Schlaupitz Madhavan, P.C. (SMCPA) is a growing CPA and advisory firm recognized for its collaborative culture, high standards, and commitment to excellence. We're seeking an experienced Tax Manager to advise clients, manage complex tax engagements, and support the continued growth of our tax practice. The Tax Manager will serve individual clients, trusts, estates, and related business interests while leading a small professional staff. This role is ideal for a technically strong tax professional who enjoys advising clients, managing complex engagements, mentoring team members, and working closely with firm Managers and Partners to deliver exceptional service. What You'll Do Advise clients on tax matters and planning opportunities relevant to their personal, trust, estate, and business tax situations. Manage and review federal and state tax returns for individuals, businesses, trusts, estates, and other entities, ensuring accuracy, quality, and compliance with applicable tax laws. Oversee assigned client engagements, including workload, workflow, deadlines, deliverables, and engagement documentation. Serve as a primary point of contact for assigned clients by responding to questions, providing proactive updates, gathering information, and delivering high-quality service. Conduct tax research, stay current on federal and state tax developments, and communicate relevant findings to clients and engagement teams. Review and respond to IRS and state tax notices, audits, examinations, and other tax matters, escalating complex issues as appropriate. Review workpapers, financial statements, projections, estimates, and other client deliverables for accuracy and completeness. Supervise, train, mentor, and provide technical guidance and feedback to tax staff and senior associates. Participate in client meetings, business development activities, firm initiatives, and special projects that support long-term client relationships. Maintain high standards of professionalism, confidentiality, technical excellence, and compliance with professional and regulatory standards. What You Bring Bachelor's degree in Accounting with an emphasis in Taxation; Master's degree in Accounting or Taxation preferred. Active CPA or Enrolled Agent license. Minimum six years of broad tax experience, including individual and trust taxation. Experience with a variety of entity types and complex individual tax matters. Prior supervisory experience in a public accounting environment. Strong knowledge of federal and state income tax laws applicable to individuals, corporations, and pass-through entities. Proficiency with tax preparation software (e.g., CCH Axcess, GoSystem) and Microsoft Office Suite. Excellent organizational skills, attention to detail, and strong verbal and written communication skills. Physical Requirements This position primarily involves sedentary office work. Occasional travel to client sites may be required. Ability to operate standard office equipment and work extended hours during peak tax periods. Work Locations Ann Arbor, Bingham Farms, and Troy, Michigan Compensation & Benefits Salary: To be determined based on experience and qualifications. Benefits include health, dental, vision, and life insurance options; a 401(k) plan with employer match; voluntary long-term and short-term disability options; HSA/FSA cards; and paid time off. Join a team that values collaboration, initiative, and excellence, and play a key role in supporting consistent administrative operations across a growing firm built on trusted relationships and long-term success. Equal Opportunity Employer Schlaupitz Madhavan, PC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age (40 or older), disability, genetic information, height, weight, marital status, familial status, pregnancy, or hair texture and style.
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Are you an experienced federal tax professional who enjoys solving complex tax issues across jurisdictions and countries? Are you interested in accounting for income taxes, tax advisory, tax controversy, and tax planning? Do you want to help large global and dynamic midsize companies across industries address complex tax compliance and consulting needs? If so, consider joining Deloitte's Business Tax Services-Federal Tax practice. Recruiting for this role ends May 31, 2027. Work You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance services to large global and dynamic midsize clients across industries. You'll work directly with clients, lead tax engagement teams, collaborate with Deloitte specialists, and receive support from firm leadership as you grow your career. In this role, you will build and maintain strong client relationships across federal tax consulting and compliance engagements. You will advise clients on accounting for income taxes, federal tax accounting and provisions, tax compliance, federal tax planning involving periods, methods, and credits, business restructuring, and tax controversy. You will oversee complex federal tax projects involving multiple entities and affiliates, applying technical tax knowledge and business judgment to analyze issues and develop practical recommendations. You will manage engagement workflow, team resources, timelines, and billing while maintaining high standards for quality and client service. You will also lead, coach, and counsel engagement team members, providing feedback and career guidance that supports their development and motivation. By combining technical expertise, client service, project leadership, and people development, you will help clients navigate tax complexity and make informed business decisions. A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to mentor and provide