Tax Manager/Sr. Manager

Lucida Tax + Accounting Solutions; Madison (WI); Ibrido; USD 97.000 - 187.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO 200 hours per year

Remote-friendly with quarterly travel

Descrizione del lavoro

Lucida Tax + Accounting Solutions seeks a Tax Manager or Senior Manager to lead federal and state tax filings for business and individual clients, manage a book of business, and offer tax planning and guidance throughout the year.

You will supervise staff, maintain client relationships, and provide research support while staying current on tax law changes and industry best practices. Opportunity to travel quarterly.

Competenze

• At least 8 busy tax seasons with preparation and review of individual and business returns.
• Experience with Thomson Reuters suite preferred.
• Strong client service and communication skills required.

Mansioni

• Prepare and review business and individual tax returns.
• Provide tax planning and projections for clients.
• Research tax issues and provide process improvement recommendations.
• Stay updated on changes in tax law through literature or training.
• Consult with clients to understand their financial affairs and tax liabilities.
• Respond to client calls and emails promptly.
• Develop relationships with clients, regulators, and industry groups.
• Share industry knowledge with colleagues and assist with related duties.

Conoscenze

Positive attitude

Quality communication

Organized

Team player

Ability to learn from experience

Attention to detail

Ability to manage and develop newStaff

Formazione

8 tax seasons experience

Thomson Reuters suite experience

Strumenti

Microsoft Teams

Excel

Word

Outlook

Descrizione del lavoro

• The salary range for this role is between $97,000 - $187,000 with exact pay dependent on level of experience
• Manager level employees receive 200 hours of PTO annually, with increases available based on tenure
• Home office for this position is Madison, WI, Remote candidates in CST time zone with ability to travel quarterly are preferred.

At Lucida, we're more than just a full-service accounting firm; we're a community of over 90 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including real estate, construction, professional services, manufacturing, and more.

Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.

Tax Manager or Senior Manager

you will prepare and file federal and state(s) business, individual, and other related tax forms. You will manage a book of business, provide clients with tax guidance and planning, and assist with various research projects throughout the year.

Supervisory Responsibilities:

• Oversee staff who help with the preparation of returns.
• Maintain client and staff relationships

Duties/Responsibilities:

• Prepare and review business and individual tax returns
• Tax planning and projections requested by clients
• Research tax issues
• Provide recommendations for process improvements
• Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
• Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
• Answer calls and emails from clients in a timely manner
• Develop and maintain relationships with key stakeholders, including clients, regulators, and industry organizations
• Transfer expertise of industry knowledge, trends and best practices to others in the firm
• Perform other related duties as assigned

Required Skills/Abilities:

• Positive attitude and willingness to learn
• General proficiency with Microsoft Teams, Excel, Word, and Outlook
• Ability to learn from previous experiences and apply knowledge tofuture assignments
• Quality communication between other staff and clients
• Ability to manage and develop new staff members
• Attention to detail and organized
• Be a team player

Education and Experience:

• At least 8 full busy seasons worked in the tax profession helping to prepare and review individual and business tax returns
• Experience with Thomson Reuters suite preferred