Tax Manager

Essential Functions and Primary Duties

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.

• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner

• Reviews tax procedures, engagement workpapers and financial statements without supervision

• Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards

• Addresses questions on advanced technical accounting matters from team members and upper-level client management

• Prepares advanced level tax returns and reviews intermediate to advanced level tax returns

• Monitors that tasks are assigned and completed on a timely basis and reviews workflow

• Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up

• Manages multiple assignments inside an engagement

• Communicates with Partners on work status and client issues that arise

• Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues

• Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFileRoom, etc.)

• Leads small to medium sized engagements with finalized document and report requiring minimal change upon review

• Performs top review of returns, workpapers, and issues

• Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel

• Supervises, trains and mentors tax staff

• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field 

• Bachelor’s degree with a preference of study in Accounting or related field

• 5+ years’ of relevant work and industry experience

• Prior experience managing engagements and clients

• Ability to work independently, but also work well with others

• Enrolled Agent designation

• Strong technical and broad based advisory and client management skills

Minimum Qualifications

• Bachelor’s degree 
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology