Tax Manager/Sr. Manager

Lucida Tax + Accounting Solutions; Madison (WI); Hybrid; USD 97,000 - 187,000; Full time

Benefits offered by this job

Hybrid schedule

Flex time

200 PTO hours per year

Job summary

Lucida Tax + Accounting Solutions is seeking a Tax Manager or Senior Manager in Madison, WI, with strong tax preparation and client advisory skills. The role includes managing a portfolio of business and individual tax work, providing planning and guidance, and conducting ongoing tax research.

The position requires leadership of staff, supervision of returns, and building client relationships while staying current with tax law changes and firmwide best practices.

Qualifications

• 8 busy tax seasons with experience in preparing and reviewing individual and business tax returns
• Experience with Thomson Reuters suite preferred.
• Strong proficiency with Microsoft Teams, Excel, Word and Outlook
• Excellent communication with staff and clients
• Ability to lead and develop junior staff
• Attention to detail and organization
• Team-oriented attitude and willingness to learn

Responsibilities

• Prepare and file federal and state tax returns for business and individual clients
• Provide tax guidance and planning to clients
• Manage a book of business and client relationships
• Conduct tax research and provide recommendations for tax planning and process improvements
• Supervise staff involved in return preparation
• Respond to client calls and emails in a timely manner
• Develop relationships with stakeholders, regulators, and industry groups
• Transfer tax knowledge and best practices within the firm

Skills

Microsoft Teams

Excel

Word

Outlook

Communication

Staff development

Detail oriented

Team player

Education

8 busy tax seasons experience

Thomson Reuters suite experience

Tools

Thomson Reuters Suite

Job description

• 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
• Hybrid schedules available as well as Flex Time options
• Home office for this position is Madison, WI

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.

As a 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