Tax Strategy Senior Manager | Client Advisor

650 UHY Advisors Midwest, Inc.; West Des Moines (IA); On-site; USD 140,000 - 180,000; Full time

Job summary

650 UHY Advisors Midwest, Inc. seeks a Tax Senior Manager to supervise and review client tax work, lead planning strategies, and guide complex tax matters. You will manage engagements, mentor staff, and ensure timely, compliant deliverables for a diverse client base.

Qualifications include a Bachelor's in accounting/finance, CPA/EA license, and 8+ years in a professional services setting. Proficiency with отраслевых tax software is expected, with travel as needed.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• CPA or Enrolled Agent license.
• 8+ years of relevant experience in professional services.
• Experience in CPA/consulting environment and ability to manage engagements.

Responsibilities

• Oversee and review financial information for clients, including business and individual tax returns.
• Develop and implement comprehensive tax planning strategies for clients.
• Manage a portfolio of tax engagements and supervise staff.
• Monitor engagement budgets and timelines.
• Stay current with federal, state, and local tax laws and regulations.
• Lead tax research efforts and address complex issues.
• Communicate tax concepts clearly to clients and provide insights.
• Collaborate with partners on business development and client proposals.

Education

Bachelor's degree in accounting/finance

CPA or Enrolled Agent license

Professional services experience

Tools

CCH Prosystem FX

Axcess Tax

Axcess Document

Axcess Workstream

Thomson Reuters Fixed Assets CS

Checkpoint for Tax Research

Job description

650 UHY Advisors Midwest, Inc. seeks a Tax Senior Manager to supervise and review client tax work, lead planning strategies, and guide complex tax matters. You will manage engagements, mentor staff, and ensure timely, compliant deliverables for a diverse client base.

Qualifications include a Bachelor's in accounting/finance, CPA/EA license, and 8+ years in a professional services setting. Proficiency with отраслевых tax software is expected, with travel as needed.