• Collaborate on various client service engagement teams that support a wide range of clients
• Interact with and provide support to clients on various sales and use tax functions, compliance, and consulting matters
• Preparation, review, and filing of sales and use tax returns
• Analyze and reconcile data to support the sales and use tax compliance process
• Retrieve, process, and finalize tax data from the client’s system through GTM’s sales and use tax processes and software
• Reconcile client’s internal sales and use tax general ledger accounts
• Log, research, and respond to client tax notices and inquiries
• Assist the team and leadership in implementing, upgrading, and maintaining tax technology tools used to support clients’ processes
• Prepare, review, and file client business registrations
• File refund claims, protests, and voluntary disclosures as required
• Implementation and support of procedural changes due to regulatory requirements
• Conduct research to remain current with legislative changes made to applicable tax laws
• Supply data as required for audit support

Tax Analyst, State & Local Tax (SALT) Indirect

• Prepares and files tax returns and reports in compliance with established deadlines.
• Responsible for determining tax implications of company actions and develops strategies for minimizing liability.
• Keeps abreast of changes in federal, state, and local tax legislation.
• Utilizes appropriate internal and external resources to monitor changes in applicable foreign tax legislation.
• Responsible for managing the tax reporting, tax planning, and compliance function.
• Oversee the completion of accurate tax returns to minimize the tax obligations of the organization.
• Manage international resources to ensure proper compliance of subsidiaries in all applicable jurisdictions.
• Provide innovative tax planning and review complex income tax returns.
• Identify and mitigate tax risks.
• Manage tax provision and tax compliance process.
• Own the sales/value-added tax process and compliance.
• Manage and coordinate tax audits.
• Maintain tax balances on general ledger.
• Prepare all tax papers in regular basis and handle all information data requests.
• Coordinate and manage transfer pricing policy compliance process.
• Lead projects on a cross-functional basis.
• Help develop and implement new projects, policies, and procedures for a department to meet key corporate initiatives.
• Develop key relationships with internal and external consultants and stakeholders.

Tax Manager

• Serve as a Performance Advisor, mentor or coach to one or more employees
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team
• Advise clients on a full spectrum of International Tax services
• Reviewing US international information reporting forms
• Reviewing quantitative analysis and projects of international tax professionals
• Manage corporate international client needs with respect to tax services and federal and state tax compliance

Manager – International Tax Business

• Aprio’s tax professionals are committed to exceptional client service and developing and implementing intelligent strategies that can reduce our clients' tax bills
• Responsible for managing and leading a team of tax professionals, delegating tasks and responsibilities, and overseeing the work of your team members
• Developing and implementing tax strategies. This will involve staying up-to-date with changing tax laws and regulations and identifying opportunities for tax planning
• Providing consulting services to clients on various tax-related issues such as mergers and acquisitions, tax planning, and corporate restructuring
• Conduct tax research to stay up-to-date with changing tax laws and regulations and identify opportunities for tax planning
• Responsible for preparing and reviewing tax returns for clients, ensuring that they comply with relevant tax laws and regulations
• Responsible for communicating with clients and stakeholders, including tax authorities and other regulatory bodies, to ensure that all tax-related matters are handled effectively and efficiently
• Manage client relationships and ensure that clients are satisfied with the services provided by your team.
• Training and mentoring team members

Senior Tax Manager

• Review federal and state corporate returns; Review high level federal and state partnership returns.
• Train and supervise staff, review and evaluate their work.
• Perform evaluations on lower level staff.
• Manage compliance engagements, from budgeting to scheduling to managing staff.
• Make suggestions to help improve efficiencies, within department and on engagements.
• Build new and existing client relationships and demonstrate interest and knowledge of client's business
• Perform research and draft memoranda on corporate tax issues.

Tax Manager – Corporate

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client's Qualified Plan needs (as applicable)
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Senior Tax Manager – Corporate

• Manage client service accounts and lead engagement workstreams
• Supervise and mentor teams to produce exceptional outcomes
• Independently tackle and resolve intricate problems
• Leverage team capabilities to meet client needs
• Integrate technology and innovative methods into service delivery
• Drive efficiency through automation and digital solutions
• Assure quality and adherence to project timelines
• Encourage continuous improvement and professional development

Wealth Management Tax Services Manager

• Identify areas within tax compliance, reporting, and planning that are ideal for process standardization and automation
• Collaborate with internal stakeholders to understand business needs and translate them into functional automation requirements
• Partner with IT Engineering on the design, testing, and implementation of automated workflows using RPA, AI, and other tools
• Serve as the business-side project lead on assigned automation initiatives, helping define scope, prioritize tasks, and coordinate cross-functional input
• Assist in testing, validating, and implementing automation solutions in collaboration with the Engineering team
• Coordinate user acceptance testing (UAT), training sessions, and documentation efforts for automated processes
• Support the evaluation and implementation of tax technologies, including data analytics tools and reporting solutions
• Work closely with the IT and Tax teams to ensure new automation tools align with current systems and workflows
• Help develop materials and lead training sessions to support adoption of new tools and processes within the tax department
• Act as a change agent by promoting a culture of innovation and continuous improvement
• Assist in tracking KPIs and metrics to measure the impact and effectiveness of automation projects
• Provide regular updates to leadership and key stakeholders on progress, issues, and opportunities

Tax Technology Manager

• Provide employment tax advocacy and controversy services on civil matters.
• Investigate, analyze, and problem solve various federal and state employment tax controversy issues.
• Educate and advise clients on taxation rules and best employment tax practice procedures.
• Examine and advise on processes for Forms 940, 941, W-2, 1099, etc.
• Respond to IRS and other tax authority inquiries when requested.
• Demonstrate excellent team skills, positive attitude and high ethical standards.

