Lucida Tax + Accounting Solutions · 1 week ago
Sr. Tax Manager
Brookfield, WI
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expLucida Tax + Accounting Solutions is a full-service accounting firm dedicated to providing exceptional service. As a Senior Tax Manager, you will prepare and file various tax forms, manage client relationships, and oversee staff involved in tax preparation.
Hiring Manager
Samantha Loehe
Responsibilities
Prepare and review business and individual tax returns
Tax planning and projections requested by clients
Research tax issues
Provide recommendations for process improvements
Maintain an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
Answer calls and emails from clients in a timely manner
Develop and maintain relationships with key stakeholders, including clients, regulators, and industry organizations
Transfer expertise of industry knowledge, trends and best practices to others in the firm
Perform other related duties as assigned
Qualification
Required
Bachelor's degree required
CPA, EA, or JD- required
At least 8 full busy seasons worked in the tax profession helping to prepare and review individual and business tax returns
Positive attitude and willingness to learn
General proficiency with Microsoft Teams, Excel, Word, and Outlook
Ability to learn from previous experiences and apply knowledge to future assignments
Quality communication between other staff and clients
Ability to manage and develop new staff members
Attention to detail and organized
Be a team player
Preferred
Experience with Thomson Reuters suite preferred
Company
Lucida Tax + Accounting Solutions
At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase