Tax Manager

Description

• 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 Director 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.
• 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, 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.
• 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.
• Facilitates monthly department meetings to communicate the service line's direction, any changes in firm staffing or policies, new client opportunities and client project status, etc.
• 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.

• Advanced knowledge of general financial accounting and tax laws.
• 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.
• Bachelor's degree in Accounting, Finance, or related discipline required.
• Preferred MBA or related degree.
• Must currently hold CPA or EA designation.
• Preferred 5years of related tax experience.
• Preferred 2 years of related management experience.
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

• 401(k)
• 401(k) matching
• Bereavement leave
• Continuing education credits
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Volunteer time off
• Work from home