Tax Manager

Who We AreWe're an eight-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: Control Business Management, a subsidiary of NFP, is seeking a Tax Manager.The Tax Manager is responsible for handling the tax needs of clients regarding personal and business tax matters. Includes tax return preparation and review, year-end tax projection planning, estimates, and tax research. Tax Manager works closely with all levels of the tax department.Essential Duties and Responsibilities:Prepare and review complex Individual (resident and non-resident), C and S Corporation, Partnership, Fiduciary, Gift, Single Member LLC, Foreign Bank Account Report, Exempt Organization and Private Foundation tax returnsReview Business License, Property Tax, and Sales & Use tax returnsPrepare and review tax adjusting journal entries for business management clients' books and recordsPrepare and review quarterly tax estimates and year-end individual projections and business closeoutsPrepare and review tax basis schedulesRespond to IRS and state taxing authority notices and auditsPoint of contact with various non-business management tax clients and business management affiliatesPrepare and review Forms W-2, 1099, and 1042 as necessaryTax researchDevelop procedures, processes, and templates to establish best practicesKnowledge, Education, Skills, andor Abilities:Education - Bachelor's DegreeCPA license5-10 years tax experienceAccounting proficiencyProficiency with Tax Preparation and Projection Software, (Prosystem FX & BNA preferred)Proficiency with Excel and WordExcellent verbal and written communication skillsPersonable, positive and enthusiastic attitudeProficient in overseeing multiple projects and meeting strict deadlinesAbility to work with a variety of personalitiesTaking initiativeProblem-solving abilityCertificates, Licenses, Registration:Certified Public AccountantPhysical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.What We OfferNFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.The base salary range for this position is $128,000 - $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.NFP and You... Better together!NFP is an inclusive Equal Employment Opportunity employer.

Created: 2025-01-31