Tax Manager-HNWI

UHY-US; St. Louis (MO); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) retirement plans

Job summary

UHY—a leading professional services firm—seeks a Tax Manager to oversee and review client tax information, including business and individual returns, while guiding a diverse client base. You will manage client relationships and supervise staff to ensure high-quality work across engagements.

The role emphasizes tax planning, research, and staying current with tax laws, with oversight of timelines, budgets, and compliance across multiple jurisdictions. Travel may be required.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• CPA or Enrolled Agent license required or preferred.
• 5–8 years of relevant experience in a professional service environment such as a CPA firm or financial consulting firm.
• Experience with tax planning strategies, supervision of staff, and engagement oversight.

Responsibilities

• Oversee and review client tax returns for a diverse client base.
• Supervise tax staff, monitor budgets, timelines, and engagement progress.
• Develop and implement comprehensive tax planning strategies.
• Stay current with federal, state, and local tax laws and provide guidance to clients.

Education

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

Juris Doctor (JD) degree (preferred)

CPA or Enrolled Agent license

Professional service experience (CPA firm/financial consulting)

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

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.

Job Description

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 your 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 Required

• Travel 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.
• Software: 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

Please note 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 are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360‑degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

What We Offer

UHY offers a supportive work environment, competitive compensation, and comprehensive benefits.

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

Attractive Compensation Packages

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.