Tax Manager

Join our dynamic team at Whitecap Search, where you will leverage your extensive public accounting experience to lead and manage tax engagements for a diverse client base. We are looking for a seasoned professional with a strong background in tax compliance and consultation, capable of delivering exceptional client service and building lasting relationships.

Function

As a Senior Manager, you will bring your expertise in public accounting to work on and lead tax, audit, and accounting engagements for closely held businesses across various industries and high net worth individuals. Your diverse tax experience will include partnerships, S corps, C corps, HNW, individual, and small business tax. You will also have a solid understanding of audit, compilation, review, accounting advisory, and bookkeeping.

• Tax compliance and tax consultation for high net worth individuals and related closely-held businesses
• Review individual, partnership, corporation, and trust tax returns (1040, 1120C, 1120S & 1065)
• Prepare quarterly and annual tax projections for estimated taxes
• Prepare and review correspondence for tax notices
• Review white paper financial reports
• Coordinate with Tax Partners and respond to client inquiries
• Assist partner in scheduling work assignments, including tax returns and monthly accounting work
• Supervise staff, including one to three bookkeepers
• Review invoices for family office bill pay clients
• Review bank reconciliations and general ledgers
• Help manage financial download activity
• Other family office work
• Assist in coordinating various niche services, where needed

Requirements

We are seeking candidates with a CPA or parts passed and 2-15 years of experience in public accounting. The ideal candidate will possess advanced, diverse tax generalist knowledge and the ability to build strong professional relationships. You should be able to lead and supervise others, demonstrate sound business judgment, and have the drive to take ownership of client relationships. Diverse industry knowledge is also essential.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.