Tax Manager
Current• Managed tax compliance for clients, ensuring timely and accurate filing of federal and state tax returns• Supervised, mentored, and trained tax staff • Built and maintained strong relationships with clients, providing exceptional customer service and addressing their tax-related concerns• Developed and implemented tax planning strategies to minimize tax liability and maximize tax savings for clients• Conducted research and analysis on complex tax issues• Partnership, S corporation, corporation, Delaware Statutory Trust (DST), and individual tax returns• 401(k) ERISA audits• Utilized tax software programs including CCH Axcess Tax, CCH Engagement, CCH Workflow, UltraTaxCS, FixedAssetsCS, PracticeCS, and CCH ProSystems fx