Fixed income manager jobs near me - 598 jobs

Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. You'll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. We lead the way as tax advisors dedicated to innovation; providing our clients with the right skills & technology to problem solve & provide sustained outcomes. We adopt a practical & holistic approach to meet the unique needs of private companies & their owners. We thrive in an environment where transactions are complex & require an advanced level of sophistication. We are distinguished by our technical knowledge, specialization, & industry insights which address our clients' needs. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Accounting Minimum Years of Experience: 4 year(s) Certification(s) Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates extensive-level knowledge and/or a proven record of success in complex tax issues faced by non-publicly traded companies and day to day compliance and consulting for a variety of entities including corporations, and pass-through entities. Demonstrates extensive-level abilities and/or a proven record of success in identifying and addressing client needs: Building, maintaining, and utilizing networks of client relationships and community involvement; Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; Preparing and/or coordinating complex written and verbal materials; Supervising teams to create an atmosphere of trust, seeking diverse views to encourage improvement and innovation; and, Coaching staff including providing timely meaningful written and verbal feedback. Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************

A global consulting firm is seeking a Seasonal Tax Manager specializing in Banking and Capital Markets. The role involves providing tax guidance and consulting, preparing tax provisions, and enhancing controls. Candidates should have a bachelor's degree, a valid CPA license, and at least 5 years of tax experience. The position supports a flexible work model, with most engagements requiring in-person collaboration 40-60% of the time. Competitive hourly compensation of $90-$120 inclusive of diverse benefits is offered. #J-18808-Ljbffr

Tired of the endless grind during busy season? Looking for a firm where you can actually have a life, grow your career, and work with people you genuinely enjoy? We're a Top 300 CPA firm serving high-net-worth individuals and small businesses in thriving industries like technology, construction, real estate, and healthcare. What makes us different? We've built our entire culture around three pillars: balance, growth, and belonging. Unlike most firms, we spread out workloads to avoid burnout, give you the flexibility to work remotely from anywhere in the U.S. (bonus points if you're near Nashville or Clarksville), and provide a clear path to partner for those who want it. Why You'll Love Working Here Real work-life balance - long weekends in the off-season, no "always on" culture 4-5 weeks PTO + holidays right from the start Career growth you can see - mentorship and a transparent path to partner Supportive culture - from top to bottom, our team is kind, collaborative, and approachable Full benefits - 401(k) match, medical, dental, and vision Competitive pay + bonus potential - 130-150K + Bonus What You'll Do We're hiring for multiple Tax roles, including HNW-focused Senior Tax Managers and Tax Managers with specializations in: Generalist Real Estate Tax Strategy Your work will include: Reviewing and managing tax returns, extensions, and tax planning for HNW clients Preparing and reviewing complex projections for individual and corporate tax liability Overseeing client deliverables and deadlines with a focus on quality and relationships Leading tax research and communicating findings to clients and team members Mentoring staff and being a resource on tax processes, software, and workflows What You'll Bring 4-12+ years of relevant tax experience Strong background in individual tax compliance and planning (CS Suite/UltraTax experience a plus) Bonus points for gift, estate, trust, or partnership tax exposure Curious, forward-thinking mindset with a passion for improvement A collaborative, positive personality that makes you a great team player and mentor The Bottom Line At our firm, you won't just clock in and out-you'll grow, thrive, and enjoy the work you do. If you're looking for a place where culture and balance are more than just buzzwords, we'd love to talk. Kiefer.Cundy@cybercoders.com

Job Title: Asset Manager Salary: $130,000-$155,000 Skills: Turnaround Asset Management, Distressed Assets, Value-Add Strategies, Financial Analysis, Property Management About the Real Estate Company / The Opportunity: Seize the opportunity to lead the recovery and repositioning of complex real estate assets for a forward-thinking organization in the real estate industry. As an Asset Manager specializing in distressed assets, you will play a pivotal role in restoring value and stabilizing performance across a portfolio of underperforming or distressed multifamily, commercial, and mixed-use properties. This remote position requires extensive travel nationwide, direct engagement with senior leadership, and the chance to drive meaningful impact through expertise in operational execution and financial oversight. Responsibilities: Conduct deep financial and operational reviews of distressed properties to diagnose causes of underperformance. Evaluate rent rolls, occupancy, expense trends, tenant quality, and market positioning to develop effective turnaround strategies. Create and implement comprehensive asset recovery plans, including leasing initiatives, expense controls, capital improvements, and management changes. Lead repositioning efforts for value-add assets with renovations, amenity upgrades, and rebranding. Partner with leasing, property management, and capital project teams to optimize rent pricing, marketing, and tenant retention. Monitor day-to-day property operations, recommending staffing changes, process improvements, and vendor renegotiations. Prepare and present asset updates and financial reports to leadership and external partners. Oversee CapEx planning and support refinancing, sale preparation, or recapitalization as assets stabilize. Must-Have Skills: 4+ years of experience in real estate asset management, specifically dealing with distressed asset turnaround Strong proficiency in financial modeling Ability to lead cross-functional teams and enact influence Bachelor's degree in Real Estate, Finance, Business, or related field.

