Tax Manager

About the role

The Tax Manager will lead and manage multiple client engagements, providing strategic tax planning, technical expertise, and practical business guidance. They will serve as a trusted advisor to private businesses, high-net-worth individuals, and families.

Responsibilities

• Oversee multiple client engagements
• Technical planning and advising of clients that include private entities (C-Corp, S-Corp, Trusts, and Partnerships) as well as high-profile individuals/families
• Develop and maintain excellent client relationships through superior customer service
• Serve as the primary client contact on all related matters and directly interact with client owners and senior team members
• Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed
• Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients
• Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies
• Aid in the development and execution of department’s various training programs
• Set and monitor budgets, assist with staff scheduling and workload assignments
• Prepare client billings timely and direct and assist with collection efforts
• Establish and conduct formal training seminars for staff members
• Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients
• Participate in recruitment events, employee performance management, training support, and business development opportunities
• Build effective long-term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients

Requirements

• BS or MS in Accounting or Tax
• 6 years of experience within a Public Accounting firm as a Tax Manager
• Ability to lead and manage a team of tax professionals
• Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities
• Strong knowledge of Tax laws and able to communicate to shareholders
• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns

Qualifications

• Experience in public accounting, preferably in a tax department
• Proven ability to develop and maintain strong client relationships
• Excellent problem-solving and decision-making skills
• Strong organizational and time management skills
• Ability to work independently and as part of a team

Skills

• Strong technical knowledge of tax laws and regulations
• Excellent communication and interpersonal skills
• Strong analytical and research capabilities
• Ability to work independently and as part of a team
• Strong leadership and mentoring abilities

Benefits

WS Advisors offers a competitive benefits package including health insurance, retirement plans, and paid time off.

Pay

The annual base salary range for this role is $145,000-175,000. This range includes the anticipated low and high end of Walter Shuffain’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.

Schedule

Full-time position.