Tax Manager

L&H CPAs · Advisors; Dallas (TX); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

Paid holidays and vacation

Retirement benefits

Competitive compensation commensurate.

Job summary

L&H CPAs · Advisors in Dallas seeks a Tax Manager to oversee planning, preparation, and review of federal, state, and local tax returns for individuals and businesses. You will guide staff through complex issues and ensure timely delivery of results.

Requirements include a Master’s in Accounting/Taxation, a CPA license in Texas, and 10+ years in public accounting tax, including at least 5 in a managerial role. Strong leadership and communication are essential.

Qualifications

• Master’s degree in Accounting/Taxation preferred.
• 10+ years tax experience in a public accounting firm (at least 5 in Manager role).
• CPA licensed in Texas.
• Strong analytical, research, and communication skills.

Responsibilities

• Oversee planning, scheduling, preparation, research, and review of federal, state, and local tax returns for individuals and businesses.
• Manage engagement team members to ensure timely completion of tasks and provide mentorship.
• Lead preparation of complex tax returns (individuals, C-Corp, S-Corp, partnerships, trusts, estates).
• Review associates' work and provide feedback for improvement.
• Conduct extensive tax research on complex issues and respond to IRS/state inquiries.

Skills

Analytical skills

Tax research

Communication skills

Mentoring staff

Leadership

UltraTax experience

Multitasking

Team collaboration

Education

Master's degree in Accounting/Taxation

CPA license (Texas)

10+ years public accounting tax experience

Tools

Thomson Reuters UltraTax

Job description

About The Opportunity

The Tax Manager will report directly to the partners/principals and be responsible for overseeing the planning, scheduling, preparation, research, and review process of federal, state, and local tax returns for both individuals and businesses and provide guidance and leadership to staff members.

Position Type/Expected Hours of Work

This is a full-time position that seasonally requires long hours and some weekend work.

Responsibilities & Duties

• Manage engagement team members to ensure timely completion of assigned tasks and be a resource for team members
• Maintain timely and accurate communication with team and clients to manage expectations, deadlines, and deliverables
• Demonstrate advanced technical aptitude of taxation and lead preparation of complex tax returns including: individuals, C-Corp, S-Corp, partnerships, trust, estate, etc. for clients in a variety of industries
• Establish rapport and work directly with clients to resolve tax questions and issues
• Review the work of associates and provide feedback for corrective action
• Perform extensive tax research on complex tax issues
• Handle IRS, state, governmental correspondence and audits
• Provide guidance/mentorship to staff and assist them in developing technical skills
• Train new employees on firm technology, processes, and procedures
• Maintain program for periodic tax updates and education for the tax group
• Present new ideas and improvements for ways of performing tasks to achieve firm and departmental goals

Skills & Qualifications

• Strong analytical, research and critical thinking skills
• Ability to make and support decisions regarding accounting and tax matters
• Ability to perform and direct multiple engagements
• Excellent communication and writing skills
• Ability to mentor, lead, train staff members and adapt to different learning styles of others
• Thomson Reuters (UltraTax) software experience (preferred)
• Ability to work independently, but also in a team environment
• Highly motivated, self-starter with ability to multitask

Requirements

• Master’s degree in Accounting/Taxation (preferred)
• 10+ years tax experience in a public accounting firm (at least 5 in Manager role)
• CPA licensed in Texas

Benefits

• Medical, Dental, Vision
• Paid holidays and vacation/sick leave
• Retirement benefits
• Compensation for the Tax Manager will be commensurate with experience