Tax Manager

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.

About UHY

• WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.
• We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses.
• Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges.
• As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

Responsibilities

• Tax Strategy and Engagement Oversight Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
• Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
• Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations
• Research and Analysis Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
• Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
• Client Communication Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
• Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
• Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
• Compliance and Documentation Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
• Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
• Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
• Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
• Improvement and Innovation Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
• Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
• Strategic Business Development Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
• Participate in proposal development and presentations to prospective clients
• Supervisory responsibilities Will supervise subordinate team members

Requirements

• Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field 5 – 8 years of relevant experience CPA or Enrolled Agent license
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience

Benefits

• POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued.
• ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
• PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time

Juris Doctor (JD) degree for specialty positions

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.