Tax Manager

UHY-US; Sterling Heights (MI); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off

Job summary

A national professional services firm in Michigan seeks a Tax Manager to oversee client financial information, develop tax strategies, and ensure compliance. Candidates should have a Bachelor's degree with 5–8 years of experience, CPA or Enrolled Agent license, and proficiency in tax software. The role offers attractive compensation and comprehensive benefits.

Qualifications

• 5–8 years of relevant experience in a professional service environment.
• Responsible for completing minimum continuing professional education credit requirements.
• Experience with complex tax issues and engagement management.

Responsibilities

• Oversee and review financial information for clients including tax returns.
• Develop comprehensive tax planning strategies to minimize liabilities.
• Supervise tax staff and ensure compliance with quality control standards.

Skills

Tax planning strategies

Client communication

Team collaboration

Research and analysis

Process improvement

Education

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent license

Tools

CCH Prosystem FX

Axcess Tax

Thomson Reuters Fixed Assets CS

Job description

Job Summary

As a Tax Manager, you will oversee and review financial information for clients, including business and individual tax returns. You will gain exposure to a diverse client base across a variety of industries while ensuring high‑quality work is delivered to our clients.

Job Description

Tax Strategy and Engagement Oversight

• Help develop and implement comprehensive tax planning strategies for clients, aligning with their financial objectives and minimizing tax liabilities.
• Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards.
• Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations.

Research and Analysis

• Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
• Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision‑making.

Client Communication

• Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing questions or concerns.
• Prepare and deliver presentations to clients on tax‑related matters, providing insights into their financial situations and potential tax implications.
• Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax matters.

Compliance and Documentation

• Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements.

Team Collaboration

• Collaborate with other tax professionals to share insights, knowledge, and best practices.
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster professional growth and ensure high‑quality work.
• Participate in internal training sessions to enhance technical skills and stay updated on industry trends.

Process Improvement and Innovation

• Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to continuous improvement of the firm’s tax services.
• Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables.

Strategic Business Development

• Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm’s growth strategy.
• Participate in proposal development and presentations to prospective clients.

Supervisory Responsibilities

• Supervise subordinate team members.

Work Environment

• Professional office environment with minimal distractions.

Physical Demands

• Prolonged sitting at a desk and extended computer work.
• Must be able to lift up to 15 pounds.

Travel Required

• Frequent and unpredictable travel depending on client needs.

Required Education and Experience

• Bachelor’s degree in accounting, finance, or related field.
• 5–8 years of relevant experience.
• CPA or Enrolled Agent license.
• Experience in a professional service environment such as a CPA firm or financial consulting firm.
• Responsible for completing the minimum continuing professional education credit requirement.
• Software proficiency: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Preferred Education and Experience

• Juris Doctor (JD) degree for specialty positions.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Who We Are

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We bring experience from numerous industries to provide clients with a 360‑degree view of their businesses and collaborate on flexible, innovative solutions.

What We Offer

• Positive work environment with teamwork valued.
• Attractive compensation packages tailored to role, qualifications, and expertise.
• Comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off.

Additional Information

• Seniority level: Mid‑Senior level.
• Employment type: Full‑time.
• Job function: Accounting/Auditing and Finance.
• Industries: Accounting.
• Referrals increase your chances of interviewing at UHY-US by 2x.