CPA

Senior Tax Manager

Our firm's tax department is currently seeking a self-motivated, detail-oriented individual to join our growing team. We are seeking someone who wants to participate in our firm's positive culture and is passionate about helping our tax practice grow.

• Learn to efficiently navigate firm software: Practice, UltraTax, CCH, ACS, and QBO
• Demonstrates ability to complete various tax and accounting projects, including: 1040, 1120S, 1065, 990, 1099, Annual business accounting (write-up), Tangible personal property returns
• Demonstrates logical thinking when recording tax information
• Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
• Demonstrates an understanding of basic state taxation issues
• Accurately prepares quarterly and annual estimated tax liability calculations
• Proactively takes part in tax planning for clients
• For business returns, demonstrates the ability to follow procedures and identify opportunities of improvement.
• General understanding of client accounting service projects as needed
• Learn and exhibit professional communication skills: With team internally regarding status of projects, asking good questions, participating in meetings, With clients as appropriate and as directed by client relationship managers
• Builds upon job knowledge by participating in department wide trainings as well as independent learning such as reading professional publications and regulations
• Understands importance of deadlines by demonstrating time management skills and learning to prioritize engagements.
• Demonstrates the expertise to supervise the preparation of tax returns
• Conducts first review of tax return and identifies basic, complex and advanced issues throughout the engagement; raises potential tax issues
• Demonstrates the ability to provide quality tax planning to clients that encompasses the clients' full business needs
• Refining skills, knowledge, and expertise as a specialist in a tax-related technical field and/or industry that we service at our firm
• Active CPA license
• Ability to create tax proposals and determine appropriate fees based on an estimated engagement budget
• Provides performance evaluations to associates and seniors and effectively communicates strengths and opportunities for improvement
• Builds strong relationships with clients as a trusted advisor