Tax Manager (mostly Remote)

LeoForce; Lancaster (Lancaster County); Hybrid; USD 115,000 - 160,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401K match

Hybrid

Flexible on location

Growing firm

Job summary

LeoForce is seeking a seasoned Tax Manager to lead tax planning for high net worth individuals and corporations. The role is mostly remote with hybrid elements in Lancaster, PA, requiring 5+ years in tax management and strong regulatory knowledge.

The ideal candidate holds a CPA (preferred) and has proven experience with 1031 Exchanges, gift tax, and corporate tax returns. Expect collaboration across departments and ongoing client advisory excellence.

Qualifications

• 5+ years in tax management, preferably in Accounting and Finance.
• CPA designation (preferred).
• Experience with 1031 Exchanges, tax planning, federal/state tax, income tax, gift tax, S Corp, and corporate tax returns.

Responsibilities

• Oversee tax planning for high net worth individuals and corporations.
• Prepare and review federal and state returns for individuals, corporations, and S corps.
• Liaise with IRS and regulatory bodies on client matters.
• Provide income tax planning and wealth management guidance.
• Ensure compliance with tax laws and regulations.

Skills

Tax planning

IRS liaison

Gift tax

S Corp

FEDERAL/state tax

Wealth management

Communication

Analytical thinking

Education

CPA certification (preferred)

Tools

Tax software

Microsoft Office

Job description

Job Description

Tax Manager (mostly Remote)

Lancaster,PA, US

Experience: Manager

Salary: $115,000 - $160,000 per year

Responsibilities

• Oversee and manage the tax planning process for high net worth individuals (HNW) and corporations.
• Prepare and review federal and state tax returns for individuals, corporations, and S Corps.
• Provide strategic advice related to 1031 Exchanges and wealth management.
• Liaise with the IRS and other regulatory bodies on behalf of our clients.
• Conduct comprehensive income tax planning for clients.
• Ensure compliance with all federal, state, and local tax laws and regulations.
• Provide expert guidance on gift tax matters.
• Collaborate with other departments to provide integrated financial solutions for clients.
• Keep abreast of the latest tax laws and regulations to ensure the company's compliance and to provide the most current advice to clients.
• Develop and maintain strong relationships with clients, providing exceptional customer service and expert financial advice.

Qualifications

• A minimum of 5 years of experience in tax management, preferably in the Accounting and Finance industry.
• A Certified Public Accountant (CPA) designation is preferred.
• Proven experience with 1031 Exchanges, tax planning, federal and state tax, income tax preparation, gift tax, S Corp, tax returns, and corporate tax returns.
• Extensive experience in managing high net worth individual and corporate accounts.
• Proficiency in dealing with the IRS and other regulatory bodies.
• Enrolled Agent (EA) certification is a plus.
• Strong knowledge of wealth management strategies.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to work in a fast-paced, dynamic environment and manage multiple tasks simultaneously.
• High degree of professionalism and integrity.
• Strong computer skills, including proficiency in tax software and Microsoft Office Suite.
• A commitment to providing top-tier customer service.
• Ability to work both independently and as part of a team.

A bit about us

We are seeking a dynamic and experienced Tax Manager to join our team. This is a hybrid role, combining both in-person and remote work, offering flexibility and a balanced work-life environment. You will be a part of a fast-paced and collaborative team in the Accounting and Finance industry, where your expertise in tax management will be highly valued. This role is ideally suited for a professional with a strong background in tax planning and wealth management, who is adept at handling high net worth individuals and corporations' accounts.

Why join us?

• Medical/Dental/Vision
• 401K match
• Hybrid
• Flexible on location
• Growing firm