clear guidance to others The Team Deloitte Tax LLP's Business Tax Services team helps public and private companies integrate tax strategy into their business operations while considering their objectives and risk profiles. Our professionals combine technical tax expertise, industry knowledge, technology, and specialized resources to help clients address global tax challenges, improve tax-function efficiency, and make informed decisions. The practice provides a broad range of services, including tax planning and compliance, tax controversy and risk management, research and development and government incentives, and tax management consulting. As part of the team, you will collaborate with subject-matter experts and industry specialists to help clients navigate complex tax requirements and strengthen the impact of their tax functions. Learn more about Deloitte Business Tax Services . Qualifications Required: Bachelor's degree in accounting, finance, or related field 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available Preferred: Advanced degree such as Masters of Tax, JD, and/or LLM Solid understanding with accounting for income taxes in accordance to ASC740 Previous Big 4 or large CPA firm experience Strong management experience Excellent research and writing skills Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000 You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. btstax
We are looking for an accomplished Tax Manager to oversee U.S. tax operations for the organization in Southfield, Michigan. This position will guide compliance, provision work, and tax planning efforts while collaborating closely with finance partners and outside advisors. The role is ideal for someone who can balance technical expertise with practical business insight to support accurate reporting and a well-managed tax posture. Responsibilities: • Direct the preparation and review of U.S. tax filings across federal, state, and local jurisdictions, ensuring submissions are complete and on schedule. • Manage income tax accounting activities, including quarterly and year-end provision work, to support reliable financial reporting. • Monitor effective tax rate trends, evaluate key drivers, and provide insight into factors affecting the organization's tax results. • Oversee tax account reconciliations, validate recorded balances, and determine required tax payments with a high degree of accuracy. • Coordinate audit activity by organizing supporting materials, addressing information requests, and serving as a point of contact with taxing authorities. • Maintain thorough tax records, including returns, provisions, payments, and official correspondence, to support compliance and documentation standards. • Work with internal teams and external specialists to address transfer pricing obligations and related reporting requirements. • Partner with finance, accounting, and advisory stakeholders to advance tax planning initiatives and improve the company's overall tax position. • Identify process enhancements, strengthen tax controls, and recommend practical approaches to reduce risk and improve efficiency. • Bachelor's degree in Accounting, Finance, Tax, or a related discipline. • At least 5 years of progressive experience in U.S. corporate tax, including compliance and planning responsibilities. • Strong knowledge of federal, state, and local tax regulations, income tax provision work, and corporate tax reporting. • Experience leading relationships with external tax advisors, consultants, or service providers. • Ability to interpret complex tax issues and translate findings into clear recommendations for the business. • Demonstrated success improving tax processes, documentation practices, or internal controls. • Strong organizational, analytical, and problem-solving abilities with the capacity to manage competing deadlines. • Effective communication skills and the ability to collaborate across accounting, finance, and cross-functional teams. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice.
Ranked among the largest accounting and consulting firms in the country and consistently a Great Place to Work , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our Core Tax Services team is seeking a Tax Manager to join our high performing team in Austin. The successful candidate will manage the client's tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities. Candidates should be accustomed to working as the main point of contact with the client and will be comfortable in managing workflows, deadlines, deliverables, and client communications. This role will also be responsible for training and developing less experienced professional staff. As a Manager, You Will Solve problems for clients in industries such as real estate, professional services, and high net worth individuals Manage engagements and provide knowledgeable review of complex returns Leverage your project management, analytical, interpersonal, and communication abilities Lead Tax Staff and Seniors in a dynamic environment Demonstrate superior client service skills What You Bring To The Role Bachelor's degree in Accounting, Master's preferred Must be CPA certified with an active CPA license Minimum of 5 years of experience in public accounting with a minimum of 2 years of managerial experience Strong background and understanding of pass through entity structures and a general understanding of corporate taxation General understanding of partnership taxation, particularly with respect to partnership equity investments What You Can Expect From Us Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range $107,300 - $171,600 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2026 Cherry Bekaert. All Rights Reserved.
