US Tax - Assistant Manager

Key Responsibilities:

Tax Compliance:

Manage and review federal and state including multi state income tax returns for corporations,

partnerships, LLCs, and other business entities.

Ensure accurate and timely filing of all business tax returns in compliance with applicable laws and

regulations.

Strong understanding of1120S, 1120, 1065 and related M1,M2, M3, L schedules, their adjustments

and related forms.

Tax Planning and Consulting:

Provide strategic tax planning and advisory services to clients to minimize tax liabilities and optimize

financial performance.

Conduct tax research and stay updated on current tax laws and regulations to provide informed

guidance.

Client Management:

Serve as the primary point of contact for assigned clients, maintaining strong relationships and ensuring

high client satisfaction.

Coordinate with CPA firm partners to understand their clients needs and deliver tailored tax solutions.

Team Leadership:

Supervise, mentor, and develop a team of tax professionals, providing guidance and support to

enhance their skills and performance.

Conduct performance evaluations and participate in the hiring process for new team members.

Process Improvement:

Identify opportunities to streamline tax processes and improve efficiency through the implementation

of best practices and technology.

Ensure the quality control of all tax-related work, adhering to firm standards and regulatory

requirements.

Reporting and Documentation:

Prepare and review tax provision calculations and related financial statement disclosures.

Maintain accurate and organized documentation of all tax filings and correspondence.

Thought Leadership:

Write and publish tax articles on relevant topics to share knowledge, promote the firm's expertise, and

attract potential clients.

Stay updated with industry trends and contribute to the firm's blog, newsletters, and external

publications.

Skills:

In-depth knowledge of federal and state business tax regulations.

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

Proficiency in tax software (e.g., CCH, ProSeries, Ultra Tax, Drake or similar) andMicrosoft OfficeSuite.

Ability to manage multiple priorities and deadlines in a fast-paced environment.

Strong writing skills and experience in producing professional articles or publications on tax-related topics.

Education:

Bachelor's degree in Accounting, Finance, or a related field required.

CPA certification required; Master's degree in Taxation or a related field preferred. Minimum of 5-7 years of experience in business tax compliance and consulting, preferably within a CPA firm or outsourced tax service provider.

Proven experience in managing a team of tax professionals.