Tax Manager-HNWI

650 UHY Advisors Midwest, Inc.; St. Louis (MO); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Positive Work Environment

Competitive Compensation

Comprehensive Benefits Package

Job summary

650 UHY Advisors Midwest, Inc. is seeking a Tax Manager to oversee client tax engagements, review returns, and lead a team of tax professionals. The role focuses on strategic planning, accurate compliance, and delivering high-quality service to diverse clients across multiple industries.

The candidate will work closely with partners, supervise staff, and drive improvements in tax workflows while maintaining strong client relationships and staying current with tax laws.

Qualifications

• Bachelor’s degree in accounting/finance is required.
• 5–8 years of relevant experience in a professional services setting.
• CPA or Enrolled Agent license is required.

Responsibilities

• Oversee and review client tax returns and related financial information.
• Develop and implement tax planning strategies for clients.
• Supervise tax staff and review their work for accuracy and compliance.
• Monitor engagement progress, budgets, and timelines.
• Communicate complex tax concepts to clients clearly.
• Ensure timely tax filings and internal quality control standards.
• Mentor staff and foster professional growth within the team.
• Identify opportunities for process improvements and firm growth.
• Collaborate with partners on business development and client proposals.

Skills

Tax planning

Client relationship management

Team leadership

Communication skills

Project management

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent license

JD (preferred for specialty positions)

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets

Checkpoint for Tax Research

Job description

JOB SUMMARY: As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.

Tax Strategy and Engagement Oversight

• Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment 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 their 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‑related 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 within the firm to share insights, knowledge, and best practices.
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members.
• 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 the 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

• Will supervise subordinate team members.

Work Environment

• Work is conducted in a professional office environment with minimal distractions.

Physical Demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
• Must be able to lift to 15 pounds at a time.

Travel

• Travel required; may be frequent and unpredictable, depending on client’s needs.

Required Education and Experience

• Bachelor’s degree in accounting, finance, or a related field.
• 5 – 8 years of relevant experience.
• CPA or Enrolled Agent license.
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
• Specific positions may require additional industry or specialization certifications.
• Responsible for completing the minimum CPE credit requirement.

Preferred Education and Experience

• Juris Doctor (JD) degree for specialty positions.

Software

• CCH Prosystem FX
• Axcess Tax
• Axcess Document
• Axcess Workstream
• Thomson Reuters Fixed Assets
• Checkpoint for Tax Research

Additional Duties

• Other duties as assigned.

Benefits

• Positive Work Environment – collaborative and supportive team.
• Attractive Compensation Packages – competitive and tailored.
• Comprehensive Benefit Package – group health insurance, dental & vision, 401(k), generous PTO.