Tax Manager - Individual

Company: Calibre CPA Group PLLC
Location: Bethesda
Posted on: January 23, 2023

Job Description:

Calibre CPA Group is an established and growing public accounting firm, and we are seeking an experienced Tax Manager who specializes in tax compliance and consulting for high net-worth individuals and closely held businesses. The Tax Manager will lead and manage multiple tax engagements, ensuring the delivery of quality tax services to firm clients. The ideal candidate for this position will have recent tax experience in a public accounting setting. Strong performance in this role will open opportunities for advancement.Our offices are located in downtown Bethesda, MD. We also have offices in Chicago, IL, Los Angeles, CA and New York NY. JOB RESPONSIBILITES

• Prepare and review federal and state income taxes for firm clients, focusing on individuals and trusts.
• Research various tax issues and filing requirements and draft tax technical memorandums.
• Respond to and resolve notices from the IRS and State taxing authorities.
• Work closely with the audit and accounting financial service employees and clients to address complex tax and accounting issues.
• Build new and existing client relationships by demonstrating in-depth knowledge of client businesses and subject matter expertise in their accounting and tax needs.
• Maintain active communication with key client personnel throughout the year.
• Participate in the management of tax department workflow and staffing matters.
• Manage, coach, evaluate, and develop staff.
• Conduct regular review of staff work product and help to confirm staff has the knowledge, tools, and opportunities they need to excel.Qualifications:
  • A Bachelor's Degree in Accounting/Taxation
  • CPA Certification or EA designation
  • Minimum of 5 years of progressive tax experience in public accounting
  • Expert knowledge of Forms 1040, 1041, multi-state income tax returns
  • Knowledge of Forms 1065, 1120, 1120S, 5500, 990, 990T, PPT a plus
  • Proficiency in CCH Axcess, BNA Income Tax Planner
  • Technical writing and research experience in tax context
  • Deep understanding of IRS practice and procedures
  • Ability to review staff work product and provide feedback
  • Master's Degree in Taxation (preferred) EEO: Calibre CPA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Calibre CPA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.Calibre CPA expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Calibre employees to perform their job duties may result in discipline up to and including discharge.. PI200232095

Keywords: Calibre CPA Group PLLC, Bethesda , Tax Manager - Individual, Executive , Bethesda, Maryland