Asset Preservation Wealth & Tax Tax Manager Peoria, AZ · Lake Oswego, OR · Full time

Apply for Tax Manager

The candidate must have a minimum of 5-7 years' experience preparing federal and state individual, trust, estate, and business returns. 

Candidate must be knowledgeable about the latest legislation and regulations, detail-oriented, comfortable analyzing tax data, interviewing clients, reviewing tax forms for completeness and accuracy, and ensuring the highest standards of confidentiality and customer service. 

This role is an in-person tax preparer intended to be present in the office to meet with clients but may cover tax needs at another office. 

CPA preferred and EA & JD also considered, a degree in Accounting or Finance, and demonstrate experience providing tax compliance and planning services. Strong technical tax knowledge and attention to detail are essential for this role. 

Responsibilities 

• 5-7 years preparing high-net-worth individual, business, and trust tax returns. 
• Interviewing clients 
• Friendly and pleasant demeanor 
• Work with advisors to provide tax-efficient solutions to client needs 
• Draft client and advisor communications on behalf of the tax department 
• Stay informed on industry developments and changes in regulations 
• Quarterly estimated payments calculations and year-end tax planning 

Skills 

• Proven work experience in tax accounting 
• Thorough knowledge of accounting and taxing authority procedures 
• Experience with UltraTax, and CS Planner a plus 
• Intermediate or better Excel knowledge to work with data quickly 
• Tax planning experience  
• Excellent analytical skills with attention to detail 
• Integrity, with an ability to handle confidential information 
• Self-sufficient work ethic to take on and follow through on tasks independently 

Schedule: 

• Full-time Monday to Friday, additional hours required during peak tax season (January – April and August – October)