Job Description
As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.
Tax Strategy and Engagement Oversight
- Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
- Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
- Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations
Research and Analysis
- Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
- Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
Client Communication
- Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
- Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
- Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
Compliance and Documentation
- Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
- Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
- Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Team Collaboration
- Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
- Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
- Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
- Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Process Improvement and Innovation
- Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
- Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
Strategic Business Development
- Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
- Participate in proposal development and presentations to prospective clients
Supervisory responsibilities
- Will supervise subordinate team members
Work environment
- Work is conducted in a professional office environment with minimal distractions
Physical demands
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift to 15 pounds at a time
Travel required
- Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience
- Bachelor’s degree in accounting, finance, or a related field
- 5 – 8 years of relevant experience
- CPA or Enrolled Agent license
- Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
- Specific positions may require additional industry or specialization certifications
- Responsible for completing the minimum CPE credit requirement
- Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience
- Juris Doctor (JD) degree for specialty positions
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
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