Councilor, Buchanan & Mitchell, P.C. (CBM), a leading accounting and business advisory firm serving clients across Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking an experienced senior tax professional. The ideal candidate will have a minimum of six years of public accounting and tax experience and will work on compilation, review, and tax engagements - primarily for clients in the auto dealership industry. Remote work and flexible schedule are available. Anticipated start date for this position is early 2026. Essential Functions Manage tax related processes, procedures, and team Prepare personal, corporate, estate, and trust tax returns, including more complex cases Review and approve all returns, with the exception of those dealing with specialized issues requiring the expertise of another manager or director Review tax accruals and associated working papers Assume responsibility for the smooth flow of tax returns Act as director-in-charge for a variety of clients, and act as key client for a variety of engagements Bill and discuss fees with clients Complete complex tax planning, including preparation of BNA projections Analyze IRS notices and draft responses Review IRS notice responses prepared by other tax personnel Represent clients before the IRS Communicate tax developments to the firm Perform more complex tax research and review the research projects of others Assist accounting and auditing staff members in client meetings Delegate work to and supervise/manage work of tax staff, senior tax accountants, and tax supervisors Participate in tax department administrative projects Work with directors to establish standards for the tax staff and evaluate and counsel tax staff members Act as a resource for tax team Contribute to the client service team by producing quality work with quick turnaround and attentive service Develop a general understanding of the firm\'s philosophy and tax opinions Establish good working relationships with all directors and staff members Other Functions Possess time management and organization skills Demonstrate industry expertise Assist with recruitment and training of other tax department personnel Develop an entrepreneurial approach to client service and develop good working relationships with client personnel Maintain contacts with peers, develop a network of business contacts, meet with prospective clients, and cultivate referrals Write articles and make presentations Develop a broad general knowledge of economic, political, and business conditions Accept volunteer positions in community organizations Perform other duties as assigned Job Qualifications Bachelor\'s degree in accounting or another related program Advanced degree (generally a law degree or a master\'s in taxation) is strongly desired CPA certification At least six years of recent relevant public accounting, tax, and review experience (experience with pass-through entities is preferred) At least two years of management experience and the ability to lead and develop professional staff Proficiency in the use of computers and tax software programs (Document, Engagement, CCH Suite - Axcess Tax, QuickBooks, etc.) Ability to manage multiple client engagements and prioritize work About CBM At CBM, it is our goal to hire talented, energetic people who are enthusiastic about what they do. We offer a mentorship program to encourage individuals to grow professionally and develop in their careers. CBM offers today\'s accounting professionals opportunities for advancement in a fast-paced environment that allows for both professional success and work-life balance. CBM offers a diverse, flexible work environment, and we are proud to offer a competitive salary, a comprehensive benefits package, growth opportunities, and a team-oriented environment. Company Benefits 401(k) and Profit-Sharing Plan 10 Paid Holidays Paid Time Off Bereavement/Jury Duty Leave Paid Parental Leave FSA/Dependent Care Life Insurance Short and Long-Term Disability Volunteer Community Service Day Healthcare Benefits - medical, dental, vision & other programs Paid Parking & Metro S subsidized Employee Wellness and Fitness Program Mentorship Program - Project Clear Path Professional Training & Development Tuition Reimbursement CPA and Other Certifications Assistance Professional Memberships Business Casual Work Environment Fun Firm Activities CBM is an Equal Opportunity Employer dedicated to diversity and inclusion #J-18808-Ljbffr

A leading reinsurance company is seeking a Head of Capital Markets in Charlotte, NC. This strategic leader will design and implement capital market solutions to optimize the balance sheet. Responsibilities include leading transactions, managing stakeholder relationships, and ensuring alignment with regulatory requirements. Candidates should have a strong background in capital markets, insurance finance, and excellent analytical and communication skills. This role promotes a collaborative environment and offers growth opportunities. #J-18808-Ljbffr

