Tax Manager

The Tax Manager role is responsible for managing staff, client assignments and projects and delivering a high-quality service. Additional responsibilities include assisting with overseeing office operations and staff, client service activities, quality, reporting, production revenue budget and forecasting; and working in conjunction with the Senior Manager/ Principal on maximizing performance including production revenue maximization, and staff development. This includes coaching, advising, and supporting team members in meeting client and self-development expectations. In addition, the position will be responsible for following and enforcing all firm and staff policies and procedures.

Business Development:

-Promote the Firm to clients, business associates and through community events.

-Understand lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm

-Be aware of and communicate with owners all potential opportunities for new clients and additional services for existing clients.

-Able to detect the need for and pitch additional service lines to clients.

Technical Expertise:

-Prepare tax returns.

-Provide detailed review and analysis of tax returns.

-Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm.

-Reviewing research findings and ensuring conclusions are consistent with firm policies and professional standards.

-Assist with new business development, extended service, and tax issue recognition for existing clients.

-Remain up to date on current tax practices and changes in tax law.

 EXPERIENCE

-Well-versed about U.S. accounting standards (cash, tax and accrual basis)

-Proficient in accounting and financial reporting skills.

-Proficient in computer software programs and technology utilized by the Firm.

-Retain general knowledge regarding FASB and IRC

-Minimum of 4 years’ experience

SKILLS AND CERTIFICATIONS [note: bold skills and certification are required]
CPA OR ESA

Security Clearance Required: No

Visa Candidate Considered: No

Full-time

Benefits - Full

Relocation Assistance Available - Yes

Commission Compensation - No

Bonus Eligible - No

Overtime Eligible - No

Interview Travel Reimbursed - Yes

CANDIDATE DETAILS

5+ to 7 years' experience

Seniority Level - Director

Management Experience Required - Yes

Minimum Education - Bachelor's Degree

Willingness to Travel - Occasionally

IDEAL CANDIDATE
Someone that is building their career, but should have been a tax manager for a few years, this is a CPA firm in small town Ohio and West Virginia