Position Summary
THE FOCUS IS YOU
As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.
WHAT YOU WILL DO
Regular duties include (but are not limited to):
Tax Strategy and Engagement Oversight
- Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities.
- Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards.
- Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations.
Research and Analysis
- Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
- Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making.
Client Communication
- Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
- Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications.
- Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters.
Compliance and Documentation
- Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
- Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
- Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements.
Team Collaboration
- Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
- Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
- Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members.
- Participate in internal training sessions to enhance your technical skills and stay updated on industry trends.
Process Improvement and Innovation
- Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services.
- Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables.
Strategic Business Development
- Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy.
- Participate in proposal development and presentations to prospective clients.
WHAT WE ARE LOOKING FOR
Required Education and Experience
- Bachelor’s degree in accounting, finance, or a related field.
- 5 – 8 years of relevant experience.
- CPA or Enrolled Agent license.
- Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
- Specific positions may require additional industry or specialization certifications.
- Responsible for completing the minimum CPE credit requirement.
- Software: CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.
Preferred Education and Experience
- Juris Doctor (JD) degree for specialty positions.
Travel
- Travel may be frequent and unpredictable, depending on client’s needs.
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