Tax Planning Manager (CPA)

Role Overview

The Tax Planning Manager will lead strategic tax initiatives, optimize tax positions, and ensure compliance with US tax laws. This role involves managing a team, liaising with clients, and providing expert guidance on tax-efficient strategies to support financial and operational goals.

• Key Responsibilities
• Strategic Tax Planning:
• Develop and implement tax-saving strategies for corporate and individual clients.
• Evaluate and advise on tax implications of business operations, transactions, and new ventures.
• Compliance Oversight:
• Ensure adherence to federal, state, and local tax regulations.
• Oversee the preparation and timely filing of all required tax returns
• Advisory Services:
• Provide proactive guidance on emerging tax legislation and its impact on clients.
• Identify tax risks and recommend mitigating strategies.
• Team Management:
• Lead and mentor a team of tax professionals.
• Review and approve tax plans and filings prepared by the team.
• Client Relationship Management:
• Serve as a trusted advisor to clients, fostering strong professional relationships.
• Communicate complex tax concepts in a clear, client-friendly manner.
• Tax Audits and Disputes:
• Represent clients during tax audits and assist in resolving disputes with tax authorities.

Qualifications

• Bachelors degree in Accounting, Finance, or related field (CPA or equivalent required).
• Masters degree in Taxation or a related field is a plus.
• 7+ years of experience in US taxation, including tax planning and compliance.
• Strong knowledge of federal, state, and local tax regulations.
• Proven leadership experience and ability to manage a team.
• Exceptional analytical, organizational, and communication skills.

Roles and Responsibilities

• Manage tax compliance for US entities, including preparing and reviewing business tax returns (Form 1120/5471).
  
• Develop and implement effective tax planning strategies to minimize corporate income taxes.
  
• Provide guidance on US tax laws, regulations, and best practices to internal stakeholders.
  
• Ensure timely submission of tax returns and maintain accurate records.