We are seeking a talented tax professional to join the firm's tax practice. As a Tax Manager, you will be expected to be the lead team member for tax compliance and tax planning for some of the firm's clients. Key Responsibilities Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships Manage existing and build new client relationships Oversee tax planning strategies for clients and run tax projections Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities Support and collaborate with the advisory team on tax planning related functions Manage workflow, budgets, and billings Evaluate and develop processes and procedures to improve tax department efficiency Qualifications Minimum 5 years of public accounting experience with an extensive background in taxation CPA or JD required; Master's in taxation preferred Ability to manage multiple client engagement and projects Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCH IntelliConnect) Excellent written and verbal communication skills Strong research and analytical skills Willingness and desire to be part of a team Compensation Salary range: $125,000 – 250,000 Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company 401(k) Plan + match Our Culture Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high-performance, no-excuse team of 100 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.
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Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you! We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life. Job Summary: As a Tax Manager , you work closely with partners, staff, and clients. You are responsible for planning, managing, reviewing, and completing client engagements. You provide proactive tax-saving strategies and profitability recommendations for clients while helping to attract new business, strengthen client relationships, and serve as a key point of contact for designated clients. Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations. Duties/Responsibilities: Manage and review complex federal, state, and international tax returns for individuals, corporations, and partnerships. Understand client's business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery Develop and maintain strong client relationships by providing exceptional service and understanding their business needs. Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines Review work performed by team members, providing constructive feedback to ensure quality and accuracy Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations Extensive knowledge of federal, state, and local tax regulations Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously Education and Experience: A Bachelor's degree and/or Master's degree in Accounting. Active CPA license 5+ years of progressive public accounting tax experience. Expertise in individual, corporate, and pass-through taxation. Proven expertise in overseeing complex client engagements and delivering high-quality client service Ability to develop tax planning strategies for clients. Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite Experience supervising, training, developing, and reviewing the work of staff and senior associates hybrid Salary Range Salary Range: $120,000 USD - $150,000 USD
About The Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession. BFJ is hiring! BFJ was founded in 2002 in Saint Paul, Minnesota. We are an accounting and advisory firm that provides consulting services to industries including construction, real estate, manufacturing, and franchise; and niche areas like professional services, trust and estate, and retail. Our growing firm has a modern office environment and culture of workplace well-being. We attract and retain talent with the approach that everyone should be excellent at what they do. BFJ's mission is to make public accounting the career of choice in the financial industry. Tax Manager This individual is responsible for organizing and managing client assignments and projects, including the completion of assignment tasks and project components as well as coaching, advising, and directing team members in meeting client and firm expectations. Tax managers should exhibit a high level of integrity and drive. Job Responsibilities Manage multiple client engagements simultaneously, ensuring overall success of each project Preparation and review of Individual, Trust, Estate, Partnership, Corporation, and Real Estate Partnership Tax Returns Manage, develop, train, and mentor team members on projects and assess performance for engagements and annual reviews Supervise and review team members' work for accuracy and compliance with professional standards Review of Individual returns that include: Multiple, complex partnership K-1s Stock options Multi-state K-1s Ability to research, interpret, and apply tax code to unique circumstances. Maintain active communication with clients to manage expectations and ensure satisfaction Actively invest in professional development individually and through participation of continuing professional education, including sharing knowledge within the firm Participate in firm wide initiatives including recruitment Work with partners on proposals and business development Requirements Include 5+ years of current or recent public accounting experience providing related tax experience Minimum of a Bachelor's Degree in Accounting or similar Current CPA license Experience leading teams and mentoring staff Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. We Provide a Robust Benefits Package, Including Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term & Short-Term Disability Insurance Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Essential Duties Tax Services Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies Review individual, trust, estate, gift, business entity, and foundation returns Handle Federal and State tax notices and audits Review and analyze estate planning related legal documents Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies Be proactive and stay current on new tax legislation and tax reform Experience in tax compliance specific to the oil & gas sector: Calculating depletion and depreciation, including cost and percentage methods Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC Calculating AMT adjustments specific to the oil & gas sector Business Development Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions Serve as a subject matter expert, resource, and point of contact for clients' broader advisory team, including wealth advisors, financial planners, and other stakeholders Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles Provide internal training and guidance on tax-related topics Manage other members of the group including monitoring their workload and training and assisting them Qualifications BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required Active CPA, EA or state bar license required (eligible to be listed on POAs is required) 6+ year's progressive experience in public accounting required Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families Ability to establish and maintain strong client relationships Excellent verbal and written communication skills Proficiency in Microsoft Office applications required Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA) Experience with research software and memo writing required Must be able and willing to work additional hours as needed to meet client deliverables This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Pay Information This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $121,900-$172,500 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect From Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Job Description Review federal and state income taxes for Individual, Partnership, Corporate and Trust tax returns Build new and existing client relationships and demonstrate knowledge of client industries Prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities Provide technical training Participate in staff mentorship program Manage performance and development of staff members Manage multiple clients, budgets and productivity goals Practice development
Location: Bethesda, MD (hybrid or remote available). Salary range: $140,000 - $170,000 The Tax Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Essential Functions: Performs technical tax review and approval of business and individual tax returns and governmental tax examinations of any complexity Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary Delegates, manages, and performs tax research projects to achieve an accurate and efficient product Leads client relationships and participates actively in client meetings and tax planning efforts to assist the Client Services Departments with clients Acts as a resource for tax staff on training and development as well as specific tax issues and/or questions Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities Technical expertise in international tax issues and forms including Forms, 5471, 5472, 8858, 1040NR, FBAR Familiar with new guidance on GILTI and FDAP Other Functions: Prepares other reports and projects as requested from time to time by the partners Researches and evaluates tax preparation and tax research software for recommendation to partners Performs such other duties as may be assigned Requirements Educational and Experience Requirements: Bachelor's degree in accounting required, Master's degree in taxation preferred. 6-12 years experience in public accounting, demonstrating a progression in tax return complexity, scope and research and management capabilities. A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Also, must participate regularly in career development program to improve managerial, communication, and interpersonal skills. Required Licenses, Certificates, Knowledge, or Skills: A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems. This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. Benefits This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). We offer a competitive benefits package, including a 401(k) plan with profit sharing, employer-supported medical coverage, company-paid life and disability insurance, student loan repayment, generous PTO, and a culture that fosters flexibility and career development. We look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Essential Duties Tax Services Provide high quality individual, trust, estate, gift, foundation, and business tax compliance services as well as estate planning advisory services Develop and implement tax planning strategies in alignment with client goals and objectives, including coordinating with advisors to integrate tax considerations into financial plans and investment strategies Review individual, trust, estate, gift, business entity, and foundation returns Handle Federal and State tax notices and audits Review and analyze estate planning related legal documents Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies Be proactive and stay current on new tax legislation and tax reform Experience in tax compliance specific to the oil & gas sector: Calculating depletion and depreciation, including cost and percentage methods Experience with deductions unique to the oil & gas industry, such as dry hole costs and IDC Calculating AMT adjustments specific to the oil & gas sector Business Development Manage all aspects of client accounts with respect to tax, fostering client relationships, overseeing processes, and answering questions Serve as a subject matter expert, resource, and point of contact for clients' broader advisory team, including wealth advisors, financial planners, and other stakeholders Conduct internal business development and marketing, including networking, public speaking and authoring income tax planning and Trust and Estate related articles Provide internal training and guidance on tax-related topics Manage other members of the group including monitoring their workload and training and assisting them Qualifications BA/BS degree in Accounting from an accredited college/university, JD, or MS in Tax required Active CPA, EA or state bar license required (eligible to be listed on POAs is required) 6+ year's progressive experience in public accounting required Extensive experience in Tax Advisory and Gift/Estate/Trust planning and compliance for sophisticated high-net-worth and ultra-high-net-worth individuals and families Ability to establish and maintain strong client relationships Excellent verbal and written communication skills Proficiency in Microsoft Office applications required Experience with reviewing individual, fiduciary, gift tax returns required, partnership and S corporation preferred Preferred experience with CCH Axcess Tax & Bloomberg Income Tax Planner (Formerly BNA) Experience with research software and memo writing required Must be able and willing to work additional hours as needed to meet client deliverables This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect From Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
About The Company Our client is an independent accounting firm with multiple locations across the country providing audit, tax, risk, and forensic advisory services for entrepreneurial, public, non-profit, and individual clients. Responsibilities Manage annual compliance for estates and trusts including income tax return review Tax planning and research Collaborate with clients' attorneys and other advisors Keep up to date on current tax practices and changes in tax law Develop and maintain accountability for engagement budgets and staff utilization Build and enhance client relationships Requirements Bachelor's degree required Master's in tax preferred 5-7 years of estate and tax experience Strong tax compliance/research experience Experience with 1040s, 709s, 706s, 1065s a plus Salary Range $125,000 – $170,000