Are you seeking an entrepreneurial, empowering workplace that allows you to: • Have overall responsibility for the performance of a multi-million dollar revenue business • Leverage your current leadership skills to build a success driven team • Build a successful career with a multi-unit or sales leadership career track Sunbelt Rentals--the fastest growing rental business in North America--is seeking a Branch Manager. The Sunbelt Rentals branch manager is titled "Profit Center Manager" because the role is responsible for the overall direction, coordination, and evaluation of the rental center business unit. This includes leading all aspects of Sales, Customer Service, Fleet Maintenance, and Logistics, including achievement of financial and performance goals. The role is also responsible for the unit's operational and financial reporting functions. Education or experience that prepares you for success: • Business Management degree with at least 1 year of Rental Industry experience OR 3-4 years of Rental Industry experience • Must have a valid driver's license and acceptable driving record history Knowledge/Skills/Abilities you may rely on • Strong leadership and communication skills • Understanding of P&L and other key financial controls • Experience in outside sales or other experience in negotiation and influencing • Experience in construction or industrial markets helpful • High level of accountability, time management and willingness to learn all aspects of the business

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Private Equity & Hedge Fund Accounting Teams. Our primary goal is to provide exceptional customer service, accounting and administration services to our hedge and private equity fund customers. As a Fund Accounting Manager, you will be responsible for the accounting operations and resolution of accounting issues for clients. What you will do: As the main contact for clients, we will need you to demonstrate your expertise in the area of offshore and domestic fund accounting and administration for alternative funds. You will manage the delegation of funds to your team, coordinate/onboard new fund set ups, serve as a liaison between clients and internals teams, and work closely with all parties to provide accurate and thorough accounting packages. As the record keepers for the fund, you and your team will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. You will be required to adhere to our Anti-Money Laundering policies and procedures when reviewing all fund transactions. As a Fund Accounting Manager, you are responsible for ensuring your team is in compliance with our department's rules and regulations designed to stop the practice of generating income through illegal actions. You and your team will generate and reconcile all accounting reporting, such as month-end valuation reports. You will review and approve month-end valuations prior to distribution to client with a goal of 100% accuracy. In addition, you will authorize wire payments from fund's escrow accounts. You will correspond with investment managers and regarding day-to-day inquiries, including questions on transactions associated with the fund(s), administration servicing planning and reporting of funds and financial statements. Client engagement and a dedication to quality service is a must for success. You will connect with investment managers, transfer agents, and sales and service teams to resolve open issues and questions, getting in touch with internal technology support and vendor support when necessary to resolve any production issues or system support queries. You will conduct performance appraisals, monthly one-on-ones with your supervisors and analysts and provide career pathing and training. You will also ensure staffing requirements are met by assessing resource requirements, interviewing candidates and hiring employees. You will provide and champion a team environment to include individual development, promotions and disciplinary action. You will support the new business development and relationship teams for prospect calls, client visits and presentations. You will facilitate the on-boarding of new and converted clients by gathering client requirements, submitting any custom requests and communicating key deliverables to your team members. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. You will have the opportunity to partner with a diverse team and grow your career. What we need from you: BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. Minimum of 5 years' experience in the fund services industry, alternatives experience required. Minimum of 2 years' supervisory or management experience. Intermediate skills in Microsoft Excel. What we would like from you: The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* The base salary pay for this role is $105,000 - $160,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval. Work location: Remote SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

Join the Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management, a leading fixed income manager with expertise across major sectors and niche markets. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. We manage a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. The Customized Bond Portfolio Team (CBP) within the Global Fixed Income Currency & Commodities (GFICC) group has over $180 billion in fixed income assets under management. The client base consists of Institutional, Private Bank, High Net Worth, and Retail clients. As a portfolio manager within The Customized Bond Portfolio Team (CBP) within the Global Fixed Income Currency & Commodities (GFICC) group of J.P. Morgan Asset Management, you assist in designing, constructing and implementing separately managed account fixed income portfolios. You will have expertise in securitized asset (Mortgage-Backed, Asset-Backed, Commercial Mortgage- Backed) markets/sectors and instruments, to generate relative value ideas that can be implemented in the construction of diversified (risk and duration) portfolios appropriate for specific client needs. Job Responsibilities Fixed income investing with focus on limiting downside risk, individual security selection and price valuation in efficiencies in the market Under the supervision of senior portfolio managers, responsible for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis Provide analysis of portfolio positioning, sector allocations and key risk metrics Determine account & portfolio suitability of securities for participation in investment recommendations Study market commentary, research opinions, and economic forecasts to assist in determining tactical investment strategy Actively participate and represent the platform's philosophy, process & strategy styles at client, consultant and internal meetings Participate in the planning and development of new business processes Required qualifications, capabilities and skills Idea generation and implementation in risk budgeting, analysis, portfolio sector allocations and trading skills are all important to success in this position Experience trading securitized (Mortgage Backed, Asset Backed, Commercial Mortgage- Backed) fixed income securities Strong aptitude to identify and minimize investment/business risk Strong verbal & written communication skills required. Team focused, detailed oriented and process focused individual Excellent decision making and problem solving skills, requiring only limited guidance and oversight Ability to manage complex and at times conflicting priorities and constraints in at times a high stress environment Strong aptitude in desktop technology/productivity tools such as Excel. VBA, Python or other coding Minimum 3+ years of Industry experience with 1 year experience in a similar role. Bachelor's degree in Business, Finance, Economics or Mathematics. Preferred qualifications, capabilities and skills CFA designation and/or a postgraduate degree Experience with portfolio management tools such as Bloomberg, Yield Book, Intex, InvestorTools Perform preferred

