Tax Manager - Trust & Estate

Job Description

Job Description

You chart the course; we help you lift off! At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships — between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success.

As a Tax Manager at YHB, you will be a part of a dynamic and diverse community of Public Accounting professionals. You will have the opportunity to create meaningful relationships by serving as a trusted advisor to clients, and by providing mentorship and guidance to junior employees. You will be responsible for the overall coordination and management of engagements and trusted to ensure their successful completion and review. We are eager to welcome an experienced tax accountant who is ready to drive their personal and professional development forward to our YHB Community!

Areas of Accountability

• Challenge yourself to maintain a keen understanding of Generally Accepted Accounting Principles, and the ability to appropriately apply these principles in your everyday work.
• Contribute to the creation and preservation of positive client relationships & trust by demonstrating:
  • Clear and concise communication with Firm Leadership regarding progress and/or status of client returns.
  • A sense of urgency and an appreciation for timely completion of work to meet deadlines and client expectations.
  • Attention to detail and thorough revision of completed work to double check for accuracy.
• Serve as a subject matter expert and trusted advisor for YHB tax clients by identifying potential issues and presenting solutions for resolution.
• Simultaneously manage multiple client profiles, employee development, and additional firm responsibilities while maintaining client expectations and meeting deadlines within established budgets.
• Review workpapers of Associates and Supervisors and provide comments for correction or adjustments.
  • Ensure that all review comments are successfully addressed and cleared.
• Share in the responsibility of keeping YHB employees up to date on key changes regarding Tax standards, laws, and regulations.
• Provide guidance and mentorship to Associates and Supervisors within your Leadership Circle and YHB Office by sharing valuable insight and best practices.

Technical Expertise and Work Quality 

• Develop and possess a thorough understanding of tax accounting fundamentals; sufficient knowledge of the Internal Revenue Code and Regulations and other technical guidance, including industry and practice-specialty standards.
• Develop and demonstrate strong research, analytical, and communication (written and verbal) skills in order to ensure that clients remain in compliance with tax regulations, to identify potential issues or opportunities, and provide solutions for complex client issues and problems.
• Identify problems and be responsible for proposing solutions by applying strong analytical techniques and performing or directing appropriate research of potential solutions.
• Possess excellent communication skills to express opinions and concepts, teach, coach, and direct team members, work with clients, and document positions taken, or matters resolved. Communication skills are evidenced by instructions that can be understood when received and by the effective presentation of documentation (including letters, memos, and reports), which requires little or no revision by Senior Managers/Principals.
• Clear any review comments for the work performed.

Client Management and Service

• Obtain necessary level of knowledge to be able to handle issues that may be outside of existing knowledge base or be able to identify appropriate resources to assist clients in dealing with matters that may be outside of the manager’s current level of expertise.
• Demonstrate good judgement by identifying potential issues and, as appropriate, elevate such matters to superiors early in the engagement process, along with recommended potential solutions for dealing with such issues. Ensure resolution of issues encountered during engagement.
• Simultaneously manage multiple client engagements, employee, and other firm responsibilities while meeting client expectations and deadlines and within established budgets.
• Demonstrate a thorough working knowledge of clients’ business needs by identifying issues or problems and resolving most engagement issues by applying business knowledge and experience gained to add value to the service provided.
• Develop and maintain strong, positive client relationships through timely and responsive communication during the engagement as well as periodic communication throughout the year.
• Be aware of potential additional service areas to clients or opportunities to expand services.
• Make efficient and effective use of self-experience and experience of team members to manage engagements as efficiently as possible while delivering high quality, value-added client service.
• Be aware of changes in our new regulations and identify clients that may be affected by such changes. Be able to address such issues with clients or identify appropriate in-house experts to assist in discussing such issues with clients.
• Strive to complete engagements timely, within budget, and with acceptable realization.

Business Development

• Display an awareness of the importance of new business generation by expanding peer/professional networks and becoming involved in the leadership of civic, professional, or industry groups.
• Begin to generate leads and turn them into new business opportunities.
• Participate in YHB marketing activities and help coordinate marketing efforts.
• Understand YHB’s mission, vision, and strategic goals.
• Assist in proposals and presentations for current and potential clients.
• Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc.

Leading and Developing Others

• It is required to have a genuine interest in investing in the growth of others as professionals as well as refining and polishing your skills used in managing people; includes circle employees and any professionals you collaborate with on a team engagement.
• Willingly accept newer staff on engagements and provide them with the necessary on-the-job training.
• Effectively delegate, provide timely and relevant performance feedback, and help and encouragement, as needed.
• Advise and mentor team members; evaluate team member performance on individual engagements and annually to guarantee quality client service.
• Manage circle employee growth by preparing personal development plans, while meeting the minimum firm and professional education requirements.
• Participate in the design, development, and implementation of internal continuing education sessions.
• Be cooperative and helpful to all team members and always promote teamwork within YHB.
• Motivate team members and coordinate efforts with other team members and peers.

Required Education and Experience:

• Bachelor’s degree in accounting or relevant field required.
• CPA Certification preferred.
• Possesses a high level of integrity and ability to respect confidentiality.
• Effective verbal and written communication skills.
• Ability to handle multiple tasks simultaneously.
• Knowledgeable of firm policies and procedures.
• Enthusiastic and self-motivated.
• Demonstrated time and work management skills necessary to manage a complex workload.

YHB is strongly committed to providing equal employment opportunity for all employees and all applicants for employment. For us, this is the only acceptable way to do business!

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