Private Client Tax Manager - 1040 (Hybrid)

TJT; United States; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Covered health insurance

Flexible PTO

Dental, vision, and disability insurance

Automatic employer 401(k) contribution

Parental leave

Relocation assistance

Job summary

A leading CPA firm is seeking a Tax Manager specializing in individual (1040) tax compliance and planning to join their team in North Carolina. This role focuses on preparing complex tax returns for high-net-worth clients. Candidates should have at least 5 years of public accounting experience, strong tax knowledge, and excellent communication skills. The firm offers a hybrid work model, reasonable hours during busy seasons, and comprehensive benefits, promoting a collaborative culture dedicated to client service.

Qualifications

• 5+ years of public accounting with a focus on complex individual tax returns.
• Strong understanding of individual taxation and related entities.
• Experience with high-net-worth and legacy clients.

Responsibilities

• Lead the preparation and review of complex individual income tax returns.
• Oversee the client engagement lifecycle for individual tax clients.
• Serve as a trusted advisor for legacy clients.

Skills

Public accounting experience with individual tax returns

Integration of tax returns

Client relationship management

Organizational skills

Communication skills

Mentoring skills

Education

Bachelor's degree in accounting or finance

Master's degree in accounting

Active CPA license

Job description

A leading CPA firm is seeking a Tax Manager specializing in individual (1040) tax compliance and planning to join their team in North Carolina. This role focuses on preparing complex tax returns for high-net-worth clients. Candidates should have at least 5 years of public accounting experience, strong tax knowledge, and excellent communication skills. The firm offers a hybrid work model, reasonable hours during busy seasons, and comprehensive benefits, promoting a collaborative culture dedicated to client service.