Tax Manager (Remote Options, Flexible Hours) New add-to-staff position with a growing firm - this Manager level Tax position allows for the ability to be fully remote (or in office at one of their locations, if desired), with flexible hours and strong work/life balance even during busy season. This firm prides itself on its reputation for maintaining a strong culture founded on professionalism and quality work, while still having fun and working manageable hours. Compensation / Benefits: Strong base pay + bonuses + great hours (busy season hours typically max out around 55 on average) + can be fully remote + fantastic team and culture! + track to Partner if desired Responsibilities Lead and grow our tax advisory business. Lead and develop a team of tax professionals through guidance and mentoring. Identify target clients; build relationships; conduct business meetings; identify and explore needs, present solutions, negotiate terms, and secure profitable tax advisory projects. Provide high quality tax services to sophisticated entrepreneurial business and high net worth individual clients. Manage and review tax engagements. Devise and implement tax strategies and advise clients regarding the tax impact of those strategies. Research and address complicated Tax and Accounting issues. Research and address tax issues. Identify target clients; build relationships; conduct business meetings; identify and explore needs, present solutions, negotiate terms, and secure profitable tax advisory projects. Qualifications Bachelor's degree or equivalent experience in Accounting or Finance 5+ years of relevant experience Experience with forms 1040, 1120-S, 1065, K-1 CPA highly preferred Strong communication and analytical skills

