Tax Manager - Closely Held Business

Position Summary

A Tax Manager is a professional who prepares and reviews tax returns, accounting work papers, and financial reports while guiding and mentoring other staff. This role requires working well with clients, earning their confidence, and demonstrating expertise in tax and audit standards.

Requirements

• A current and valid CPA license required, with membership in good standing with the American Institute of CPAs and respective state societies.
• 5-7 years of experience in public accounting or relevant positions, with a progression in complexity and scope.
• Special consideration may be given to waive the CPA license requirement in lieu of comparable experience and expertise.

Duties And Responsibilities

• Maintain tax records and prepare tax returns, schedules, and reports.
• Supervise and review the work of others.
• Maintain in-depth knowledge of accounting and tax matters, and specialized industries or functional/technical areas.
• Earn top quality client service through regular in-person and virtual communications.
• Apply effective project management skills to plan and coordinate multiple engagements.
• Participate in mentoring, training, recruiting, retention, and team-building activities.
• Comply with firm policies and procedures.
• Recognize and address complex technical issues, reaching appropriate conclusions and applying authority to support conclusions.
• Maintain accurate time and expense records to ensure proper billing of clients.
• Anticipate problem areas and questions that will arise during the course of a project.
• Use established business relationships to generate new sales opportunities.
• Apply advanced technical knowledge effectively through written and verbal communication, seeking to continuously develop these skills.
• Increase knowledge base on the firm’s industry lines and service offerings.
• Perform other duties as assigned.

Desired Skills, Abilities And Characteristics

• Exhibits integrity, energy, enthusiasm, dedication, and commitment to excellent client service, firm reputation, and the one team concept.
• Communicates verbally and in writing professionally and effectively.
• Manages confidentiality of firm and client information.
• Manages workload and trains others on proper delegation and management of work.
• Strives to improve effectiveness through a mindset of lifelong learning.
• Organizes financial information effectively.
• Interacts confidently and judiciously with colleagues, supervisors, and clients.
• Presents information clearly and persuasively.
• Works well with others.

Working Environment

The firm promotes a flexible work environment with a strong focus on technology and modern work arrangements. Offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and close at noon on Fridays outside of tax season. The firm is closed on major holidays and offers substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. AdamsBrown, LLC is an Equal Opportunity Employer.