Tax Manager
HybridDallas, Texas, United States
Dallas, Texas, United StatesHybridFull TimeFinancial ServicesMedium
Full TimeMediumFinancial Services
Job Summary
Prepare and review income, estate, trust, and gift tax returns while analyzing IRS, state, and local tax agency notices. Respond to client tax-related questions, resolve issues, and provide feedback to staff. Collaborate with financial advisors on internal strategy discussions and strategic tax planning for existing clients. Handle federal, state, and local filing requirements and participate in client-facing activities. This full-time, exempt role is hybrid-based for those near Folsom, CA, Vancouver, WA, or Pleasant Hill, CA offices.
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
- Excellent oral and written communication skills
- Attention to detail
- Strong interpersonal and client service skills
- Ability to handle multiple priorities, clients and tight deadlines
Desired Qualifications
- accounting
- Multi-state tax preparation/filing experience
- Form 1041 Trust & Estate and Form 709 Gift return experience
- Intuit Lacerte tax software experience
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