Tax Manager

Key Responsibilities

• Leadership and Supervision: Lead tax compliance engagements in accordance with firm and professional standards.
  • Provide training, direction, and supervision to a team of tax professionals, ensuring they are motivated, engaged, and delivering high-quality work.
  • Monitor daily performance of supervisors, driving accountability for best practices and Standard Operating Procedures.
• Client Relations: Work directly with management and clients to build and maintain strong relationships.
  • Communicate proactively and timely with clients and team members regarding project status, client service opportunities, and other matters.
  • Act as a "further escalation" resource for complex client situations and resolution, supporting the Tax Supervisors.
• Tax Compliance and Review: Review individual (1040), business (1065, 1120, 1120S), nonprofit (990), and trust returns (1041).
  • Ensure all deliverables meet client requirements and are delivered on time.
  • Maintain a strong understanding of changing tax laws and regulations.
• Process Improvement: Identify opportunities for improving tax compliance and advisory processes.
  • Implement best practices to enhance team efficiency and client satisfaction.
• Conflict Resolution: Manage significant conflicts within and across teams.
  • Develop and implement conflict resolution processes.
  • Coach others on effective conflict management techniques.
• Developing Others: Lead efforts to develop and empower team members.
  • Create development plans and track progress.
  • Recognize and reward contributions and achievements.

Required Qualifications

• BS/BA in Accounting.
• A minimum of EA certification, plans to sit for CPA (unless already obtained).
• A minimum of 3 years of experience within a public accounting firm.
• A minimum of 4 years of experience preparing/reviewing individual (1040), business (1065, 1120, 1120S), nonprofit (990), and trust returns (1041).
• A minimum of 1 year of supervisory experience in a tax setting.
• A proven demonstration of tax compliance across a broad range of entity types and multiple states.
• The ability to effectively supervise, train, and work with multiple teams of 3-4 tax preparers.
• Excellent organizational skills and the ability to prioritize and manage multiple engagements while meeting tax deadlines.
• Strong analytical, supervisory, organizational, and written and verbal communication skills.
• Advanced knowledge of Excel and tax preparation and research software systems (CCH is a plus).
• Willingness to work extra hours to ensure the meeting of tax deadlines.

Preferred Qualifications

• Additional certifications or coursework related to advanced tax strategies or financial management.

Performance Metrics

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Team Efficiency: Timely completion of tax compliance and advisory tasks.
• Communication: Responsiveness to client communication and effective team collaboration.
• Accuracy: Ensuring accuracy in tax preparation and review processes.