About this opportunity
650 UHY Advisors Midwest, Inc. lists this Tax Manager-HNWI opportunity in st. louis, Missouri. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JOB SUMMARY: As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.
Tax Strategy and Engagement Oversight
Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities.
Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards.
Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations.
Research and Analysis
Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision‑making.
Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
Prepare and deliver presentations to clients on tax‑related matters, providing insights into their financial situations and potential tax implications.
Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax‑related matters.
Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements.
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members.
Participate in internal training sessions to enhance technical skills and stay updated on industry trends.
Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm’s tax services.
Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables.
Strategic Business Development
Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm’s growth strategy.
Participate in proposal development and presentations to prospective clients.
Supervisory Responsibilities
Will supervise subordinate team members.
Work Environment
Work is conducted in a professional office environment with minimal distractions.
Physical Demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
Must be able to lift to 15 pounds at a time.
Travel
Travel required; may be frequent and unpredictable, depending on client’s needs.
Required Education and Experience
Bachelor’s degree in accounting, finance, or a related field.
5 – 8 years of relevant experience.
CPA or Enrolled Agent license.
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
Specific positions may require additional industry or specialization certifications.
Responsible for completing the minimum CPE credit requirement.
Preferred Education and Experience
Juris Doctor (JD) degree for specialty positions.
Software
CCH Prosystem FX
Axcess Tax
Axcess Document
Axcess Workstream
Thomson Reuters Fixed Assets
Checkpoint for Tax Research
Additional Duties
Other duties as assigned.
Benefits
Positive Work Environment – collaborative and supportive team.
Attractive Compensation Packages – competitive and tailored.
Comprehensive Benefit Package – group health insurance, dental & vision, 401(k), generous PTO.
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Worksite address
st. louis, MO, 63146, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.