Tax Manager

Gerson, Preston, Klein, Lips, Eisenberg & Gelber, PLLC; Boca Raton (FL); On-site; USD 80,000 - 100,000; Full time

Job summary

A certified public accounting firm is seeking highly motivated Tax Managers to join its dynamic Tax Services division. This role focuses on improving tax efficiencies and ensuring compliance while providing support to clients. Candidates should have a Bachelor's degree in Accounting or Taxation and prefer CPA licensure. Excellent analytical, technical, and communication skills are essential. Experience with tax preparation software and managing multiple projects is critical for success in this team-oriented environment.

Qualifications

• Bachelor’s degree in Accounting or Taxation; Master's degree is a plus.
• CPA License or eligibility preferred.
• Experience using tax preparation software and applications.

Responsibilities

• Review tax returns for individuals, partnerships, and corporations.
• Manage engagements, resources, people, and client expectations.
• Establish engagement project budgets and due dates.

Skills

Analytical skills

Technical skills

Communication skills

Relationship management

Education

Bachelor’s degree in Accounting or Taxation

Master’s degree in taxation

CPA License or eligibility

Tools

Tax preparation software

Job description

We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you.

About us:

GERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries.

Responsibilities of the Tax Manager (Trust and Estate) role:

• Review tax returns for individuals, partnerships, and corporations
• Review tax adjustments to financial statements to prepare returns
• Contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen.
• Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
• Consistently handle the complete client engagement and relationship.
• Ensure expectations are clear with the Client Ambassador on deadlines and expectations.
• Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients.
• Establish engagement project budgets and due dates.
• Completes engagements on time, on budget, with highest quality.
• Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance.

Position Requirements of the Tax Manager role:

• Bachelor’s degree in Accounting or Taxation; Master’s degree in taxation is a plus
• CPA License or eligibility to take CPA exam preferred
• Experience using tax preparation software and applications.
• Excellent analytical and technical skills
• Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
• Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes.
• Ability to work on multiple projects at a given time.
• Motivated to meet client deadlines and provide superior client service
• A team player with strong relationship skills
• Background handling trust and estate clients is a plus