US Tax Manager

Key Responsibilities

• Prepare and review simple to complex U.S. federal, multi-state, and local tax returns for individuals and businesses (Forms 1040, 1065, 1120, 1120S, 990, etc.).
• Identify potential tax credits, deductions, and liabilities to optimize client tax outcomes.
• Ensure timely and accurate filing of returns in compliance with U.S. Tax regulations.
• Review financial records, income statements, receipts, and prior tax returns to determine tax strategies.
• Interview clients to obtain a complete understanding of their financial situation.
• Use tax preparation software (Pro System FX, ProSeries, Lacerte, GoSystem, Drake, UltraTax, Intuit Online Tax) and QuickBooks for filings and client support.
• Provide guidance to clients to avoid unnecessary tax liabilities and maximize compliance benefits.
• Assist the operations team with workload management and tax process improvements.
• Maintain strong attention to detail while managing multiple returns and client information.

Required Skills

Skills Required

Us Taxation, Us Gaap, Quickbooks