Senior Tax Manager

Socket.dev; Coral Gables (FL); On-site; USD 160,000 - 210,000; Full time

Job summary

Socket.dev in Florida is seeking a Senior Tax Manager to lead tax planning and compliance for corporate, partnership, and trust matters. You will supervise staff, advise clients, and drive process improvements in tax procedures, aligning with firm growth and client service goals.

The ideal candidate has 10+ years in public accounting, CPA, and strong tax knowledge across entities and high-net-worth individuals.

Qualifications

• 10+ years of continuous experience in public accounting.
• Extensive experience with corporate/partnership/trust tax and high-net-worth individuals.
• CPA required.
• Bachelor’s in Accounting and Master’s degree in Taxation.
• Spanish and/or other languages a plus.
• ProSystems fx tax, Engagement, QuickBooks, Excel, and/or RIA Checkpoint experience is a plus.

Responsibilities

• Review tax returns prepared by staff and make recommendations on return preparation regarding accuracy, tax savings opportunities and compliance with tax law.
• Ensure accurate, timely filing of federal, state and local income tax returns and other business-related filings.
• Manage managers, supervisors, seniors and junior staff.
• Manage client book and guide them as a trusted advisor.
• Find and implement opportunities for process improvement in company tax procedures.
• Develop and implement strategic tax planning for federal and state taxes.
• Research and consult on complex tax matters.
• Develops and maintains expertise in the taxation area, responsible to keep staff in the firm informed of changes and developments.
• Identify and implement tax planning, tax saving strategies and consulting opportunities.
• Research the implications of tax laws to discuss with Partners and advise clients on tax-related issues.
• Supervise, train, and mentor associates and junior associates on client engagements and technical issues.
• Demonstrates initiative, creativity, and imagination in approaching work.
• Participation and organization of in-house training and development programs.
• Assistance in developing and maintaining effective control procedures over all aspects of the tax process.

Skills

Public accounting

Leadership

Communication

Tax research

CPA

Spanish (plus)

Education

Bachelor in Accounting

Master in Taxation

Tools

ProSystems fx tax

Engagement

QuickBooks

Excel

RIA Checkpoint

Job description

Sr. Tax Manager

Job Description

In order to meet the growing needs of our clients and our continued growth, our firm is looking for a Senior Tax Manager. The ideal candidates will be individuals highly focused on their careers with an ambition to grow and make a difference in the firm they join for years to come. Individuals with partner-track minds are encouraged, but not a requirement. Please read below for more precise detail of the position’s responsibilities and requirements.

Responsibilities:

• Review tax returns prepared by staff and make recommendations on return preparation regarding accuracy, tax savings opportunities and compliance with tax law.
• Ensure accurate, timely filing of federal, state and local income tax returns and other business-related filings.
• Manage managers, supervisors, seniors and junior staff.
• Manage client book and guide them as a trusted advisor.
• Find and implement opportunities for process improvement in company tax procedures.
• Develop and implement strategic tax planning forfederal and state taxes.
• Research and consult on complex tax matters.
• Develops and maintains expertise in the taxation area, responsible to keep staff in the firm informed of changes and developments.
• Identify and implement tax planning, tax saving strategies and consulting opportunities.
• Research the implications of tax laws to discuss with Partners and advise clients on tax-related issues.
• Supervise, train, and mentor associates and junior associates on client engagements and technical issues.
• Demonstrates initiative, creativity, and imagination in approaching work.
• Participation and organization of in-house training and development programs.
• Assistance in developing and maintaining effective control procedures over all aspects of the tax process.

Qualifications and Requirements:

• 10+ years of continuous experience in public accounting
• Extensive experience with corporate/partnership/trust tax and high-net-worth individuals
• Strong organizational and interpersonal skills
• Excellent written and oral communication skills
• Strong accounting, analytical, and research skills
• Strong knowledge of tax code, compliance and procedures for corporations
• Familiarity with U.S. federal, state and local reporting requirements
• Ability to work independently and manage multiple projects in a fast-paced environment
• Should value teamwork, client service, and quality in detailed work
• Prior supervisory and client planning experience
• Bachelor’s in Accounting and Master’s degree in Taxation
• CPA required
• A plus if you are proficient with ProSystems fx tax, Engagement, QuickBooks, Excel, and/or RIA Checkpoint.
• A plus if you have client planning experience.
• A plus if you know Spanish and/or other languages.

Competitive compensation package and salary commensurate with experience.