Manager, Tax

General information

Description & Requirements

• Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations 
• Developing, building, and managing client relationships as part of the proposal process 
• Participating in networking activities to further expand business opportunities and client relationships 
• As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing client concerns and challenges 
• Assisting with managing, developing, and coaching professional tax staff 
• Reviewing and managing projects prepared by tax associates and seniors 
• Effectively delegating responsibilities to others and monitoring efforts of engagement teams 
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology 
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing 

• 5 years or more of related experience in public accounting, law firm, or trust department 
• Bachelor or graduate degree in accounting, finance, or a related field 
• CPA license or J.D. degree and bar admission 
• Experience managing multiple client engagements

• Dedication to client service 
• Excellent supervisory and time management skills 
• Exhibit effective communication and listening skills, enhancing problem-solving and communication for client, team, and operational performance 
• Built a community of external advisors with which to network