Experienced Tax Manager

Duties and Responsibilities

• Affords full responsibility for supervising engagements and special assignments using established firm policies and procedures
• Collaborates with various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements
• Supervises and provides on-the-job training to staff by offering guidance, direction, and constructive feedback
• Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
• Manages and guides staff on their day-to-day activities including budgeting
• Reviews and manages the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities
• Builds and maintains client relationships and manages all aspects of the client engagement process
• Develops innovative tax planning strategies and stays abreast of current tax laws and regulatory changes
• Researches tax law and consults on tax technical questions
• Plans and manages responsibilities and resources to achieve assigned objectives
• Helps develop solutions for clients and manages implementation of ideas
• Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients
• Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measures to resolve assignment issues
• Identifies client needs and opportunities, and identifies cross-selling and new service opportunities
• Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization, and staff development
• Develops functional specialization and/or industry expertise
• Establishes and actively works to build a network to assist with business development and firm marketing initiatives
• Develops a specialty designation or begins to obtain a master's degree

Key Success Factors

• Accountability: Meets established expectations; takes responsibility for achieving quality, sound, and timely results; and encourages others to do the same. Ability to lead and develop employees
• Analytical and Problem Solving: Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Commitment to Excellence in Client Service: Provides exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs.
• Executes for Results: Effectively leverages resources to create exceptional outcomes in a timely manner, embraces change, and constructively resolves barriers and constraints.
• Time Management: Able to balance multiple priorities and complete assignments within time constraints and deadlines. Asks for timely direction when necessary.
• Business Development Results (Selling, cross-selling, marketing)

Travel Requirements

• Regular same day travel for work at client’s facilities, meetings, and seminars is required using personal vehicle.
• Rarely, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle.
• This position requires employees to have their own means of transportation.

Work Hours & Environment

It is generally expected that this position will work in the office or onsite at a client’s facility during the workweek, from the hours of 8:30am – 5:00pm, Monday through Friday. During Tax season (Jan 1 – April 15), the work week, generally totaling approximately 60 hours per week, Monday through Saturday.