Tax Manager

HYBRID

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.

Supervisory Responsibilities:

• Provide effective and respectful leadership to associates through planning of appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations & providing feedback on performance (semi-annual basis), recognition/celebration, coaching, counseling reports and/or discipline; creating career growth opportunities and associate development plans.
• Understand skillsets and capabilities of Associates and monitor and review work products that they prepare and report on performance while articulating coaching notes throughout the process.

  Duties/Responsibilities:

  • Serve as the Tax client service coordinator for appropriate clients.
  • Advise clients on a full spectrum of corporate tax services, including planning, research,

    compliance, and general business activities.

  • Manage client needs with respect to tax services and federal and state tax compliance.
  • Promote the Firm to clients, business associates and through community events.
  • Prepare tax returns and 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.

Required Skills/Abilities:

• Expert knowledge of general financial accounting and cost accounting.
• Understanding of and ability to adhere to generally accepted accounting principles.
• Proficient in computer software programs.
• Retain general knowledge regarding FASB and IRC
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.

  Education and Experience:

• Bachelors degree in Accounting, Finance, or related discipline required.
• Preferred MBA or related degree.
• CPA or EA
• Preferred 7-10 years of related tax experience.
• Preferred 3-5 years of related management experience. Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.