• 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

• Lead client calls and present tax returns and strategies
• Prepare accurate tax returns for LLCs and S Corporations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Collaborate with bookkeeping team for accurate reporting

Tax Consultant, CPA

• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

Tax Preparer

• The preparation of federal & multi-state corporate income tax compliance, including returns, estimated payments, and extensions
• Oversee the preparation and review of quarterly income tax provision calculations, including accounting for equity compensation and mergers and acquisitions activity (under IFRS)
• Utilize tax research skills and materials to develop technical arguments to support filing positions and defend audit questions
• Analysis of uncertain tax positions
• Support other internal departments in tax-related matters
• Lead the implementation and integration of ONESOURCE Tax Provision software to optimize both speed and accuracy of tax provision accounting, coordinating with local finance and tax teams to gather global tax data
• Monitor legislative changes that affect or may affect the Company and analyze the impact on current and future operations, and ensure the U.S. tax team remains current on legislative developments
• Coordinate and manage the indirect tax filing process with external partner
• Special Projects as required

Income Tax Manager

• Serve as client’s trusted advisor, demonstrates 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; ensure on time delivery and on budget
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client’s organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Tax Manager – Construction, Real Estate

• 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

• Handling the tax needs of clients regarding personal and business tax matters
• Includes tax return preparation and review
• Year-end tax projection planning
• Estimates and tax research

• Preparation of tax returns
• Basic tax research
• Learning foundations of tax concepts needed as a tax professional
• Work as a team member on both domestic and international client engagements
• Take on additional responsibilities and encounter a broader range of experiences earlier in careers

Tax Staff

• Execute project work plans, including reviewing data and supporting documentation for R&D tax credits under IRC Sections 41 and 174
• Assist in leading technical interviews with client personnel, such as scientists and engineers, to gather key project details
• Prepare and review appropriate quantitative and qualitative documentation to support project results using Microsoft Excel, Power BI, and Alteryx
• Assist in leading client meetings and internal team discussions to communicate project progress and findings
• Support client relationships by delivering exceptional client service and fostering collaboration with stakeholders
• Mentor and train associates through on-the-job technical guidance and coaching, helping them build foundational skills in tax consulting and technology
• Strong analytical, problem-solving, and critical thinking skills, with a focus on innovative and efficient solutions
• Collaborate with managers and senior leadership to manage risk, execute reviews, and deliver high-quality outcomes
• Work in a fast-paced, team-oriented environment to meet deadlines and exceed client expectations

Senior Tax Associate, Federal Tax Consulting Services

• Lead projects in areas of federal credits, including research and development ("R&D") tax credits
• Develop and execute project work plans
• Lead technical interviews with client personnel, such as scientists and engineers
• Develop appropriate quantitative and qualitative documentation to support project results
• Identify value-added opportunities and work in a team environment
• Exhibit proven leadership and project management skills

R&D Tax Manager, Federal Tax Consulting Services

• Maintaining strong client relationships
• Leading and mentoring the tax team
• Preparing personal and corporate tax planning documents
• Developing key performance indicators (KPIs)
• Responding to client tax notices
• Creating tax projections and analyses

Principal CPA, Director of Tax

• Own End-to-End Engagement Support
• Billing support including WIP (work in progress) analysis and invoice preparation
• D365 entry/maintenance
• New client set up and risk assessments
• Drafting engagement contracts for new projects using Icertis or other software
• Submission to DocuSign for delivery to clients and monitoring statuses through software
• Reporting, with a focus on timeliness, accuracy, and consistency across the portfolio
• Monitoring/generating reports, upcoming deadlines or project complexities to flag risks
• Act as a Technology Champion: Lead adoption of core systems (e.g., D365, SharePoint, Icertis, and AI-enablement tools)
• Drive Strategic Resolution: Use sound judgment and business insight to navigate complex issues
• Proactively identify risks and resolve operational roadblocks with minimal escalation
• Influence Stakeholder Success: Build and maintain strong relationships with client service leaders
• Anticipate their needs, communicate proactively, and adjust support models to meet evolving expectations
• Enable Process Improvement: Identify and implement opportunities for workflow optimization and standardization
• Partner with peers and leadership to scale repeatable best practices

Senior Associate, Client Engagement – Tax Operations

• Own End-to-End Engagement Support
• Billing support including WIP (work in progress) analysis and invoice preparation
• D365 entry/maintenance
• New client set up and risk assessments
• Drafting engagement contracts for new projects using Icertis or other software
• Submission to DocuSign for delivery to clients and monitoring statuses through software
• Reporting, with a focus on timeliness, accuracy, and consistency across the portfolio
• Monitoring/generating reports, upcoming deadlines or project complexities to flag risks
• Act as a Technology Champion
• Drive Strategic Resolution
• Influence Stakeholder Success
• Enable Process Improvement

See all jobs on JobTailor

Tax Manager

Tax Consultant, CPA

Tax Preparer

Income Tax Manager

Tax Manager – Construction, Real Estate

Tax Writer

Tax Manager

Tax Staff

Senior Tax Associate, Federal Tax Consulting Services

R&D Tax Manager, Federal Tax Consulting Services

Principal CPA, Director of Tax

Senior Associate, Client Engagement – Tax Operations

Senior Associate, Client Engagement – Tax Operations