Tax Strategy Lead for Complex Client Engagements

Leoforce; Waite Hill (OH); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Great leadership

Flexible schedules / unlimited PTO

Medical, dental and vision insurance

401k with firm match

Technology reimbursement

Job summary

Leoforce is seeking an experienced Tax Manager to lead multiple tax engagements and deliver high-quality services for diverse clients. You will prepare and review federal/state returns for individuals, businesses, and exempt entities, while building strong client relationships and guiding staff through complex tax matters.

The role emphasizes staying current on tax developments, providing creative solutions, and managing planning, consulting, and compliance across teams with a client-focused

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• Minimum 5 years of progressive experience in public accounting or corporate/public blend.
• Proficiency in tax preparation, research, and planning software.
• Experience with complex tax returns for various entity types.
• Strong knowledge of federal, state tax, and planning.
• Excellent interpersonal communication and client service skills.
• Detail-oriented with strong analytical abilities.
• Knowledge of tax code, compliance and corporate procedures.
• Familiarity with U.S. federal, state and local reporting requirements.
• Strong leadership and personnel management skills.
• Analytical problem-solving with creative solutions.

Responsibilities

• Lead and manage multiple tax engagements to deliver quality services.
• Prepare and review federal and state income tax returns for individuals, businesses, real estate, and exempt organizations.
• Build client relationships and demonstrate knowledge of client businesses.
• Prepare memoranda, guidance, and other documents for IRS/Treasury submissions.
• Train staff and review their work.
• Direct and monitor engagements on planning, consulting, and compliance.
• Review returns and identify tax savings opportunities; expand responsibilities.
• Top-level review of tax issues with clients and involve specialists as needed.
• Handle client tax questions and collect information for returns.
• Stay informed of current tax developments and apply knowledge to client situations.
• Analyze information to provide practical, creative tax solutions.

Skills

Leadership

Client service

Analytical thinking

Communication

Attention to detail

Team management

Tax knowledge

Education

Bachelor’s degree in Accounting or Finance

Master’s degree preferred

CPA designation preferred

Tools

Tax software

Excel

Research tools

Job description

Leoforce is seeking an experienced Tax Manager to lead multiple tax engagements and deliver high-quality services for diverse clients. You will prepare and review federal/state returns for individuals, businesses, and exempt entities, while building strong client relationships and guiding staff through complex tax matters.

The role emphasizes staying current on tax developments, providing creative solutions, and managing planning, consulting, and compliance across teams with a client-focused