Tax Manager | HNW

Essential Functions and Primary Duties

• Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team

• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget

• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.

• Understand the client’s organization, procedures and internal policies

• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve

• Manage and retain multiple client relationships, engagements and special projects

• Develop overall engagement budget

• Consistently meet charge hour goals

• Responsible for billing and realization on assigned clients; explain variances

• Supervise, train and mentor staff; listen and communicate effectively

• Foster a team environment; demonstrates support of management and decisions and build a positive culture

• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves

• Additional responsibilities as assigned 

Preferred Qualifications

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

Minimum Qualifications Required

• 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