About the Opportunity
ZaphyrRecruit is partnering with a growing accounting and tax firm to identify an experienced Tax Manager to lead business tax compliance, tax planning, and related accounting initiatives for a diverse client base.
This is a key position that will play an important role in supporting client success through thoughtful tax strategy, technical expertise, proactive problem-solving, and exceptional client service.
The ideal candidate will have a strong background in tax accounting and planning, excellent analytical and problem-solving abilities, and the ability to manage complex client matters with accuracy, professionalism, and attention to detail.
Key Responsibilities
- Prepare and review federal, state, and local tax returns, reports, and regulatory filings in compliance with applicable tax laws.
- Lead and support business tax compliance and tax planning initiatives for a diverse portfolio of clients.
- Prepare and review both individual and business tax returns with a high degree of accuracy.
- Review, analyze, and correct client financial statements, balance sheets, and general ledger reconciliations.
- Analyze financial data to identify tax planning opportunities, potential risks, and areas for improvement.
- Provide guidance on technical tax and accounting matters to clients and internal stakeholders.
- Review and analyze accounting records using QuickBooks, Xero, or similar accounting platforms.
- Manage multiple client engagements, workflows, and deadlines while maintaining clear and proactive communication.
- Apply knowledge of individual taxation and various business entity structures.
- Provide support and guidance on tax matters related to estate planning, wills, and trusts, where applicable.
- Stay current with changes in federal and state tax laws, regulations, and relevant accounting standards.
- Build and maintain strong client relationships by communicating complex tax and accounting matters clearly and professionally.
- Support the firm's broader accounting and tax initiatives as needed.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- CPA license or equivalent professional certification preferred.
- 5+ years of relevant professional experience preferred, ideally within public accounting or corporate accounting with a strong focus on tax.
- Strong knowledge of federal and state tax laws and regulations.
- Working knowledge of GAAP accounting standards.
- Proficiency with QuickBooks, Xero, or similar accounting software.
- Experience with individual taxation and various business entity structures.
- Knowledge of tax matters related to estate planning, wills, and trusts is preferred.
- Strong analytical and problem-solving skills with the ability to interpret and evaluate complex financial data.
- Excellent attention to detail, particularly in account reconciliation and balance sheet reconciliation.
- Strong written and verbal communication skills.
- Ability to manage multiple client workflows, priorities, and deadlines effectively.
- Ability to explain complex tax and accounting concepts in a clear and professional manner.
Benefits
- 401(k) plan
- 401(k) matching
- Paid time off (PTO)
- Paid sick time
Why Consider This Opportunity?
- This is an opportunity to join a growing accounting and tax organization as a Tax Manager and play a key role in shaping effective tax strategies, strengthening client relationships, and supporting the firm's continued growth.
- The successful candidate will have the opportunity to leverage their tax and accounting expertise to help clients navigate complex financial and tax matters while identifying thoughtful, compliant, and forward-looking tax planning opportunities.