Worth Advisors Looking for Tax Manager at Charlotte, NC Full Time

Job Brief

The Tax Manager is responsible for the preparation and review of complex federal and state income tax returns for business and individuals. Must have 5+ years of high quality, sophisticated public and private accounting and tax experience, most in a reviewer/manager capacity – exposure to corporations, partnerships, high net worth individuals. Must have excellent written and verbal communication skills. Also experience in managing associates on tax and accounting projects. This position offers excellent opportunities for leadership and career advancement to the right candidate.

Responsibilities

Preparation and review of federal, multi-state and local individual, trust, partnership, and S & C Corporation income tax returns and make recommendations on return preparation regarding accuracy and tax savings

Prepares internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS or Treasury Department.

Manages multiple clients, budgets and production goals.

Supervise, train, and mentor associates on tax and accounting projects and assess performance of staff

Responsible for developing and maintaining strong client relationship on all assigned clients through quality and timely service and communication. This responsibility includes but is not limited to the following tasks:

• Review of monthly closing reports/journal entries
• Year-end planning
• Call or reminder letters on all estimated tax payments
• Year-end projection call on all clients that have or may have the need for projections
• Communication of open items and managing to completion

Strong verbal and written communication skills.

Liaise with our Wealth Advisors to improve financial procedures and network with industry professionals

Assist in marketing activities such as presentations, seminars and conferences to support client service and business development efforts.

Requirements

Candidates must have a valid US Certified Public Accountant (CPA) license

Previous experience as a Tax Manager

Experience with complex business and individual income taxation

Bachelor’s degree in Accounting and 5+ years federal tax experience in public or private

Candidates should be technically proficient and possess outstanding leadership, mentoring and supervisory skills.

Strong communication skills and the ability to build client relationships are essential.

Experience with general ledger functions and the month-end/year-end close process

Hands-on experience with accounting software packages. Preferred: QuickBooks, Drake

Accuracy and attention to detail

Job Type: Full-time

Experience:

• Accounting: 5 years (Required)
• Tax Manager: 2 years (Preferred)

Education:

• Bachelor’s (Required)

License:

• Certified Public Accountant (CPA) (Required)

Work authorization:

• United States (Required)