Tax Manager

Summary

Join our team as a skilled and client-focused Tax Manager, a key leadership role. You will review tax returns (partnership/corporate), conduct research, coordinate year-end planning, and manage multiple projects and client relationships. The position involves little to no supervision, but includes delegation and supervisory responsibilities with less experienced staff. Cross-departmental collaboration with other Boulay departments may be required. A Bachelor’s Degree in Accounting or Finance with 150 credit hours, 6+ years of public accounting experience, and a CPA, J.D., or EA are required. The salary range is $110,000-$165,000, with potential for additional compensation and a wide range of benefits.

Requirements

• Bachelor’s Degree in Accounting or Finance degree, with 150 credit hours
• 6+ years of progressively challenging Public Accounting experience
• CPA, J.D, or EA
• Solid track record of career achievements and work quality
• Tax preparation and review experience (Individual and/or Business)
• Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
• Strong knowledge of Internal Revenue Code, tax law, and tax processes
• Familiarity with financial statement procedures and the ability to distinguish between material and immaterial items
• Familiarity with generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards

Responsibilities

• Review advanced tax computations, workpapers, and tax entries
• Assist clients with bookkeeping and adjusting journal entries
• Review tax returns (individual, partnership, multistate, corporate, and other)
• May be authorized to sign tax returns in the course of this role
• Manage year-end planning and quarterly tax estimates
• Address IRS or State Taxing Authority notices and provide a timely response
• Review and assist in researching technical issues
• Verify the validity and accuracy of client financial matters
• Initiate and manage client communications
• Identify and communicate issues and tax planning ideas with a Partner
• Coordinate, plan, and schedule workflow for effective engagement management
• Organize and coordinate clients’ income tax data for accurate and timely completion
• Delegate and oversee the initial preparation and set-up of client files
• Delegate preparation of payroll and quarterly/year-end payroll tax returns

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home