[ref. b67906100] Tax Manager

The expected pay is between $80-$90/hr. and the role could become permanent at approximately $160K annually.

Responsibilities:

• Analyze and prepare client financial statements, including the review of general ledger and preparation of journal entries for fixed asset depreciation, accrivals, amortization, etc.
• Update tax software in response to any asset changes.
• Be responsible for the allocation of profits for clients with multiple owners.
• Handle client tax onboarding and preparation processes.
• Digitize tax documents using optical scanners for easier organization and access.
• Prepare income tax returns for various entities such as corporations, partnerships, individuals, and trusts.
• Sign client returns where designated.
• Prepare for client meetings and ensure all follow-up items are addressed.
• Engage in strategic planning activities with clients.
• Conduct financial due diligence for dental practice buyers.
• Prepare and review client tax projections for estimated tax payments and future tax liabilities.
• Lead the resolution of tax notices.
• Oversee government audits.
• Research and address client's accounting and tax queries.
• Ensure client satisfaction by addressing their needs promptly and maintaining open lines of communication.
• Hold a minimum of 5 years of experience in a tax-related role.
• Demonstrate proficiency in Corporate Tax Return.
• Exhibit expertise in Individual Tax Return.
• Possess experience with Lacerte Tax Software.
• Have a Certified Public Accountant (CPA) qualification.