Tax Manager

Are you interested in becoming a valued member of a remarkable team and firm? A place where your talents can shine as you assist clients in improving their financial, tax, and business aspects? Are you seeking a collaborative, innovative, and fulfilling work environment where your contributions are recognized and rewarded? Look no further! With over 100 years in the industry, our firm serves clients locally and globally. Our expertise extends across a wide array of industries, ensuring that we can cater to the unique needs of clients from diverse sectors. Join our team and experience a collaborative and enriching work environment. With an emphasis on continuous technical training and the development of essential skills, we prioritize your success by providing the tools and resources needed to thrive in the world of public accounting!

Job Summary

The Manager (Tax) works and communicates effectively with staff and clients to enhance their understanding of business and tax issues. Demonstrates an awareness of current business developments and the ability to determine the impact to a client’s business. Demonstrates an understanding of recent tax developments and their implications to client’s business.

Essential Functions

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the job requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Manage Tax Reporting Function

• Manages multiple, high-impact engagements simultaneously and provides guidance to tax and project team members.
• Reviews financial reports for tax preparation engagements.
• Possesses critical thinking for problem solving and effectively communicate solutions to problems.
• Provides meaningful recommendations for clients, if applicable.

Research and Current Developments

• Stays current on tax accounting and recent industry development.
• Researches complex tax issues and provides guidance to clients on such.

Client Relationship Management

• Demonstrates a thorough understanding of the client’s business that extends beyond tax-related aspects.
• Recognizes problems, assesses alternatives, and recommends solutions.
• Identifies issues and recommends creative solutions to complex client issues.
• Effectively identifies and delivers opportunities to our clients.

Business Development and Company Promotion

• Utilizes firm resources in providing “full service” to our clients.
• Participates in preparation of proposals to prospect.
• Maintains open communication with directors and Firm partners.
• Develops relationships with business contacts and potential referral sources.
• Develops ability for practice developments by attending networking functions.

Managerial

• Assumes leadership role in developing and mentoring staff.
• Makes hiring recommendations to partners.
• Addresses performance issues and conducts formal performance evaluations of the team.
• Provides feedback and direction to supervisors to ensure team has knowledge and skills to complete high-quality work.
• Motivates the team to maintain high standards of productivity and quality.
• Problem solves all issues with productivity or skill with supervisors.
• Handles any employee complaints and issues in accordance with firm complaint handling procedure.

Administrative Tasks

• Works independently with a minimum of supervision.
• Follows all policies and procedures established by firm.
• Enters time daily to ensure current and accurate tracking of hours.
• Assigns hours to each client to ensure accurate billing.
• Follows safety rules according to firm Injury and Illness Prevention Program (IIPP).

Marginal Functions

• Accepts special projects as assigned.

Job Requirements

To perform this job successfully, the individual must possess the following education, licenses and certifications, experience, and skills.

Education

Minimum Education (or substitute experience) required: Bachelor’s Degree, Masters in Taxation a plus.

Licenses and Certifications

CPA Certification required. Must possess and maintain a valid driver's license to travel to client locations.

Experience

Minimum Experience Required: 6+ years of experience in public accounting.

Technical Skills

• Exceptional understanding of client operations.
• Exceptional understanding of laws and regulations governing the client.
• Exceptional ability to use independent judgment in determining procedures and processes.
• Exceptional ability to work under pressure, multi-task and meet deadlines.
• Exceptional understanding of accounting theory and accounting practices.
• Exceptional understanding of the rules, regulations, and code of conduct.
• Exceptional familiarity with pertinent IRC (Internal Revenue Code) sections and regulations.
• Exceptional proficiency in the preparation of corporate, individual, partnership and other tax returns prepared by the Firm.
• Exceptional organizational skills with excellent attention to detail.
• Exceptional ability to work under pressure, multi-task and meet deadlines.
• Exceptional PC skills, including Microsoft Windows and Office applications.
• Exceptional abilities with various accounting systems.

Interpersonal Skills

• High level of enthusiasm to work collaboratively in a team environment to meet and exceed expectations for internal and external clients.
• Self-motivated, adaptable, able to work with minimal direction in a high pressure environment.
• Works independently and is self-motivated to complete tasks and assignments with a minimum amount of supervision and is flexible to accept tasks and projects.
• Upholds the professional standards of conduct for respectful behavior and demonstrates a high degree of personal integrity.
• Ability to use independent judgment in determining procedures and processes.
• Ability to work with all levels of management and non-management staff.

What We Offer:

• Competitive compensation
• Unlimited PTO for qualified employees!
• Generous health and welfare benefits
• Focus on work/life balance
• Flexible schedules
• Opportunity to work with a friendly and supportive team
• Strong mentoring program with a focus on the success of each team member