Tax Manager/Sr. Manager

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

Benefits offered by this job

200 hours PTO annually

Hybrid work schedule

Madison home office

Job summary

Lucida Tax + Accounting Solutions in Madison, WI seeks a Tax Manager or Senior Manager to lead federal and state tax filings and client advisory work. You will manage a book of business, provide tax guidance and planning, and supervise staff to prepare returns.

The role offers a hybrid schedule with flex time, a Madison home office, and a generous PTO package (200 hours per year for manager level) and opportunities to advance in a collaborative firm serving real estate, manufacturing,

Qualifications

• 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.

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 knowledge of changes in tax law by reading literature or attending seminars.
• Consult with clients to understand their finances and tax liabilities.

Skills

Positive attitude

Team player

Attention to detail

Organized

Microsoft Teams proficiency

Excel

Word

Outlook

Education

Eight busy tax seasons 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