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Wilson Lewis

Tax Manager

Tax AccountingConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in accounting, finance, or a related field is required.
  • A Certified Public Accountant (CPA) credential or Enrolled Agent (EA) credential is required.
  • At least 7 years of public accounting experience in tax preparation and review is required.
  • Strong knowledge of basic accounting and corporate, partnership, and individual taxation is required.
  • Project management, analytical, and communication skills are required.
  • The candidate must be able to lead teams, manage multiple priorities, and meet deadlines.
  • A client-service mindset and commitment to quality and relationship building are required.

Responsibilities

  • Lead and manage business tax engagements involving Forms 1120, 1120S, and 1065, and individual tax engagements involving Form 1040, from planning through delivery, including preparation as needed.
  • Review and oversee staff and senior accountants’ work to ensure technical accuracy, compliance, and efficiency.
  • Serve as a point of contact for clients, maintain ongoing communication, and identify opportunities for value-added services.
  • Advise clients on federal, state, and local tax matters, offering proactive strategies to minimize risk and optimize results.
  • Mentor, train, and develop junior team members by providing technical guidance and performance feedback.
  • Research complex tax issues and present findings in clear, actionable terms.
  • Manage project timelines, budgets, and production goals to ensure engagement profitability.
  • Collaborate with partners and other managers to manage client relationships and support firm growth.
  • Stay up to date with changing tax regulations and incorporate innovative, practical solutions into client service.
  • Contribute to a positive, collaborative team culture that values accountability, integrity, and professional growth.

Desired Qualifications

  • Experience with CCH Axcess, UltraTax, and/or QuickBooks.
  • Knowledge of multi-state, high-net-worth individual, estate, and trust tax issues.
  • Prior supervisory experience with demonstrated ability to mentor and inspire staff.
  • Interest in business development or firm growth initiatives.

About the Company

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