Tax Manager
$100,000–$150,000 year
HybridCincinnati, Ohio, United States
Job Summary
Prepare and review income, estate, and gift tax returns while analyzing transactions to determine federal, state, and local filing requirements. Respond to IRS, state, and local tax agency notices and resolve client tax-related questions. Collaborate with financial advisors on strategic tax planning and participate in internal strategy discussions. Apply technical knowledge to provide comprehensive tax services to existing clients, including projections and analysis. Demonstrate strong communication skills with clients, advisors, tax authorities, and firm staff. This full-time, exempt role is based in Folsom, CA, with hybrid options for nearby locations. The base salary range is $100,000-$150,000 per year. We offer an extensive benefits package including medical, dental, vision, 401K contributions, and flexible working arrangements.
Required Qualifications
- BS/BA Degree
- Valid CPA license
- 6+ years individual, trust and gift tax return preparation and review experience
- Proficiency in income tax planning and compliance
- Multi-state tax preparation/filing experience
- Form 1041 Trust & Estate and Form 709 Gift return experience
- Strong Excel and other software skills
- Excellent oral and written communication skills and attention to detail
- Strong interpersonal and client service skills
- Ability to handle multiple priorities, clients and tight deadlines
- Exempt associates qualify for our flexible paid time off policy
Desired Qualifications
- accounting
- Intuit Lacerte tax software experience
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