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Tax Manager, CPA
Edge StaffingTax Manager overseeing complex tax returns and client communications at a boutique tax firm. Collaborating with firm employees and representing clients to tax agencies.
About the role
Key responsibilities & impact- - Review (and prepare, if desired) tax returns of varying complexities for businesses, individuals, and trusts/ estates.
- - Research tax questions as necessary.
- - Act as primary contact for client communication, manage relationships, and provide timely, high quality client service.
- - Collaborate effectively and efficiently with all firm employees.
- - Represent clients in communications with the IRS and other tax agencies.
Requirements
What you’ll need- **Required Qualifications:**
- - CPA
- - 5+ years of recent experience in public accounting (tax).
- - Excellent verbal and written communication skills.
- - Ability to review complex tax returns, particularly business and fiduciary returns.
- **Desired Qualifications:**
- - Familiarity with Lacerte Tax software.
- - Experience with tax planning for equity compensation (ISOs, NSOs, RSUs, ESPP).
Benefits
Comp & perks- - 401(k)
- - 401(k) matching - 401(k) (firm contribution after one year)
- - Continuing education credits
- - Dental insurance
- - Flexible schedule
- - Health insurance
- - Health savings account
- - Paid Time Off
- - 5 Days off after tax season (office closed!)
- - Paid Holidays
- - Paid Sick Time
- - Work from home
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax return preparationtax researchtax planningreview complex tax returnsfiduciary returnsbusiness tax returnsequity compensationISOsNSOsRSUs
Soft Skills
client communicationrelationship managementhigh quality client servicecollaborationverbal communicationwritten communication
Certifications
CPA