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Federated Fiducial · 2 days ago

Tax Manager

Springfield, Illinois Metropolitan Area

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Federated Fiducial is seeking a Tax Manager to lead their tax department in business income tax preparation, individual tax preparation, and estate/trust planning. The role requires advanced technical expertise and involves managing staff, overseeing tax return preparation, and representing clients before tax authorities.

AccountingConsultingCrowdfundingFinancial ServicesTax Consulting

Hiring Manager

Bryan Hobson

Responsibilities

Manage Individual Tax Practice – Direct the individual tax return preparation process from start to finish; client intake, preparation, e‑filing, and delivery. Ensure staff assignments are managed effectively and that returns meet quality and compliance standards

Individual Income Tax Return Review – Oversee staff preparing individual tax returns. Review returns and supporting documentation to ensure accuracy, compliance, and timely filing

Individual Advanced Income Tax Return Preparation – Personally prepare complex individual returns, including Form 1040, IL‑1040, and multi‑state filings. Handle extensions and estimated tax payments for sophisticated clients requiring advanced technical expertise

Manage Business Tax Practice – Lead the business tax unit, overseeing staff assignments, quality control, and service delivery. Establish processes for reconciling book‑tax income and ensure accurate preparation, e‑filing, and delivery of returns

Business Income Tax Return Review – Review business tax returns prepared by staff, ensuring reconciled audit trails from accounting records to tax reporting. Guarantee compliance and accuracy across all filings

Business Advanced Income Tax Return Preparation – Prepare complex business returns, including Forms 1065, 1120, 1120‑S, and 990. Handle multi‑state apportionment, extensions, and estimated payments for clients with sophisticated tax needs

Estate and Trust Tax Administration and Return Preparation – Obtain client financial records, assemble Estate or Trust Organizers, and oversee ongoing administration. Manage beneficiary distributions and prepare fiduciary, estate, and gift tax returns to support clients’ estate planning needs

Trusts and Estate Income Tax Return – Prepare and e‑file fiduciary returns (Form 1041, IL‑1041), estate tax returns (Form 706), and gift tax returns (Form 709). Ensure compliance with federal and state requirements, including extensions and estimated payments

Estate Tax Return – Prepare, process for review, and e‑file Form 706 United States Estate (and Generation‑Skipping Transfer) Tax Return, as well as Illinois estate filings. Handle related extensions and estimated tax payments

Staff Supervision and Development – Oversee staff assignments, resolve conflicts, and provide mentorship and training. Evaluate performance, make hiring and promotion decisions, and foster a collaborative, high‑performing team environment

Advisory Tax Research and Planning – Conduct in‑depth tax research and draft memorandums on complex issues. Advise clients on tax minimization, transfer strategies, and compliance planning, positioning yourself as a trusted advisor for long‑term financial success

Taxpayer Representation – Represent clients before the IRS and state tax authorities during audits, inquiries, and examinations. Respond to notices, manage examinations, and pursue relief through penalty reduction, waiver, or abatement requests

Practice Management – Support firm leadership with practice management, including time and billing, IT systems, and HR procedures. Identify new business opportunities and areas for specialization to grow the client base and strengthen firm operations

Qualification

CPA LicenseTax Principles KnowledgeAccounting ExperienceMaster’s DegreeQuickBooks ExperienceCCH Access ExperienceAnalytical SkillsMicrosoft WordMicrosoft ExcelActive PTINProblem-Solving SkillsTeamwork Ability