Tax Manager Job Description Sample Template

JOB TITLE:

  • Tax Manager

DUTIES and RESPONSIBILITIES:

  • Provide innovative tax planning, consulting, and compliance for a variety of clients in the cannabis industry.
  • Use expertise in taxation to oversee, manage, and complete tax projects.
  • Review business tax returns including 1120, 1120S, and 1065.
  • Proactively build relationships and communicate effectively with the client to provide superior client engagements.
  • Keep up-to-date on current tax procedures and changes in tax regulations/laws.
  • Actively participate in internal and external tax training.
  • Plan and manage budgets, billing, and staffing.
  • Manage engagements effectively to ensure exceptional client service.
  • Train, supervise, and delegate assignments to tax seniors and staff.
  • Review complex tax returns and associated work papers prepared by staff and senior associates and provide timely, specific, and meaningful feedback.
  • Prepares complex multi-state business, fiduciary, and individual tax returns.
  • Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, and make recommendations to the client for consideration.
  • Files federal, state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.
  • Identifies profitability of potential mergers and acquisitions by analyzing tax information; calculating key ratios; and identifying areas of tax savings.

EXPERIENCE and QUALIFICATIONS:

  • Bachelor’s Degree in Accounting or related field.
  • 5-7+ years of public accounting experience with an emphasis on preparation and/or review of work papers, complex income tax returns, research, and projections (corporate, partnerships, LLCs, and individuals).
  • CPA License.
  • Ability and/or desire to work in the cannabis industry.
  • Knowledge of 280E and other tax-specific nuances with companies working in this industry.
  • Strong experience with tax planning and tax strategy.
  • Technical and tax research skills.
  • Excellent communication skills along with great or developing negotiation skills.
  • Excellent customer service skills.
  • Strong organizational and interpersonal skills.
  • Analytical skills with detail orientation.

PHYSICAL DEMANDS:

  • Regularly required to sit for long periods of time
  • Use hands to handle, control, or feel objects, tools, or controls.
  • Reach with hands and arms, and talk or hear.
  • Occasionally required to stand and walk.
  • Frequently lift and/or move up to 50 pounds.