Our Incora Story is really taking off - we'd love you to join us for the journey. We are currently seeking an exceptional professional to join us as Tax Manager. As the leading supply chain solutions business in the aerospace industry Customers are at the heart of our business. The Tax Manager will oversee all corporate tax functions and lead a team of two direct reports. The Tax Manager will be responsible for the quarterly and annual worldwide income tax provision consolidation and reporting process. In addition, the Tax Manager will support the preparation of the Company's US Federal income tax return and state and local tax returns working with external advisors. Within the tax provision and tax compliance roles, the Tax Manager will work on special projects with other members of the Company's Finance organization to build efficiencies within the Company's tax processes and to identify and implement tax saving strategies. The Tax Manager may be responsible for one or any combination of the functional areas, as assigned. About Role: The Tax Manager is responsible for effectively managing the company's tax risks and liabilities associated with various business transactions such as mergers and acquisitions, and public offerings. The Tax Manager is responsible for the internal controls of recording and tracking income tax, property tax and other indirect tax information. The Tax Manager may be responsible for one or any combination of the functional areas, as assigned. Essential Job Duties and Responsibilities: Prepare and review the quarterly and annual consolidation of the worldwide income tax provision to include US and foreign calculation based on US GAAP rules. Prepare effective tax rate analysis and tax foot note disclosures for interim and annual financial statement processes under accounting standards. Prepare and review consolidated quarterly and year-to-date tax balance sheet reconciliations. Coordinate, prepare, and analyze the company's federal and state tax reserves. Support Financial Planning & Analysis group for forecasting pre-tax book income by legal entity. Responsible for reviewing and meeting all federal and state income tax reporting obligations. Assist with the review of the monthly, quarterly and annual Indirect Tax filings and Journal entries, including quarterly reconciliation. Manage and assist with tax audit function including interacting with auditors to minimize / eliminate all audit assessments. Work with other members of the Tax Department to assist with various tax filings and reporting requirements. Assist with the management of the tax compliance software. Assist with the quantification of financial statement impact of internal restructuring and integration projects. Establish and maintain Incora tax systems and controls, which verify the integrity of all systems, processes and data contributing directly to the Company's financial objectives and goals as related to tax assessment. Manage and perform transfer-pricing methodology and compliance. Responsible for providing information to finance and other departments on a frequent basis as requested by operations and management. Mange and mentor two direct reports, providing guidance, performance feedback and professional development opportunities. Other duties as assigned. Report and respond to Vice president, Tax as assigned, with accurate and timely work to facilitate any financial project or data requests, which may include preparation and review of data and related reports. Most importantly you will be passionate about our Incora Values and exceeding customer expectations. Courage Take ownership for issues and problems. Collaboration Share knowledge and experience with others Commitment - Focus on ensuring internal and external customer expectations is met in a timely way. Community - We value our world and everyone who shares it. What Incora can offer you: An exciting package that includes great salary and benefits you would expect from a growing ambitious company, a chance to work in a first-class brand-new environment but most importantly we will offer you the chance to become part of our Incora story. We want you to share in the success of Incora, so every employee is eligible for one of our incentive's programs. Incora offers 8 Paid Holidays with 2 additional Floating Holidays for all Full-Time employees. Full-Time Exempt employees are part of Incora's FlexTime policy, as well as 80 hours of Exempt Sick time. Family friendly policies such as 2 weeks paid parental leave. We believe every little help by offering a generous discount portal only available to Incora employees vis Perkspot. Employers paid Group Life Insurance at 1x salary, STD, and LTD. Incora offers a 401K plan with company match. About You: Bachelor's degree in accounting or finance, CPA/Masters preferred 5 to 10 years of accounting experience with a minimum of 5 years in public accounting, and/or a minimum of 3 years tax management experience in the private sector is preferred. Proven ability to work in the areas of Financial Analysis, Auditing, Sarbanes-Oxley. Ability to consistently meet or exceed departmental goals and objectives accurately and efficiently and to complete assignments or projects in timely fashion. Ability to work independently and collaboratively in a fast-paced environment. Proven leadership experience, including managing at least two direct reports in a tax or finance environment. Demonstrated ability to develop models and other tools of analysis for financial management reporting. Strong professional writing, speaking and presentation skills are required. Competency with large integrated accounting systems and Microsoft Excel. Ability to travel within US and globally, if required. Competencies and Behaviors: Ability to maintain current business, taxation and finance knowledge in current and possible future policies, practices, trends, technology and information affecting the organization Ability to be self-directed and initiate necessary actions in all responsibilities of tax related analysis, preparation and reporting requirements, directly contributing to Incora's operations and ability to successfully fulfill business commitments Ability to fully comprehend and avoid the impact of making harmful decisions, forwarding inaccurate financial data, or failures to meet financial reporting deadlines, resulting in serious loss of data integrity, critical in making important financial decisions for meeting financial goals and obligations. Very importantly we want to be with you to help your career take off and become part of the Incora Story. So, if you feel you have all of this, and want to be part of developing the Incora Story apply now we can't wait to hear from you. We are an Equal Employment Opportunity (EEO) employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law. Access to certain Company's products, materials, and technical data contained in our facility is restricted under the International Traffic in Arms Regulations (ITAR) to “U.S. Persons,” which is defined as U.S. Citizens, lawful permanent residents of the United States, or certain individuals admitted to the U.S. as a refugee or who have been granted asylum; and therefore, employment is limited to applicants who meet this “U.S. Person” requirement. Applicants receiving a conditional offer of employment will be required to provide evidence of their U.S. person status to comply with the ITAR requirements

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof: 2025 Great Places to Work Certified Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation) Company paid parental leave Generous time off package Multiple benefit plans, eligibility begins on day one of employment Culturally focused on work/life balance, mental health, and the overall wellness of our employees Position Summary The Indirect Tax Manager oversees OTDS engagements, manages client relationships, and drives efficiency gains through process optimization and technology. This role leads a team of analysts, ensures operational excellence, and collaborates with clients to identify new outsourcing opportunities. Essential Duties and Responsibilities Manage partial and full outsourcing engagements; ensure timely and accurate delivery of services. Manage client's indirect tax functions end-to-end including but not limited to, sales and use tax month-end review and analytics, G/L reconciliations, and cross-departmental risk management Lead process improvement initiatives to streamline workflows and increase DMA's effective rate. Collaborate with clients to identify additional outsourcing opportunities and expand DMA services. Prepare risk‑aware, legally informed written communications tailored to diverse audiences, including the client's internal stakeholders, customers, and executive leadership. Oversee onboarding activities and ensure smooth transition of responsibilities. Mentor and coach analysts; allocate resources and review deliverables. Utilize ERP systems and data tools to optimize processes and reporting. Maintain compliance with DMA standards and audit requirements. Perform other duties as assigned. Education and Qualifications Bachelor's degree in Accounting, Finance, or related field required. 5+ years of experience in tax operations, outsourcing, or consulting; supervisory experience required. Advanced knowledge of ERP systems (SAP, Oracle) and tax technology tools. Demonstrated ability to communicate effectively with clients through clear, professional, and audience‑appropriate written and verbal communication. Strong leadership, project management, and client relationship skills. Ability to identify and implement efficiency gains through technology and process improvements. Work Environment & Physical Requirements Work Schedule: Regular, 40 hours/week Travel: 10 - 25% Physical Activity: Prolonged periods of sitting and computer use Ability to hear, understand, and distinguish speech and sounds Frequent repetitive motions with hands #LI-REMOTE #LI-AL1 The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6.

