Tax Manager

Summary

Join Perkins & Co., a leading accounting firm, as a seasoned Tax Manager specializing in high net worth individuals and legacy planning. You will work with a collaborative team, enjoying flexible work arrangements (remote work is supported). The role demands expertise in reviewing complex tax returns (Forms 1040, 1041, 706, 709), managing client relationships, and supervising teams. Perkins offers a supportive culture, emphasizing work-life balance with generous PTO, paid holidays, and parental leave. Career development is prioritized through mentorship and self-selected courses. The compensation package includes a competitive salary, 401(k) profit sharing, and an incentive plan.

Requirements

• Must be a licensed CPA (active)
• Strong experience working with high net worth individual clients and trust/estate issues; Review experience of forms 1040,1041 and appropriate forms and schedules is required
• 5+ years of recent experience in public accounting that includes 2 in a manager capacity, working in a paperless environment, reviewing complex returns, researching complex tax issues, managing client relationships, supervising project teams, and collection of accounts receivable
• Excellent communication skills including a proven ability to give and receive positive and constructive feedback
• Organized, detail-oriented, and ability to solve problems (critical thinker)
• Collaborative approach to getting work done, shares knowledge, and seeks knowledge of others as appropriate
• Embraces new/changing technology; adept at using MS Office (Word, Excel, Outlook, Teams) and tax software (preferably CCH Axcess & Engagement)

Responsibilities

• Manage and supervise project teams
• Review complex tax returns (Forms 1040, 1041, 706, 709)
• Research complex tax issues
• Manage client relationships
• Collect accounts receivable

Preferred Qualifications

Experience with Forms 706 and 709 and reviewing closely held pass through entity returns preferred

Benefits

• 401(k) profit sharing plan; immediate vesting of employer contributions
• 14.5 paid holidays, 5 weeks of paid time-off (PTO), Paid Family and Medical leave
• Incentive plan for sales leads