Tax Manager: Client Advisory & Growth Leader

Job Description Job Description Salary: About Condley and Company, L.L.P. Founded in 1939, Condley and Company, L.L.P. provides reliable accounting and consulting services to clients throughout Texas, as well as the United States. The firm maintains a heavy concentration serving banking entities, not-for-profit organizations, healthcare providers, construction companies and closely held businesses. Condley and Company, L.L.P. is an independently owned member of the RSM US Alliance Network. The firm has a staff of more than 70 employees, which includes 10 full-time partners. Our goal is to provide each employee with an opportunity to build their career, make a difference in the world, and have their talents recognized and appreciated. We pride ourselves on our commitment to our team, and we nurture positive, supportive relationships within our workforce just as we do our client relationships. A career with Condley can offer you unique advantages such as diverse projects, experience, and clientele; a healthy work/life balance; direct interaction with partners and client executives; career advancement and support; and competitive compensation and benefits. If you are interested in joining a stable, growing, team-based professional services firm, we want to hear from you. Minimum Entry Requirement B.A./B.S. degree and CPA license Public accounting experience or industry equivalent Solid accounting skills Comprehensive understanding of tax law/rules and implications Experience preparing and reviewing returns and researching tax issues Role Success Factor: Client Service Excellence Acts as a manager to ensure client work is performed within time, scope, budget and bills client for completed work Sees the big picture for client’s business, objectives and industry and think creatively to solve business problems as well as team conflict Scopes engagement, manages client expectations, ensures satisfaction and communicates upward Takes responsibility for service quality, thoroughness and accuracy; proactively works with client to gather data and follow-up on open items Stays current on regulatory and industry issues and shares applicable information with others Assesses problem/issue materiality and interprets the implications for the client; understands client’s tolerance for risk Participates as a confident knowledge resource and idea generator in client meetings and sales calls Consistently takes on work outside of “comfort zone”; asks for stretch assignments to develop Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements; consistently provides timely response to client and internal requests. Role Success Factor: People Management/Relationships Dedicates time to coaching others in tax software knowledge, business process, research skills/resources, technical expertise, planning and project management skills via on the job training Proactively communicates work/project status with engagement team and client in a direct and respectful manner Takes ownership of personal career goals and seeks out mentors, advisors and coaches within the firm to help achieve aspirations Builds relationships across lines of business to ensure client service excellence through an integrated service approach Recognizes resource/team capabilities (background, experience, strengths and weaknesses), aligns the right talent to the work, delegates work effectively and holds team accountable for deliverables by consistently providing real-time feedback both for reinforcement and for improvement (e.g., recognizes contributions; confronts inappropriate behavior) Develops loyalty and trust with team and with client Attends recruiting events to build the practice Delivers CPE and other training May serve as a Career Advisor providing structured feedback to individuals Targets written or verbal communication to appropriate audience Role Success Factor: Productivity & Business Growth Seeks business development opportunities through new or existing contacts Demonstrates consultative sales and service skills Alert to client needs that may result in growth opportunity for the firm and communicates to team and client Builds knowledge of Condley’s services and effectively presents ideas to clients that result in additional services Understands our business, how we generate profit, and has the ability to think tactically and act quickly to capitalize on an opportunity Promotes the brand through interacting with clients, recruits and personal network Meets and manages realization and charge hour expectations Meets budget and/or realization goals for engagements (self and team); communicates reasons if exceeding Role Success Factor: Expertise Reviews research findings, tax returns and client tax work papers, ensures conclusions are consistent with firm policies and professional standards, and determines implications and best course of action for client Documents research and planning to share with client team, colleagues and client Demonstrates awareness of Condley’s risk management policies and procedures (e.g. client confidentiality, client acceptance) Demonstrates an understanding of and applies tax planning concepts Recognizes the ‘go to’ professionals in Condley for specialized knowledge Solid understanding of tax codes, regulations, rulings and case law Recognizes industry trends and their the potential opportunities for savings & risk reduction applicable to the client’s business and tax burden Demonstrates self-awareness of personal strengths and developmental areas Builds industry and topic specialization, e.g., major/minor Key Skills to Accelerate Your Career Demonstrates project management skills – allocates appropriate resources, responds to tight deadlines, works within budget and provides necessary follow-up (runs the engagement/job) Develops strong client relationships at appropriate levels, has an advanced understanding of the client’s complete tax situation Effectively manages, trains, mentors, and develops associates and senior associates Developing marketable expertise Key Development Opportunities On the Job Interacts with all staff and levels Daily interaction with clients Participates in a variety of non-compliance projects Learns more about the various service lines - what we offer as a firm Learning & Professional Development Tax technical training (including research and writing memos) Read journals/publications and internal tax and professional publications Training on delivering client service Leadership in professional development program Other Networking: community and professional organizations, alumni programs, professional networking websites, etc. Identify mentor(s) - take ownership of career Attend local training opportunities to enhance skills and knowledge Seek exposure to as many programs/people/work styles from which to learn #J-18808-Ljbffr 6AM City, LLC