Page Title

Summit Advisors Group

Job Summary
We are seeking a highly skilled and experienced Senior Tax Manager to join our dynamic team. The ideal candidate will possess a deep understanding of tax regulations and compliance, along with a strong background in accounting and financial services. This role requires expertise in various areas, including tax preparation, retirement/estate planning, and financial report preparation. The Senior Tax Manager will be responsible for overseeing tax strategies, ensuring compliance with federal and state regulations, and providing guidance on complex tax matters.

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Responsibilities

• Develop and implement effective tax strategies to minimize liabilities while ensuring compliance with all applicable laws.

• Oversee the preparation and filing of federal, state, and local tax returns.

• Conduct thorough reviews of tax returns prepared by junior staff to ensure accuracy and compliance.

• Provide expert advice on estate planning, wills, trusts, and estate law to clients.

• Analyze financial statements for accuracy in accordance with GAAP standards.

• Maintain up-to-date knowledge of changes in tax laws and regulations affecting clients - both individuals and businesses.
   

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or Enrolled Agent preferred.

• Experience in accounting and/or tax preparation roles.

• Strong knowledge of financial concepts, including tax planning and preparation, as well as financial analysis.

• Proficiency in financial software applications; familiarity with ProSeries, TaxDome, and QuickBooks is a plus.

• Excellent analytical skills with the ability to interpret complex financial data accurately.

• Proven experience in managing client meetings and correspondence.

• Strong communication skills for effective collaboration with clients and team members.

• Ability to handle multiple projects simultaneously while meeting deadlines.