Senior Tax Manager

Job Opportunity: Senior Tax Manager
Location: Columbia, SC - Onsite

About Us:

We are a dynamic financial planning firm based in South Carolina, specializing in retirement strategy. Our mission is to empower clients with confidence in their retirement plans by providing value-driven solutions and removing stressors, ensuring their financial futures are secure and enjoyable. We aspire to be the leading advisory firm for pre- and post-retirees in the Carolinas, committed to integrity, excellence, and compassion. Our unique, team-based approach has helped thousands of families and fueled our expansion to four office locations.

Our core values-Purpose, Professionalism, Positivity, and People-are central to our work. We believe our work is more than just a job; it's a calling. Our team continually strives for self-improvement, creating positive, impactful relationships with both colleagues and clients. Our employees and clients are at the heart of everything we do, and we are now looking for an exceptional addition to our team.

Position Overview:

As a Senior Tax Manager, your role will be essential in ensuring that our firm meets its commitments to business tax clients with accuracy, efficiency, and timeliness. You will work closely with our CPA to prepare business tax returns, manage communications, and ensure compliance with all federal, state, and local tax regulations. Your expertise in tax laws will help with tax planning and advising, and you'll play a key role in driving the firm's growth and success.

Key Responsibilities:

• Prepare complex business tax returns, conducting thorough financial statement reviews and analysis.
• Stay up-to-date with current federal, state, and local tax laws and regulations to provide top-tier service.
• Collect relevant financial records to complete tax filings accurately and on time.
• Maintain comprehensive records of data, tax returns, accounts, and other relevant information.
• Represent business clients with tax agencies as necessary.
• Address inquiries about tax filings, compliance, and planning in a timely and professional manner.
• Lead effective communications, delivering personalized service and fostering strong, lasting relationships.
• Collaborate with the CPA to develop tailored tax strategies and plans to meet each business's unique needs.

Ideal Candidate:

• A deep commitment to serving others, believing in the purpose behind the work.
• A Bachelor's degree in Accounting, Finance, or a related field (preferred).
• 6-8 years of experience in tax preparation, tax strategy, and business tax management.
• At least 5 years of experience in preparing business tax returns.
• Superior organizational skills with the ability to multitask and manage time effectively.
• Excellent communication skills, both verbal and written, and a strong ability to build relationships.
• Proficiency in MS Office Suite (Outlook, Excel, Word, PowerPoint).
• Experience with Redtail/CRM is a plus.

Key Traits:

• People-oriented and relationship-focused.
• Strong critical thinking and attention to detail.
• Strategic and dependable, with a positive, outgoing personality.
• Highly motivated with strong initiative and a team-player mentality.
• Empathetic, professional, and creative.
• Engaging and uplifting in interactions with colleagues.

If you're ready to join a mission-driven team in Columbia, SC, and help others secure their financial futures, we'd love to hear from you!

Benefits

Competitive Base

PTO/Vacation

401(k)

Health, Dental, and Vision Insurance