Tax Manager (Hybrid)

Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG; Boca Raton (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

401k

Health Insurance

Vision

Paid Time Off

Wellness Plan

Bonus

Job summary

GERSON PRESTON KLEIN LIPS EISENBERG GELBER is seeking a Tax Manager to join our Tax Services division in Florida. You will review returns, oversee tax planning, and guide engagements to deliver high-quality results for diverse clients.

Ideal candidates have a bachelor's in accounting or taxation, CPA preferred, and strong analytical, communication, and client-service skills. This on-site role offers opportunities for growth within a boutique firm with a broad client base.

Qualifications

• Bachelor’s degree in Accounting or Taxation; Master’s degree in taxation is a plus.
• CPA license or eligibility to take CPA exam preferred.
• Experience using tax preparation software and applications.
• Excellent analytical and technical skills.
• Great communicator with the ability to convey analysis and findings to management and clients.
• Ability to work on multiple projects simultaneously.
• Motivated to meet client deadlines and provide superior service.

Responsibilities

• Review tax returns for individuals, partnerships, and corporation.
• Review tax adjustments to financial statements to prepare returns.
• Develop high-quality work through rigorous technical expertise and business acumen.
• Manage engagements, resources, people, and client expectations.
• Handle complete client engagements and relationships.
• Set engagement budgets and due dates.
• Complete engagements on time and on budget with high quality.
• Handle firm administrative functions (time, entry, billing, collections).

Skills

Analytical skills

Communication

Cross-functional teamwork

Project management

Deadline driven

Education

Bachelor’s degree in Accounting or Taxation

Master’s degree in taxation

Job description

About this position

What we seek:

We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn, develop, and contribute, we are interested in meeting you.

About us:

GERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami and Boca Raton, Florida. Established in 1959 with nearly 60 plus professionals, we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries.

Responsibilities of the Tax Manager role:

• Review tax returns for individuals, partnerships, and corporation
• Review tax adjustments to financial statements to prepare returns
• To contribute the highest quality work product through rigorous development of technical expertise, compliance assurance, and business acumen.
• Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
• Consistently handle the complete client engagement and relationship.
• Ensure expectations are clear with the Client Ambassador on deadlines and expectations.
• Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients.
• Establish engagement project budgets and due dates.
• Completes engagements on time, on budget, with highest quality.
• Effectively handle firm administrative functions and projects as assigned by partners. This includes time, entry, billing, collections, change orders, and utilizing firm metrics to measure performance.

Position Requirements of the Tax Manager role:

• Bachelor’s degree in Accounting or Taxation; Master’s degree in taxation is a plus
• CPA License or eligibility to take CPA exam preferred
• Experience using tax preparation software and applications.
• Excellent analytical and technical skills
• Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
• Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes.
• Ability to work on multiple projects at a given time.
• Motivated to meet client deadlines and provide superior client service
• A team player with strong relationship skills
• 401k
• Health Insurance
• Vision
• Paid Time Off
• Wellness Plan
• Bonus