Senior Tax Manager

LG Legacy Group, LLC; Dresher (Montgomery County); On-site; USD 145,000 - 205,000; Full time

Job summary

An established industry player is seeking a Senior Tax Manager to join their dynamic team. This role offers the opportunity to work closely with clients, providing tailored tax and accounting services while fostering professional growth within a supportive environment. You'll engage in complex tax engagements, collaborate with experienced partners, and contribute to community outreach initiatives. If you're passionate about client service and eager to develop your skills in a fast-paced setting, this position is perfect for you. Join a firm that values excellence, teamwork, and community involvement.

Qualifications

• 8+ years of recent experience in public accounting.
• Ability to manage multiple clients and budgets.

Responsibilities

• Assist in preparation and review of complex tax engagements.
• Consult with partners and clients on business matters.
• Identify and resolve technical tax issues.

Skills

Analytical Skills

Communication Skills

Technical Aptitude

Client Service Focus

Education

Bachelor’s or Master’s degree in Tax, Accounting, Management, or Economics

CPA certification

Tools

CCH Prosystem tax software

Excel

Word

CCH

BNA

Job description

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LG Legacy Group, LLC is a fast growing, highly specialized tax and accounting advisory Certified Public Accounting firm located just outside of Philadelphia. We work with many business owners with varying issues and we pride ourselves on being their trusted advisors. At LG Legacy Group, we value meeting our client’s needs above all else. With a dedicated staff of CPAs, Enrolled Agents, highly-specialized Certified QuickBooks Pro Advisors, and years of experience assisting high net worth individuals and entrepreneurs, LG Legacy Group’s team is here to provide personalized and sophisticated tax and accounting services.

We are a firm that is client focused while highly valuing our team members and our local community. We have organically created a culture of professional excellence and attention to detail in an environment where individuals can grow and achieve their personal and professional goals. This has been done while recognizing our responsibility to give back in the community through encouraging volunteering activities by all LG Legacy Group employees and partners.

Skills

At LG Legacy Group, LLC, you will be exposed to tax procedures, consulting and tax return preparation which will involve independent tax research, tax planning, and the preparation of supporting work papers on various tax returns and projects. You will have an opportunity to work alongside Partners, Managers, and peers as a member of the engagement team. Additionally, you will have an opportunity to learn new skill sets, be involved in office community activities, and build lasting relationships with members of the LG Legacy team. Your experience will include, but will not be limited to, the following:

• Working on a variety of client engagements in varying industries
• Networking with your peers
• Giving back to the community through outreach activities

Additional Job Responsibilities Include

• Assisting in the preparation and detail review of large, complex tax engagements for individuals, trusts, partnerships and corporations.
• Consult with partners and clients to develop a rapport with them on business matters.
• Willingness to participate in firm networking event.
• Identifying and resolving technical tax issues.
• Responding to inquiries from the IRS and other taxing authorities.
• Identifying, researching, and assessing various tax issues while also providing information
• to senior team members.
• Train staff and review, evaluate, and provide feedback on their work.
• Collaboratively working with client team members.
• Manage multiple clients, budgets and workflows.

Experience

• Bachelor’s or Master’s degree in Tax, Accounting, Management and/or Economics.
• CPA required.
• 8+ years recent experience in public accounting.

Skill Requirements

• Excellent analytical, communication (written and verbal), and interpersonal skills.
• Strong technical aptitude and skill set.
• A willingness to learn and succeed in a dynamic environment.
• The willingness and ability to work additional hours during peak seasons, as needed.
• Must be client-service focused and career oriented.
• Excel, Word, CCH, BNA, and CCH Prosystem tax software are a plus.

It is LG Legacy Group’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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