Tax Compliance & Resolution Manager

Job Purpose:

To lead tax resolution and compliance engagements for clients, ensuring they are conducted in accordance with firm and professional standards. This role involves building and maintaining strong client relationships, resolving tax notices and audits, performing detailed reviews of tax returns and workpapers, and supervising and developing a team of tax professionals.

Key Responsibilities:

Leadership and Supervision:

• Lead tax resolution and compliance engagements in accordance with firm and professional standards.
• Provide training, direction, and supervision to a team of tax professionals, ensuring they are motivated, engaged, and delivering high-quality work.
• Monitor daily performance of Tax Resolution Specialist and Supervisor Tax Forms 
• Perform detailed reviews of tax returns, research, communications, and other requested deliverables.

Client Relations:

• Work directly with management and clients to build and maintain strong relationships.
• Communicate proactively and timely with clients and team members regarding project status, client service opportunities, and other matters.
• Act as an advocate for clients, ensuring their needs and expectations are met.
• Act as a "further escalation" resource for complex client situations and resolution, supporting the Tax Supervisors.

Tax Resolution, Compliance, and Review:

• Maintain, monitor, and ensure progress/resolution for client tax notice work and jurisdictional tax audits (IRS and state/local).
• Review individual (1040), business (1065, 1120, 1120S), nonprofit (990), and trust returns (1041).
• Ensure all deliverables meet client requirements and are delivered on time.
• Maintain a strong understanding of changing tax laws and regulations.

Process Creation/Improvement:

• Identify opportunities for improving tax compliance and resolution processes.
• Build and implement best practices to enhance team efficiency and client satisfaction.
• Participate in firm initiatives and projects, contributing to the growth and development of the firm.

Conflict Resolution:

• Manage significant conflicts within and across teams.
• Develop and implement conflict resolution processes.
• Coach others on effective conflict management techniques.

Developing Others:

• Lead efforts to develop and empower team members.
• Create development plans and track progress.
• Recognize and reward contributions and achievements.

Administrative Tasks:

• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Competencies:

Integrity

• Acts as a role model for ethical behavior.
• Resolves complex ethical dilemmas.
• Provides guidance on ethical issues to colleagues and teams.

Communication / Collaboration

• Communicates complex ideas clearly and persuasively.
• Leads collaborative efforts across teams.
• Manages difficult conversations with tact and diplomacy.

Critical Thinking / Problem Solving

• Leads problem-solving initiatives and guides teams.
• Develops and implements innovative solutions to complex problems.
• Mentors others in advanced problem-solving techniques.

Conflict Resolution

• Manages significant conflicts within and across teams.
• Develops and implements conflict resolution processes.
• Coaches others on effective conflict management.

Developing Others / Empowerment

• Leads efforts to develop and empower team members.
• Creates development plans and tracks progress.
• Recognizes and rewards contributions and achievements.

Required Qualifications:

• BS/BA in Accounting.
• At a minimum EA certification; plans to sit for CPA (unless already obtained).
• Minimum 3 years of experience within a public accounting firm.
• Minimum 4 years of experience preparing/reviewing individual (1040), business (1065, 1120, 1120S), nonprofit (990), and trust returns (1041).
• Minimum 1 year of supervisory experience in a tax setting.
• Proven demonstration of tax compliance across a broad range of entity types and multiple states.
• Ability to effectively supervise, train, and work with multiple teams of 3-4 tax preparers.
• Excellent organizational skills and the ability to prioritize and manage multiple engagements while meeting tax deadlines.
• Strong analytical, supervisory, organizational, and written and verbal communication skills.
• Advanced knowledge of Excel and tax preparation and research software systems (CCH is a plus).
• For most of the year, work will be 40 hours per week but must be willing to work increased hours as needed to meet tax deadlines.

Preferred Qualifications:

• Additional certifications or coursework related to advanced tax strategies or financial management.

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.