Tax Manager

Job Description

Job Description

Position Summary:  

The Tax Manager is responsible for the efficient, accurate, and timely completion of income tax returns, proactively drives tax planning and tax consulting efforts, and serves as the primary day-to-day client contact, highly communicative and collaborates across the organization.

 

Essential Job Functions:  

• Serves as the day-to-day contact for clients. 

• Demonstrates deep and thorough understanding of the client’s objectives and goals. 

• Provides timely and accurate responses to client and team member inquiries. 

• Participates actively in client meetings and tax planning efforts. 

• Reviews financial statements. 

• Prepare accurate and timely tax compilations by gathering, organizing, and analyzing financial data. 

• Stays up to date on technical matters and timely shares technical developments within the department. 

• Supervises staff, provides feedback, evaluates progress, and offers guidance and direction. 

• Identifies staff qualifications and reviews staff assignments, making sure they align with qualifications.

• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs. 

• Performs technical tax review and approval of all assigned projects and identifies basic, complex, and advanced issues, as applicable, during the engagement. 

• Demonstrates the ability to provide quality tax planning to clients that encompasses the clients’ full business needs. 

• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

• Manages tax research, the accuracy of the conclusion reached, and ensures proper documentation of researched matters. 

• Applies the concepts of engagement profitability and budget monitoring to ensure that projects are concluded timely and profitably. 

• Reviews and finalizes billing matters, including timely procurement of payments. 

• Delegates (and provides on the job training, as needed) effectively to staff for purposes of the staff’s professional growth. 

• Takes responsibility for the staff’s timely and accurate completion of delegated assignments.

• Demonstrates comprehensive knowledge of the firm’s philosophy, reports, policies, and opinions on technical matters. 

• Participates in firm’s practice development efforts through involvement with referral sources, community and industry activities. 

• Performs other duties as assigned. 

 

Experience and Skills:  

• At least 7 years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope and research.

• Minimum of 2 years of experience supervising and directing work of tax associates and senior associates. 

• Bachelor’s or Master’s degree in Accounting or Tax highly preferred. 

• Current and valid CPA or EA required. 

• Proficiency with UltraTax is a plus. 

• Ability to demonstrate sound judgment and analyzing problems logically and comprehensively, distinguishing between relevant and irrelevant information. 

• Ability to work effectively in a team environment as well as independently. 

• Ability to handle sensitive/confidential matters in a tactful and discreet manner. 

• Ability to interface with a variety of management levels. 

• Strong negotiation and persuasion skills. 

 

Benefits go far beyond the typical: Competitive Pay, Post Tax Season Performance Bonuses, Paid Time Off and Holidays, Well-Rounded Health Benefits, Life Insurance, 401K and Profit Sharing, Technology Reimbursement, Charity Matching Fund, Continuing Professional Education, Fun Employee Events, And Reasonable Tax Season Schedules.

 

The Dolins Group is an equal-opportunity employer. We are committed to evaluating candidates based on their merit, competence, performance, and alignment with business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.