The Opportunity We are a growing Public Accounting & Wealth Management Firm based in Bellevue, WA that offers its employees flexible scheduling and a family friendly environment to accommodate an enjoyable work/life balance. At Moser & Company, CPA's, we've been serving Eastside businesses & families for 30+ years by providing comprehensive solutions to a smaller group of clients. We generate more revenue from fewer clients to tame the tax season grind! We strive to make work fun! Our staff is our secret sauce, we take care of you so you can focus on taking care of our clients! Our firm's culture is very unanimous, no one person is more important than the next. We have unity, open doors, and value every staff member's opinion. You will be welcomed into a small-office atmosphere made up of a friendly, diverse, talented staff where your vote counts. Are you looking for a platform to provide top quality comprehensive wealth management services to high-net-worth individuals, families, and business owners driven by sophisticated tax and financial planning concepts? Are you looking for a challenging environment where you can develop new skills working with experienced professionals with a track record of success? Why Should You Apply? Make a difference. Our team is committed to our clients, our communities, and each other Lifestyle. We drive strategy through innovation. We do honorable work, and we live our core beliefs Remote work available upon demonstration and understanding of firm processes Great benefits and comp-time opens the door to a flexible schedule Flexible hours Small-office atmosphere Unlimited advancement opportunities with potential for firm equity Work/Life Balance with reasonable tax season hours A client to staff ratio under 30/1 Learn how to develop your business generation skills Job Description Tax Manager CPA. Your starting salary is set by applying your skills to the Robert Half Salary Guide; then we add performance bonuses based on both firm and individual performance plus paid professional memberships and ongoing training. We also offer medical coverage, 401(k) Profit Sharing, Cafeteria plan benefits. Twenty (20) benefit days (PTO) for full time employees, with the opportunity to accrue an additional 5 benefit days per year after 5 years of full-time service. Responsibilities: We are expanding staff to meet the needs of our growing firm. In this position, you will be responsible for the preparation of federal, state, individual, and business income tax returns (1040, 1120S, 1120, 1065, and 1041) as well as reviewing work prepared by other staff. Experience in the following areas is a plus: technical review of tax returns, financial planning, tax planning, dealing with IRS controversies and financial statement preparation including compilations and reviews. Your people skills will help you advise clients regarding bookkeeping, payroll, accounting system setup, and general tax inquiries. We are looking for leaders with a proven track record who are comfortable managing client relationships. Ability to excel in a team environment and make contributions to develop the firms existing processes and procedures is essential. Bring your willingness to learn to our firm and we'll support your professional growth. The Location: Our office is in NW Bellevue, WA. This is a great location in close proximity to downtown but without the rush hour traffic. We have our own free parking lot with easy freeway access and numerous options for entertaining kids. Qualifications CPA license with Public Accounting experience (required) 10+ years of recent technical tax experience (required) with heavy business and individual tax background Dealing with IRS regarding tax controversy issues Staff supervisory skills Excellent time management, organizational and critical thinking skills Attention to detail with strong analytical skills Solid understanding of software such as QuickBooks and MS Office Experienced in technical review of tax returns and identification of tax savings opportunities Strong written and verbal communication skills Ability to think outside the box to solve complex problems Commitment to continuous professional skills improvement High ethical standards and professionalism Understanding of generally accepted accounting principles and concepts (GAAP) a plus Experience in financial statement preparation including compilations and reviews, a plus Financial Planning experience or desire to develop skills, a plus Additional Information Apply by submitting cover letter and resume in PDF form.

