Tax Manager – Multi-Family Office

Vogel Consulting is an independent multi-family office offering an integrated approach to wealth management. The firm operates as a private family office, using a totally customized approach to responsibly protect, build and manage family wealth for present and future generations. The focus is on integrating services, which may include: tax consulting and compliance, estate planning, business consulting and investment advisory services.

Vogel Consulting is seeking to hire a Tax Manager to oversee the taxation area of the practice. The Tax Manager will review and manage staff deliverables concerning tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, and Gift). This position could be a part-time role with full-time hours during peak tax seasons (February to April and August to October). The role of Tax Manager will take direction from and report to senior level management.

Primary Responsibilities

• Review and manage staff deliverables concerning tax returns, extensions, tax planning calculations, and write-up work for all entity types (C and S corporations, partnership, fiduciary, non-profit, and gift)

• Prepare and review complex tax planning projections for individual and corporate estimated tax liability

• Prepare complex federal and state individual income, gift tax, and estate tax returns

• Conduct complex tax research and present findings and conclusions

• Respond to IRS and state agency audits, inquiries, and tax notices

• Communicate with IRS and clients in connection with audits, inquiries, and tax notices

• Delegate projects to staff and provide accounting and tax assistance as needed

• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters

• Lead department in knowledge of software, processes, and workflows

• Engage in consulting and special projects as requested by management and clients

• Evaluate internal controls related to assigned areas and suggest and implement improvements or enhancements as needed

• Manage preparation of client billings in a timely manner and manage client base AR collections

• Manage all administrative duties related to assigned client base including but not limited to: accuracy of scheduling database; review budget to actual reporting regularly to determine if any issues need to addresses and preparation of client billing

• Direct ongoing employee training and assist with training for new hires

• Seek opportunities for the firm to develop and grow future leaders, and participate in development and teaching of internal courses

Supervisory Responsibilities

• Interviewing, hiring, and training

• Planning, assigning, and directing work

• Appraising performance

• Rewarding and disciplining employees

• Addressing complaints and resolving problems

Position Qualifications and Requirements

• CPA certification required

• Bachelor’s degree in accounting or other major with tax and accounting coursework

• Minimum of five years preparing and two years reviewing all types of tax returns with a public CPA firm or private company

• Proficiency in all Microsoft Office programs and specialty software packages such as QuickBooks and various tax software

• Ability to think creatively

• Learns and adapts quickly to change; a problem solver

• Excels under pressure in a continuously changing, fast-paced environment

• Excellent written, verbal and interpersonal skills