Tax Manager

Job Summary

As a Tax Manager, you will oversee and review financial information for clients, such as business and individual tax returns, with exposure to a diverse client base across various industries.

Job Description

• Tax Strategy and Engagement Oversight
• Develop and implement comprehensive tax planning strategies for clients
• Ensure alignment with financial objectives and minimize tax liabilities
• Manage a portfolio of tax engagements, supervise staff, and review work for accuracy, compliance, and adherence to firm standards
• Maintain engagement progress, budgets, and timelines to meet client expectations
• Coordinate and complete tax research efforts to address client inquiries and resolve complex tax issues
• Research and Analysis
• Stay informed about evolving tax laws, regulations, and industry developments
• Apply knowledge to client engagements and internal training initiatives
• Client Communication
• Communicate complex tax concepts and strategies to clients
• Prepare and deliver presentations on tax-related matters
• Cultivate and maintain strong relationships with clients as a trusted advisor
• Compliance and Documentation
• Review and oversee the preparation of tax returns for accuracy and compliance
• Manage tax filing deadlines, extensions, and other compliance requirements
• Stay current with federal, state, and local tax laws and changes
• Team Collaboration
• Collaborate with other tax professionals to share insights, knowledge, and best practices
• Supervise and mentor tax staff, providing guidance, training, and feedback
• Cultivate a collaborative team environment and promote knowledge sharing and effective communication
• Process Improvement and Innovation
• Identify opportunities to enhance tax workflows, processes, and methodologies
• Contribute to the continuous improvement of the firm's tax services
• Ensure compliance with internal quality control procedures
• Strategic Business Development
• Collaborate with partners and senior management to identify business development opportunities
• Cultivate client leads and contribute to the firm's growth strategy
• Participate in proposal development and presentations to prospective clients
• Supervisory Responsibilities
• Supervise subordinate team members

Work Environment

• Professional office environment with minimal distractions
• Prolonged periods of sitting at a desk and performing work in front of a computer screen
• Able to lift up to 15 pounds at a time
• Travel may be frequent and unpredictable, depending on client needs

Required Education and Experience

• Bachelor’s degree in accounting, finance, or a related field
• 5 - 8 years of relevant experience
• CPA or Enrolled Agent license (for specialty positions)
• Experience in professional service environments, such as CPA firms, financial consulting firms, or similar settings
• Minimum CPE credit requirement met

Preferred Education and Experience

• Juris Doctor (JD) degree for specialty positions

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.