Tax Manager

We are looking for a skilled and client-focused Tax Manager to join our team as a key leader.

The Tax Manager is responsible for the review of tax returns (partnership/corporate), conduct research, coordinate year-end planning, calculate quarterly estimates, and manage other projects as needed. This includes managing multiple projects and client relationships simultaneously. Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments (most typically audit and accounting advisory) to effectively accomplish projects and tasks.

To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.

Tax Compliance, Client Management, and Technical Support

Review advanced tax computations, workpapers, and tax entries

Assist clients with bookkeeping and adjusting journal entries

Review tax returns (individual, partnership, multistate, corporate, and other)

May be authorized to sign tax returns in the course of this role

Manage year-end planning and quarterly tax estimates

Address IRS or State Taxing Authority notices and provide a timely response

Review and assist in researching technical issues

Verify the validity and accuracy of client financial matters

Initiate and manage client communications

Identify and communicate issues and tax planning ideas with a Partner

Engagement Management, Operations, and Financial Oversight

Coordinate, plan, and schedule workflow for effective engagement management

Organize and coordinate clients’ income tax data for accurate and timely completion

Delegate and oversee the initial preparation and set-up of client files

Delegate preparation of payroll and quarterly/year-end payroll tax returns

Requirements

Bachelor’s Degree in Accounting or Finance degree, with 150 credit hours

6+ years of progressively challenging Public Accounting experience

CPA, J.D, or EA

Solid track record of career achievements and work quality

Tax preparation and review experience (Individual and/or Business)

Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite

Strong knowledge of Internal Revenue Code, tax law, and tax processes

Familiarity with financial statement procedures and the ability to distinguish between material and immaterial items

Familiarity with generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards

The annual salary range for this position is: $110,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.

Boulay is committed to providing reasonable accommodation to all applicants . If you require any accommodation, contact Mercedes at mbetzina@boulaygroup.com.

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.

Benefits

401(k)

Dental insurance

Disability insurance

Employee assistance program

Flexible schedule

Health insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Vision insurance

Work from home