Tax Manager

Jobot; Severna Park (MD); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k)

Continuing education credits

Dental insurance

Disability insurance

Health insurance

License reimbursement

Life insurance

Opportunities for advancement

Paid time off

Tuition reimbursement

Vision insurance

Job summary

Jobot is seeking a Tax Manager in Severna Park, MD to lead preparation of individual, corporate, partnership, and trust tax returns. You will perform strategic planning, client advisory work, and financial statement preparation for diverse clients.

The role requires 2+ years of tax experience, a CPA/EA preferred, and proficiency in QuickBooks and Lacerte. This permanent position emphasizes client service, accuracy, and team mentorship.

Qualifications

• Bachelor's degree in Accounting/Finance required; Master’s degree preferred.
• CPA or EA certification highly preferred.
• Minimum 2+ years of experience in tax.
• Proficient in QuickBooks and Lacerte Tax software.
• Strong knowledge of federal and state tax codes, regulations, and procedures.
• Excellent analytical and problem-solving skills.
• Strong interpersonal and communication skills, with ability to explain complex tax concepts to clients.
• High integrity and professionalism; ability to work under pressure and meet deadlines.
• Self-motivated with ability to work independently and as part of a team.

Responsibilities

• Prepare and review complex tax returns including individual, corporate, partnership, and trust tax.
• Assist clients with strategic tax planning, ensuring compliance with tax laws and regulations.
• Prepare business income tax returns and create detailed client financial statements.
• Provide tax advisory services, including planning, research, and compliance.
• Work closely with clients to understand their financial needs and provide tailored solutions.
• Utilize QuickBooks and Lacerte Tax software for tax preparation and financial reporting.
• Stay updated on tax law changes and communicate potential impacts to clients.
• Collaborate with team members to improve client services and firm efficiency.
• Provide training and mentorship to junior staff.

Skills

Analytical skills

Problem solving

Interpersonal skills

Communication

Attention to detail

Work under pressure

Independent worker

Education

Bachelor's degree in Accounting/Finance

Master's degree preferred

CPA or EA certification preferred

Tools

QuickBooks

Lacerte Tax

Job description

Job details:

Tax Manager

This Jobot Job is hosted by: Jerry Sipocz

Salary: $100,000 - $140,000 per year

A bit about us:

Our client, a well-established CPA firm in Severna Park/Anne Arundel County, Maryland, is seeking a Tax Manager. The ideal candidate will have tax experience, covering individuals, corporations, partnerships, and trusts. While a CPA or EA certification is preferred, we highly value someone who is dedicated to being a long-term, integral part of our team. The role involves direct interaction with individuals and small to medium-sized businesses.

We pride ourselves on being a family- and employee-friendly office that promotes work-life balance. Our benefits include shorter summer work weeks and extended holiday weekends (e.g., 4-day weekends for Memorial Day, Labor day and other holidays when possible). Our client is also active in the local community.

Why join us?

• 401(k)
• Continuing education credits
• Dental insurance
• Disability insurance
• Health insurance
• License reimbursement
• Life insurance
• Opportunities for advancement
• Paid time off
• Tuition reimbursement
• Vision insurance

Job Details

We are seeking a dynamic and experienced Tax Manager to join our team. This is a permanent role where you will be responsible for preparing a variety of tax returns, including individual, corporate, partnership, and trust tax. You will also be tasked with preparing business income tax returns, creating client financial statements, and providing expert financial advice to our clients. This role is ideal for a detail-oriented individual with a strong background in finance and accounting who is looking to take their career to the next level.

Responsibilities

1. Prepare and review complex tax returns including individual, corporate, partnership, and trust tax.
2. Assist clients with strategic tax planning, ensuring compliance with tax laws and regulations.
3. Prepare business income tax returns and create detailed client financial statements.
4. Provide tax advisory services to clients, including planning, research, and compliance.
5. Work closely with clients to understand their financial needs and provide tailored solutions.
6. Utilize QuickBooks and Lacerte Tax software for tax preparation and financial reporting.
7. Keep abreast of changes in tax legislation and communicate potential impacts to clients.
8. Collaborate with team members to improve client services and firm efficiency.
9. Provide training and mentorship to junior staff members.

Qualifications

1. Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or higher is preferred.
2. CPA or EA certification is highly preferred.
3. Minimum of 2+ years of experience.
4. Proficient in QuickBooks and Lacerte Tax software.
5. Strong knowledge of federal and state tax codes, regulations, and procedures.
6. Excellent analytical and problem-solving skills.
7. Strong interpersonal and communication skills, with the ability to clearly explain complex tax concepts to clients.
8. High level of integrity and professionalism, with a commitment to upholding the company's reputation.
9. Ability to work under pressure and meet tight deadlines.
10. Self-motivated with the ability to work independently and as part of a team.

If you are an experienced tax professional with a passion for providing exceptional client service, we would love to hear from you. This is a fantastic opportunity to join a dynamic and supportive team, where you will have the chance to make a real impact.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.