Tax Manager

Lucida Tax + Accounting Solutions; Brookfield (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

A full-service accounting firm is seeking a Tax Manager to oversee staff and manage client relationships while preparing and reviewing individual and business tax returns. The ideal candidate will hold a CPA, have a minimum of 5 years of tax experience, and be proficient in Microsoft tools. This full-time role offers an opportunity to be part of a collaborative team focused on delivering exceptional service.

Qualifications

• 5+ years of tax experience is required.
• Must hold a CPA license.
• Prior experience in preparing and reviewing individual and business tax returns.

Responsibilities

• Oversee staff with tax return preparation.
• Prepare and review business and individual tax returns.
• Conduct tax planning and projections for clients.
• Research tax issues and provide recommendations.

Skills

Positive attitude and willingness to learn

General proficiency with Microsoft Teams, Excel, Word, and Outlook

Quality communication between other staff and clients

Attention to detail and organized

Ability to manage and develop new staff members

Be a team player

Education

CPA

At least 5 full busy seasons in tax profession

Tools

Thomson Reuters suite

Job description

Overview

At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.

Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.

As a Tax Manager you will prepare and file federal and state(s) business, individual, and other related tax forms. You will manage your book, provide clients with tax guidance and planning, and assist with various research projects throughout the year.

Responsibilities

• Supervisory Responsibilities: Oversee staff who help with the preparation of returns. Maintain client and staff relationships.
• Prepare and review business and individual tax returns.
• Tax planning and projections requested by clients.
• Research tax issues.
• Provide recommendations for process improvements.
• Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
• Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Answer calls and emails from clients in a timely manner.
• Evaluate performance on client engagements.
• Perform other related duties as assigned.

Qualifications

Required Skills/Abilities

• Positive attitude and willingness to learn.
• General proficiency with Microsoft Teams, Excel, Word, and Outlook.
• Ability to learn from previous experiences and apply knowledge to future assignments.
• Quality communication between other staff and clients.
• Ability to manage and develop new staff members.
• Attention to detail and organized.
• Be a team player.

Education and Experience

• CPA- required
• At least 5 full busy seasons worked in the tax profession helping to prepare and review individual and business tax returns
• Experience with Thomson Reuters suite preferred

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting