Tax Manager

The Tax Manager at Louis Plung & Company (LPC) serves as a crucial link between the partner, the client, and the professional tax staff. This role involves managing multiple tax projects simultaneously, including scheduling, staffing, and coordinating workflow. The Tax Manager is responsible for developing and training staff, as well as fostering new business relationships for the firm. Ensuring compliance with tax laws on all prepared returns and staying updated on new tax legislation are key responsibilities. Additionally, the Tax Manager reviews and occasionally prepares complex tax returns, applying strategic tax planning to minimize clients’ tax liabilities.

About the Role

• Client Engagement and Management: Actively participate in client meetings and planning efforts. Assume full responsibility for client engagements, ensuring high-quality service delivery. Maintain direct communication with clients, addressing their needs and concerns promptly. Develop and maintain strong client relationships to foster trust and long-term partnerships.
• Business Development: Identify and pursue opportunities to develop new business for the firm. Represent and promote the firm through networking groups, referral sources, and community activities. Stay informed about industry trends and economic factors that could impact clients and the firm.
• Team Leadership and Development: Supervise a team of seniors, staff, and interns, providing guidance and support. Perform technical reviews of all client engagement types, regardless of complexity. Manage and delegate governmental tax examinations, representing clients before taxing authorities when necessary. Assist in recruiting, interviewing, and training staff, contributing to their professional growth.
• Strategic Planning and Compliance: Ensure the firm complies with tax laws on all prepared returns. Keep partners informed of important developments on engagements, analyzing problems and recommending solutions. Maintain familiarity with staff qualifications and review assignments for appropriateness. Participate in firm leadership meetings, contributing to business plans and strategy development.

Responsibilities

• Client Engagement and Management: Actively participate in client meetings and planning efforts. Assume full responsibility for client engagements, ensuring high-quality service delivery. Maintain direct communication with clients, addressing their needs and concerns promptly. Develop and maintain strong client relationships to foster trust and long-term partnerships.
• Business Development: Identify and pursue opportunities to develop new business for the firm. Represent and promote the firm through networking groups, referral sources, and community activities. Stay informed about industry trends and economic factors that could impact clients and the firm.
• Team Leadership and Development: Supervise a team of seniors, staff, and interns, providing guidance and support. Perform technical reviews of all client engagement types, regardless of complexity. Manage and delegate governmental tax examinations, representing clients before taxing authorities when necessary. Assist in recruiting, interviewing, and training staff, contributing to their professional growth.
• Strategic Planning and Compliance: Ensure the firm complies with tax laws on all prepared returns. Keep partners informed of important developments on engagements, analyzing problems and recommending solutions. Maintain familiarity with staff qualifications and review assignments for appropriateness. Participate in firm leadership meetings, contributing to business plans and strategy development.

Requirements

• Experience Requirements: 6 – 10 years of experience in Tax, with at least 1 year of supervisory experience. Demonstrated progression in complexity, scope, and number of projects and clients managed.

Qualifications

• Education & Skills: Bachelor’s degree in accounting, or MBA/MBT. Current CPA, EA, or JD license. Advanced proficiency in accounting and tax software programs. Strong communication and organization skills.

Benefits

LPC offers a competitive salary and benefits package, along with a fun and casual atmosphere including flexible work arrangements. LPC is also honored to be named one of Inside Public Accounting’s (IPA) Top 400 Firms for 2024, as well as one of IPA’s 400 Fastest Growing Firms for 2024. Join in on the excitement!

Working Conditions

• Occasional same day travel for meetings at client offices and seminars, using a personal vehicle.
• Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs.
• Minimal Safety Hazards. General office working conditions.

Physical Requirements

• Ability to sit for extended periods while working at a computer.
• Occasionally required to stand, walk, and reach with hands and arms.
• Ability to lift and carry office supplies and equipment up to 20 pounds.
• Manual dexterity required for operating office equipment (e.g., computers, printers).