Tax Manager

Primary Responsibilities

• Maintains steady contact with clients throughout the business year, which involves a thorough knowledge of the client and all facets of the client’s business rather than mere routine attendance to immediate problems
• Answers any questions the client may have so there is a complete understanding of the nature and terms of an assignment, including an estimate of fees
• Reviews staff assignments, making certain they are appropriate; since this is a continuing duty, the Manager must be fully familiar with the qualifications of all staff members
• Follows the progress of the work in relation to budgeted time and scheduled dates of completion and anticipates the problem areas and questions that might arise
• Keeps the Partner informed of all important developments, analyzes any issues, and recommends solutions
• Deals directly with the client’s attorney, banker, or broker, and other third parties
• Presents timely staff performance evaluations and discusses them with the staff members
• Should work to develop a responsible and trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs
• Should make associations to develop new business for the firm and to maintain its professional image in the community. Doing so may include taking an active role in professional, civic, or charitable organizations, delivering talks, writing articles for publications
• Prepares other reports and projects as requested from time to time by the Partners
• Reviews personal, fiduciary, and business tax returns
• Performs more complex tax returns
• Develops general understanding of firm philosophy and tax opinions
• Delegates work to tax staff, senior tax accountants, and tax supervisors and supervises work
• Acts as key client contact person for personal tax return clients and business clients
• Contributes by producing quality work with quick turnaround and attentive service
• Exhibits time management and organizational skills
• Develops entrepreneurial approach to client service and good working relationships with client personnel
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals

Education, Experience, & Certifications

• Bachelor’s degree in accounting from a four-year college or university
• Six (6) to eight (8) years of related experience and/or training, or an equivalent combination of education and experience
• Active CPA License is required