About the Role:
An 18 person CPA firm, with 4 partners, is looking for a strong Tax Manager to join their team. The client base is a lot of real estate with other high end clients in the retail, manufacturing, professional services, and commercial industries. You will oversee tax engagements, prepare and review a variety of tax returns, and serve as a primary point of contact for clients. This is a place that doesn’t normally require weekend work during extension season for the 9/15 and 10/15 deadlines.
Responsibilities:
Prepare and review complex federal, state, and local income tax returns for individuals, C corporations, S corporations, partnerships, LLCs, trusts, and estates.
Analyze financial statements, trial balances, general ledgers, and supporting schedules to prepare accurate tax returns and identify book-to-tax adjustments.
Calculate and review taxable income, depreciation and amortization, capital gains and losses, basis adjustments, and other tax-sensitive items.
Prepare and review Schedule K-1s, including the analysis of pass-through income, distributions, contributions, and partner or shareholder basis.
Address complex tax matters involving entity structuring, multi-state taxation, apportionment, nexus, credits, deductions, and tax elections.
Perform tax research and interpret federal, New York State, and local tax laws and regulations to determine appropriate tax treatments and support tax positions.
Identify tax planning opportunities and advise clients on estimated tax payments, entity selection, tax-efficient transactions, and other strategies to minimize tax liabilities.
Manage tax engagements from initial planning and document collection through preparation, review, filing, and post-filing follow-up.
Serve as the primary point of contact for assigned clients, communicating directly with business owners, executives, and individuals to resolve tax questions and explain tax results.
Manage tax notices, respond to inquiries from taxing authorities, and assist with tax examinations and audit-related matters.
Requirements:
Bachelor’s degree in Accounting or a related field required. CPA license or progress toward CPA licensure preferred.5+ years of public accounting experience, with a strong background in tax preparation and review
