A client of Insight Global is looking to bring on a Tax Manager to oversee and manage federal and state tax returns for a diverse portfolio of clients, including individuals, trusts, estates, non-profits, corporations, and partnerships. This person will collaborate with clients and the advisory team to develop and implement tax planning strategies, ensuring compliance with all relevant regulations and optimizing tax outcomes.
They will coordinate with multiple stakeholders to integrate their requirements into the tax planning process and run client-facing meetings to present updates, discuss new strategies, and gather feedback. This person will oversee project progress, address any issues, ensure legal compliance of all tax-related content, and provide leadership and support to their team.

Responsibilities:
Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships.
Manage existing and build new client relationships.
Oversee tax planning strategies for clients and run tax projections.
Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities.
Support and collaborate with the advisory team on tax planning related functions.
Manage workflow, budgets, and billings.
Evaluate and develop processes and procedures to improve tax department efficiency.

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