Tax Manager

• Serve as the lead for assigned client relationships and manage ongoing communication;
• Prepare and review a wide range of tax returns, including 1040, 11120, and 1065;
• Manage client projects, office workflows, and internal team assignments;
• Support and collaborate with the team on various tax and accounting projects;
• Develop and maintain strong client relationships, including proactive tax and estate planning;
• Prepare and review accounting activities for assigned clients;
• Identify additional client service needs and communicate updates effectively;
• Actively contribute to ATLAS advisory service offerings and initiatives;
• Participate in billing, WIP analysis, and firm programs such as the Coaching Program;
• Maintain confidentiality of sensitive information;
• Train and mentor team members and promote process improvement;
• Attend occasional same-day travel to client offices and meetings;
• Extended hours may be required during tax season;
• Other duties as assigned;

• Highly detail-oriented, accurate, and organized;
• Strong client service skills and relationship management experience;
• Excellent communication skills, both written and verbal;
• Able to prioritize tasks and manage multiple deadlines;
• Effective Team leader and collaborator;
• Strong active-listening and problem-solving skills;
• Proficiency in Quickbooks Online and Desktop
• Working knowledge of GAAP and Tax Basis Accounting (Cash and Accrual methods)
• Strong sense of initiative and ability to guide others through changing priorities;
• Experience with CCH platform

• Bachelor's degree in Accounting or Finance;
• CPA is highly desireable;
• Experience in public accounting firm
• 5+ years of experience in a similar tax role;

• Medical, Dental, and Vision;
• GAP Benefits;
• Supplemental Benefits;
• Life & AD&D Insurance;
• Short & Long-term Disability Plans;
• 401(k) with company matching;
• Bonius Structure;
• Flexible PTO with sick time;
• Incentive Program
• Development Program
• Company Wellness Program;

Texting Privacy Policy and Information:

• Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
• No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
• Message frequency will vary depending on the application process.
• Msg & data rates may apply.
• OPT out at any time by texting "Stop".