LGA, LLP · 1 month ago
Tax Manager – Enterprise Group
500 West Cummings Park, Woburn, MA 01801, USA
Full-time
Hybrid
Mid, Senior Level
$115K/yr - $175K/yr
5+ years expLGA, LLP is focused on its people and offers specialized tax services. As a Tax Manager in the Enterprise Group, you will manage the preparation and review of tax returns, oversee research on complex tax issues, and provide valuable tax planning advice to clients.
AccountingAdviceFinanceFinancial Services
Responsibilities
Facilitates and manages the preparation and review federal and state tax returns and the accurate, timely filling of all tax forms, with a focus on owner managed businesses, their owners and their families
Reviews tax returns, quarterly/ yearly tax projections, and related engagements
Oversees and conducts research and analysis of complex tax issues to provide written conclusions and recommendations
Encourages engagement team members to provide regular evaluations and feedback to others, provides formal evaluations to supervisors, senior associates, associates, interns and coops, as appropriate, and seeks out regular evaluations from supervisors
Maintains effective control procedures over all aspects of the tax process
Responsible for development of engagement budgets and the monitoring of WIP; manages the billing for clients in coordination with supervisors
Demonstrates an ongoing commitment to continuing education and professional growth, seeks out formal, self-study, and on-the-job training opportunities
Is sought out by peers as a resource in respective specialization(s). Participates in the development of staff by leading training seminars and encouraging staff and seniors to do the same
Effectively develops and communicates tax planning and accounting concepts to clients, provides value added advice; actively seeks specialized knowledge; connects clients with both internal and external resources to provide additional beneficial services
Effectively communicates accounting issues and developments to clients, provides value added service, and actively seeks specialized knowledge
Demonstrates expertise in applying the Internal Revenue Code and Regulations to which each client is subject and helps the engagement team to develop and apply this knowledge
Ensures overall engagement team quality of research, documentation, and client deliverables
Effectively reviews engagement team deliverables to ensure completeness and accuracy and helps the team to develop self-review skills
Qualification
Required
Bachelor's degree in Accounting, Taxation, or a related field
5-9 years' experience in a related field
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.)
Ability to review and troubleshoot tax software issues and guide junior staff in usage
Comfortable working in a technology-driven, paperless environment
Strong organizational skills, detail oriented, and able to manage multiple deadlines
Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line
Demonstrated skill in reviewing tax returns prepared by junior team members, identifying errors, and ensuring compliance
Ability to mentor and train junior team members, providing constructive feedback
Acts as a culture carrier, ensuring alignment with the firm's vision and values
Respect for compliance and confidentiality
Preferred
Master's in Accountancy or Tax or a plan to pursue
CPA or EA certification or a plan to pursue
Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus
Company
LGA, LLP
LGA, LLP is an independent, full-service CPA and Business Advisory firm with over 45 years of experience in delivering financial focus to businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Sieker
Partner and Fractional CFO Practice Head - Business Advisory Services
Derek Silveira CPA, MST
Partner
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