Job Posting End Date 01-19-2026 Please note the job posting will close on the day before the posting end date. The Tax Manager is responsible for supporting income tax accounting matters, including the monthly income tax provision, quarterly/annual reporting, and SOX controls processes. They will plan, organize, and collaborate with the Director of Tax Accounting to develop staff and implement process improvements. They will also lend support in areas such as tax forecasting, tax compliance, audits and legislative impacts, and regulatory matters. Job Description What You'll Do: Prepare and review monthly, quarterly, and annual income tax provisions in accordance with ASC 740. Calculate and maintain effective tax rate calculations. Preparation and review of income tax disclosures as part of the Company's external reporting process (10-K, 10-Q, Misc. GAAP Statements, FERC Forms, etc.). Provide review and oversight of internal control policies and procedures. Develop staff and coordinate training. Exercise oversight of outside consultants and contractors providing professional services and staff augmentation. Actively participate in the analysis, selection, and maintenance of tax systems for use in filing tax returns/reports and continuous process improvement initiatives. Communicate effectively with internal and external stakeholders, including presenting findings, preparing reports, and providing analytical support. Support the preparation of income tax forecasts, analysis, and schedules to support company planning processes. Support the tax compliance efforts, including tax return preparation and application of tax planning strategies and audit outcomes to income tax provisions and reporting. Apply understanding of uncertain tax positions and valuation allowances to support ongoing business operations. What We're Looking For: Education: Bachelor's degree. Experience: Six (6) years of total work experience in business, finance or accounting with a minimum of three (3) years' experience in tax functions. Licenses/Certifications: Professional Certification (CPA, CMA, CIA) preferred. Where You'll Work: On-Site in the AEP Headquarters in Columbus, OH What You'll Get: Base salary Annual Bonus Comprehensive benefits package that aims to support and enhance the overall well-being of our employees. Where Putting the Customer First Powers Everything We Do! At AEP, we're more than just an energy company - we're a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you! #LI-ONSITE #AEPCareers Compensation Data Compensation Grade: SP20-009 Compensation Range: $116,255.00 - $172,331.00 The Physical Demand Level for this job is: S - Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. Hear about it first! Get job alerts by email. Log in to your Candidate Home Account today! If you don't have an account, you can create one. It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.

Job Description Corporate Tax Manager Tax Provision Cincinnati, OH 45209 | Hybrid (Minimum 2 days/week in-office) About the Firm: We are partnering with a prestigious CPA firm recognized among the top 15 accounting firms in recent years. The firm offers a collaborative, high-performance environment and is committed to professional growth and development. Position Overview: The Corporate Tax Manager will play a key role in managing tax provisions and related reporting for the firm's clients. This position requires hands-on experience with tax provisions, strong technical expertise, and leadership capabilities to oversee and guide tax-related projects and processes. Key Responsibilities: Prepare and review corporate tax provisions in compliance with U.S. GAAP. Lead and manage complex tax provision engagements for corporate clients. Coordinate with external auditors and internal teams to ensure accurate and timely reporting. Provide guidance on tax accounting and provision-related issues. Utilize tax software (experience with ONESOURCE is preferred) to manage and streamline processes. Mentor and support junior staff in technical tax matters. Stay current on federal, state, and local tax regulations and industry trends. Qualifications: CPA license is required. Minimum of 5 or more years of experience in public accounting, preferably with a top 15 CPA firm. Hands-on experience with tax provisions is required. Bachelor's degree in Accounting, Finance, or related field; Master's degree is a plus. Experience with ONESOURCE tax software is a plus. Strong technical knowledge of U.S. GAAP and corporate taxation. Excellent communication, leadership, and problem-solving skills. Must be located in Cincinnati, OH, or willing to relocate. Ability to work in a hybrid environment, in-office minimum 2 days per week. Why Join: Work with a top-tier CPA firm and highly skilled professionals. Opportunity for growth and career advancement. Hybrid work flexibility with collaborative in-office culture.

Remote, United States The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals. Primary responsibilities: Tax planning and preparation for high-net-worth individuals and their related entities; including extensions. Ensuring compliance with all federal and state filing requirements on behalf of clients. Performing technical research to address complex tax issues with the support of a team. Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities. Ensuring top quality client service in collaboration with the wealth management offering. Communicating effectively with advisors and their clients in a timely and professional manner. Effectively solving problems and resolving issues for clients and their advisors. Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments. Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff. Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications. Qualifications: A CPA, EA or JD with a minimum of 5+ years' relevant experience. A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families. Superb written and verbal communication skills. Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology. Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and Ability to work individually and in a team atmosphere. The willingness and ability to work additional hours, as needed, during busy season. The position prefers: Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns. Experience with ProSystem fx Tax, CCH Axcess, and BNA Income Tax™ Planner. Big Four” or large regional accounting firm experience. This position is a Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

The High Net Worth Tax Manager role is a great opportunity for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. The LBMC Tax Manager reviews and manages tax engagements for clients while providing internal mentorship opportunities to Staff and Senior Accountants. Impactful Managers at LBMC act as technical advisors in providing advice or research assistance to others with moderate to complex tax questions and effectively supervises multiple engagements at one time. High-performing candidates have a clearly defined path for advancement to Senior Manager and/or Shareholder roles within LBMC. SCOPE OF WORK * Directs large-scale tax consulting engagements for our Private Client tax group. Oversees ad hoc tax planning, research, and consulting projects and engagements. * Set appointments with clients and assembles information to prepare or arrange for the preparation of federal, state and local returns * Maintains productive working relationships with client personnel and manage expectations of service (reports, schedules, etc.) * Determines fees to be charged for an engagement with approval from client partner * Provides mentorship opportunities to Staff and Senior Accountants and provides opportunities for learning during client engagements * Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC Tax Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC service lines * Adheres to LBMC's defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate. IDEAL CANDIDATE PROFILE * Bachelor's Degree and Licensed CPA * 4+ years of progressive tax experience * 1+ years leading and training Staff and Senior Accountants in the public accounting space * This position may sit fully remote but qualified candidates will have the flexibility to travel to the office and client sites as needed

Job Description Firm: Meaden & Moore is a leading CPA and business consulting firm, recognized for excellence in both the workplace and with our clients. We are a nine-time winner of The Plain Dealer's Top Workplaces, a seven-time recipient of Ohio Magazine's Best Places to Work and consistently ranked among the Top 50 Best of the Best Firms by Inside Public Accounting. These accolades highlight how our firm is managed and reflect our commitment to fostering a supportive and dynamic environment-one that nurtures career growth and provides long-term opportunities for advancement, leadership, and potential ownership. Since 1919, we have been dedicated to delivering exceptional professional services across accounting, tax, forensic, and consulting disciplines. Our expert team-CPAs, CFEs, CFFs, advisors, and auditors-brings deep expertise, insight, and tailored strategies to help clients navigate complex challenges, enhance business success, and thrive in today's global economy. Opportunity: We are currently seeking a Tax Manager in our Columbus, Ohio office. We offer a flexible, hybrid work environment. The Tax Manager is responsible for all facets of client engagements, which includes supervising staff and directing the day-to-day progress of the engagement. The Tax Manager is preparing to assume increasing responsibility to handle a larger quantity and complexity of client assignments and begin developing client relationships. Qualifications: To be considered for this position, candidates must: CPA license preferred but not required. Possess exceptional verbal and written communication skills. Have minimum 5 to 7 years' related experience; advanced degree preferred. Have working knowledge of Microsoft Office programs (Excel, Word, Outlook and PowerPoint) as well as basic knowledge of operating systems. Demonstrate an aptitude in the following: Quantitative and qualitative research and analysis Building relationships and leadership ability Project management Business development Be self-motivated and willing to work in a team environment. Our Commitment to Diversity and Inclusion: Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. We embrace and encourage our employees' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Compensation and Benefits: Determining actual compensation relies on many factors including individual candidate experience, qualifications, and comparable benchmarks. Base compensation for this role typically ranges between $100,000 and $130,000. Additionally, we offer a generous incentive program and various other bonus opportunities which reward exceptional performance. We also offer a comprehensive benefits package that includes your choice of medical programs, generous PTO and holidays, 401k matching, profit sharing, various perks, and several bonus opportunities.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you a talented tax professional that specializes in US individual tax services? Would your ideal job have no typical tax busy season? If yes, consider joining Baker Tilly (BT) as a Tax Manager- Individual Tax Services! This is an internal position that provides US individual tax services to Baker Tilly Partners, including tax preparation, planning and consulting. This position is ideal for someone who wants to continue building their career in public accounting AND have incredible work/life balance. You won't have an intense tax busy season and most weeks are a 40 hour work week! This position can be worked from any location - fully remote work is allowed. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you work along with meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You enjoy being your client's personal advisor and collaborating with a team to provide a holistic approach to their tax services. You seek a leadership opportunity with a well-established practice that continues to achieve tremendous growth You want to be part of a firm invested in your success by providing the resources and support to continually sharpen your technical skills and build your career now, for tomorrow You prefer having a steady schedule year-round with a limited fall busy season What you will do: Provide compliance and consulting services to BT Partners Perform technical review of complex individual tax returns and all supporting tax documents. Lead multiple engagements that deliver proactive tax planning and strategic consulting. Grow technical competence by applying technical developments to complex situations Manage the client experience as the primary point of contact for about 75 clients Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Qualifications Bachelor's degree in accounting or law, or a similar degree in business, Masters or advanced degree desirable CPA or EA required Eight (8)+ years' experience in tax return review and planning for high net worth individuals Multi-state tax compliance experience for individuals, including understanding of composite, withholding and pass-through entity tax Experience providing federal tax compliance and consulting services in a professional services firm Two (2)+ years' of supervisory experience, mentoring and counseling associates preferred Demonstrated management, analytical, organization, interpersonal, project management, communication skills Highly developed CCH Axcess, PDFlyer and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred For California, Colorado, New York and Washington: The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-remote