Tax Manager

The Edge Group; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading tax consultancy firm in the United States is looking for a Tax Supervisor in Houston, Texas. The ideal candidate will have a BA/BS in Business with an emphasis on Accounting and a CPA, along with 3-5 years of tax supervisory experience. This role involves preparing and reviewing tax returns, managing client deliverables, and supporting staff development. Strong technical skills in various tax software and knowledge of current tax laws are essential for success in this position.

Qualifications

• 3-5 years of tax supervisory experience with middle market clientele.
• Minimum of 5 years of professional tax preparation experience.
• 3 years of detail review experience required.
• Strong technical skills in software applications.
• Ability to adjust accounting books for reconciliation.

Responsibilities

• Prepare and review complex U.S. and multi-state tax returns.
• Support staff development with reviews and comments.
• Calculate federal and state tax estimates.
• Manage client deliverables and deadlines.
• Reconcile discrepancies with accounting departments.

Skills

Detail-oriented tax review

Workflow planning

Proficient in Excel

Knowledge of tax laws

Client management

Education

BA/BS in Business with an emphasis in Accounting

CPA required

Tools

BNA tax planner

K1X

CCH Autoflow

ProSystem FX

CCH Axcess Tax

QuickBooks Enterprise

Job description

Responsibilities

• Prepares and performs detailed reviews of complex U.S. and multi-state income tax returns and related supporting work papers for multiple business entities, including Corporations, S- Corporations, Partnerships, and LLCs.
• Prepares and performs detailed reviews of complex U.S. and state individual income taxes, gift taxes, and fiduciary tax returns including any related supporting work papers.
• Supports tax staff development with thoughtful review comments, aids in learning where needed, and applies appropriate judgement of staff ability when delegating work.
• Calculates federal and state tax estimates. Prepares extensions and estimates withholding, ensuring compliance and preventing late payment penalties.
• Prepares, reviews, and/or approves check requests and taxing authority payment vouchers based on reviewed and approved estimates for individuals, trusts, and business entities.
• Prepares and updates property renditions reports.
• Prepares and maintains various states' annual reports for business entities, if applicable.
• Maintains permanent tax basis files by entities.
• Assists with tax research and special projects as needed. Maintains research materials by reviewing and interpreting new or revised laws.
• Manages and monitors client deliverables and due dates. Maintains internal records, keeps track of deadlines, and ensures timely filings.
• Works with accounting departments to reconcile the working trial balance and tax basis discrepancies, if any.
• Meets with accounting departments to track tax return completion status.

Requirements

• BA/BS in Business with an emphasis in Accounting, CPA required
• Requires 3-5 years of tax supervisory experience, with focus on detail review and workflow planning for middle market clientele
• Requires a minimum of 5 years of professional tax preparation and 3 years detail review experience
• Working knowledge and experience with BNA tax planner, K1X, CCH Autoflow, ProSystem FX, CCH Axcess Tax, tax research tools, and QuickBooks Enterprise
• Strong technical skills and proficiency with software including Excel, Outlook, PowerPoint, Adobe Acrobat, and Word
• In-depth knowledge of current tax laws and ability to keep current
• Ability to adjust accounting books if needed for proper reconciliation to tax return