Staff Financial Group · 1 day ago
Tax Manager - Individual Tax (Internal Tax Team)
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expStaff Financial Group is seeking an experienced individual tax specialist to provide compliance, planning, and consulting services for internal clients. The role involves managing client relationships, supervising staff, and reviewing complex individual tax returns in a flexible work environment.
B2BFinancial ServicesHuman ResourcesInsurance
No H1B
Responsibilities
Provide individual tax compliance, planning, and consulting services to internal clients
Review complex individual tax returns and all supporting documentation
Lead multiple engagements delivering proactive, strategic tax planning
Apply new technical developments to complex situations to enhance client service
Serve as the primary point of contact for approximately 75 clients
Participate in firm-wide learning programs and invest in ongoing professional development
Support team development through mentoring, coaching, and knowledge sharing
Qualification
Required
Bachelor's degree in Accounting, Law, or related business discipline; Master's or advanced degree preferred
CPA or EA required
8+ years of experience in individual tax return review and planning for high-net-worth individuals
Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax
Experience providing federal tax compliance and consulting services in a professional services environment
Strong analytical, organizational, project management, and communication skills
High proficiency with CCH Axcess, PDFlyer, and Microsoft Office Suite
Preferred
2+ years of supervisory, mentoring, or team leadership experience preferred
Eligibility to work in the U.S. without sponsorship preferred
Benefits
Competitive compensation with benefits
Company
Staff Financial Group
Staff Financial Group is a staffing and recruiting company offering accounting and financial recruiting services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Andree Frost
Client Partner/Managing Director Recruiting
Michael Lanzillotti
Client Partner
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