BGM Group

Senior Tax Manager – Individual Tax Review & Compliance

BGM Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $120,000 - $140,000 per year

Job Level

Senior

About the role

  • 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.

Requirements

  • Minimum of 10 years of experience in preparing, reviewing, and signing individual tax returns.
  • Enrolled Agent (EA) certification preferred.
  • CPA license is a plus but not required.
  • Proficiency in tax preparation software (e.g., UltraTax, CCH ProSystem FX) and Microsoft Office Suite, particularly Excel.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities.
  • High level of integrity and professionalism.