Tax Manager
📋 Role Overview & Responsibilities
Title: Tax ManagerLocation: Ocala, FLSalary range: $100K - $150K
Must Haves
Experience: A minimum of 5 years in tax management, with a focus on trusts and estates. Education: Bachelor’s degree in accounting or related field. Certification: Active CPA license (preferred). Leadership Skills: Ability to lead and inspire a team. Analytical Mindset: Strong problem-solving and critical-thinking abilities. Client-Centric Approach: Excellent communication and client service skills. Adaptability: Thrive in a dynamic and evolving tax landscape.
Job Description
Client Consultation: Engage with clients to understand their unique tax needs and objectives. Provide strategic advice on tax planning, compliance, and optimization.
Team Oversight: Lead a team of tax professionals, ensuring efficient workflow and adherence to deadlines. Review tax returns, research findings, and complex tax matters.
Trust and Estate Expertise: Specialize in trust and estate taxation. Handle intricate estate planning, inheritance, and fiduciary tax matters.
Business Development: Foster existing client relationships and identify opportunities for growth. Participate in networking events and industry forums.
Process Enhancement: Continuously improve tax processes, leveraging technology and best practices. Streamline workflows for maximum efficiency.
Regulatory Compliance: Stay informed about tax laws, regulations, and changes. Ensure compliance with federal, state, and local tax requirements.
CPA Leadership: Utilize your CPA certification to provide authoritative guidance. Mentor junior staff and contribute to their professional development. Remember that each day may bring new challenges, client interactions, and tax scenarios. As a Tax Manager, you’ll play a pivotal role in shaping financial strategies and ensuring compliance for your clients.
Responsibilities
Client Advisory: Provide expert tax advice to clients, particularly in the areas of trusts and estates. Collaborate with clients to optimize their tax strategies and minimize liabilities.
Team Leadership: Lead and mentor a team of tax professionals. Oversee tax compliance, planning, and research activities. Ensure timely and accurate completion of tax returns.
Complex Tax Matters: Handle intricate tax matters, including high-net-worth individuals, estates, and trusts. Conduct thorough tax research and analysis. Prepare and review complex tax returns.
Business Development: Cultivate existing client relationships and identify opportunities for growth. Participate in business development efforts, networking, and community engagement.
Process Improvement: Streamline tax processes and enhance efficiency. Implement best practices within the tax department.
CPA Expertise: Leverage your CPA certification to provide authoritative guidance. Assist clients in achieving their financial goals through tax planning.
Frequently Asked Questions
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This position is located in Ocala, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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