Tax Manager

COMPANY DESCRIPTION:

At Cohesion Companies, LLC we provide detailed tax planning, outsourced accounting services and wealth management services via a concierge/family office model that positions our clients for savings and for success. We aim to be on the leading edge of technology, staff, and training. The clients who we target and who have the best experience with our firm are (1) business owners who need help with personal and entity tax planning and/or (2) high net worth individuals with tax planning opportunities. Our top priority is to provide value and tax savings to our clients.

DUTIES & RESPONSIBILITIES

• Professional and timely client communication
• Manage all processes related to tax return preparation for clients
• Planning, preparation and review of all federal and state tax returns for individuals, corporations, partnerships, trusts and non-profits
• Financial statement analysis with ability to recommend adjustments needed for tax purposes
• Ability to meet with clients to discuss tax returns, tax planning and strategies
• Represent Clients before the IRS
• Analyze IRS notices and draft/review responses prepared by other personnel
• Create/review workpapers, as needed

QUALIFICATIONS: EDUCATION, KNOWLEDGE, TRAINING, & WORK EXPERIENCE

• CPA (Certified Public Accountant)
• Bachelor's degree in accounting or related field, from an Accredited Institution
• Masters in Tax or Finance Preferred
• 6+ years tax experience preparing complex tax returns for individuals, corporations, partnerships, trusts and non-profits; Tax Forms 1041, 1065, 1120, 1120-S and 990.
• Ability to utilize technology and software related to tax preparation and project management
• QuickBooks desktop and online experience
• Review and coordination with offsite tax preparation contractors
• Self-motivated, reliable, ethical with high energy
• Ability and desire to manage teams
• Strong Communication skills with clients and professionals, both verbally and written

ESSENTIAL FUNCTIONS

1. 1. Act as the point of contact on behalf of business lines
2. 2. Assist Clients on educational and factual based best practices.
3. 3. Manage information flow in a timely and accurate manner.
4. 4. Screen and direct communication and distribute correspondence.
5. 6. Address all situations with a high level of confidentiality and discreetness.
6. 7. Attend and participate in the weekly Administrative Team Meeting
7. 8. Work on special projects as requested by the Leadership Team
8. 9. Any reasonable task as assigned by the Partners or immediate supervisor.