional development and ensuring quality control.
• Conduct thorough tax planning and research to minimize client tax liabilities and identify tax-saving opportunities.
• Maintain up-to-date knowledge of tax laws and regulations, implementing changes as necessary to ensure compliance.
• Communicate effectively with clients to gather necessary information and provide updates on tax return status.
• Respond to inquiries from tax authorities and assist clients during audits or examinations.

Senior Tax Manager – Individual Tax Review & Compliance