Tax Associate – Advocacy & Controversy Tax

• Provide tax advocacy and controversy services on civil matters
• Representing clients for IRS notice responses, penalty abatement requests, and other IRS negotiations
• Advocate on clients' behalf before IRS collections and all 50 state tax agencies
• Respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Demonstrate excellent team skills, positive attitude and high ethical standards

Tax Senior Associate – Advocacy & Controversy

• Prepare, review and reconcile data downloads to general ledger
• Timely and accurately prepare transactional (sales/use) tax returns for multiple legal entities
• Monthly general ledger account reconciliations of sales and use tax accounts
• With guidance, respond to inquiries and requests from various state agencies
• With guidance, provide supporting documentation for transactional tax audits
• Assist in the record retention for exemption certificates
• Conduct preliminary tax research and taxation forms using online tax tools
• Support business units on transactional tax issues in-order to remain compliant with tax law while collaborating on business unit processes
• Participate in multiple business projects to identify and implement process improvements and process streamlining with respect to sales/use tax (i.e. system implementations, internal controls audits, etc.)
• Review and calculate use tax monthly reporting for multiple legal entities

Tax Analyst – Indirect Tax

• Play a key role in the administration and support of the Foundation for Jewish Day Schools (FJDS) Educational Improvement Tax Credit (EITC/OSTC) programs
• Support program operations including donor processing, financial tracking, scholarship allocation, compliance, and stakeholder engagement
• Complete donation process workflows with accurate entry, documentation, and compliance
• Reconcile contributions across all PEP LLC entities; Identify discrepancies and resolve variances
• Coordinate scholarship allocation processes; Manage spreadsheets to track funds
• Compile financial, scholarship, and demographic data to support audits and compliance requirements
• Coordinate logistics and materials for quarterly Board and committee meetings

EITC Coordinator – Educational Improvement Tax Credit

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
• Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Support the growth and development of team members
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Tax Manager, Private Wealth

• Participating in sales and marketing efforts including speaking engagements, drafting proposals, and attending sales meetings
• Managing teams and leading several active projects
• Develop and deliver key project documentation including requirements documents, design documents, and test plans
• Serve as the Project Manager for third-party tax software implementations (ex: Corptax, ONESOURCE, Oracle TRCS, Longview, Bloomberg) and custom software development projects
• Work closely with clients to gather feedback on their issues and translate to Grant Thornton service offerings that support their overall tax objectives
• Team with tax subject matter specialists to bring complete professional expertise to our clients
• Assist with developing and leading staff to enable them to perform core project activities; supervise several staff resources during long term projects
• Participate in sales and proposal development meetings; network and develop key relationships both within Grant Thornton and externally
• Manage a broad range of complex tax technology projects from commencement to completion and a proven track record of delivering projects to a wide range of clients.

Senior Manager, Tax Transformation and Automation

• Write and produce practical tax content on a timely and regular basis with a focus on assigned news and features and gallery stories covering federal and state tax concepts and developments
• Assist the senior tax editor and the Kiplinger team with other editorial projects

Tax Writer

• Demonstrate proactive client contact; viewed as a trusted business partner
• Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
• Coach staff on business development strategies
• Could have direct profit responsibility for specialty practice
• Responsible for ongoing planning, marketing and business development of a specialized department
• Responsible for team and or department meeting budgeted goals
• Responsible for practice billing and timely collection of fees
• Participate in various administrative aspects of managing business unit
• Establish team environment and a positive culture
• Ensure quality control standards are met
• May be a member of the Senior Operations Management Team
• Additional responsibilities as assigned

Tax Managing Director – Corporate

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
• Advise and make recommendations to clients on business succession planning
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

High Net Worth Tax Principal

• Support the overall execution of family office client engagements
• Develop insights and strategic recommendations for family offices
• Prepare, communicate, and present client reports and written deliverables
• Contribute to the evolution of RSM’s family office advisory offerings
• Manage internal practice development initiatives
• Assist in proposal generation and business development efforts

Tax Manager – Family Office, Advisory Services

• Advise family office and multi-generational families on a full spectrum of tax services
• Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation
• Anticipate client needs and collaborate with RSM colleagues
• Participate in prospective client proposals
• Develop and sustain strong relationships with clients

See all jobs on JobTailor

Tax Analyst, State & Local Tax (SALT) Indirect

Tax Manager

Manager – International Tax Business

Senior Tax Manager

Tax Manager – Corporate

Senior Tax Manager – Corporate

Wealth Management Tax Services Manager

Tax Technology Manager

Wealth Management Tax Services Manager

Tax Associate – Advocacy & Controversy Tax

Tax Senior Associate – Advocacy & Controversy

Tax Analyst – Indirect Tax

EITC Coordinator – Educational Improvement Tax Credit

Tax Manager, Private Wealth

Senior Manager, Tax Transformation and Automation

Tax Writer

Tax Managing Director – Corporate

High Net Worth Tax Principal

Tax Manager – Family Office, Advisory Services

Tax Senior Manager – Family Office