Tax Manager - Construction

About the role

At YHB, we aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. As a Tax Manager, you will be part of a dynamic and diverse community of Public Accounting professionals. You will serve as a trusted advisor to clients, provide mentorship and guidance to junior employees, and be responsible for the overall coordination and management of engagements.

Responsibilities

• Maintain a keen understanding of Generally Accepted Accounting Principles and apply them in everyday work.
• Contribute to positive client relationships by demonstrating clear and concise communication with Firm Leadership regarding progress and status of client returns.
• Show a sense of urgency and appreciation for timely completion of work to meet deadlines and client expectations.
• Attend to detail and thoroughly revise completed work to double-check for accuracy.
• Serve as a subject matter expert and trusted advisor for YHB tax clients by identifying potential issues and presenting solutions for resolution.
• Manage multiple client profiles, employee development, and additional firm responsibilities while meeting client expectations and deadlines within established budgets.
• Review workpapers of Associates and Supervisors and provide comments for correction or adjustments.
• Ensure that all review comments are successfully addressed and cleared.
• Keep YHB employees up to date on key changes regarding Tax standards, laws, and regulations.
• Provide guidance and mentorship to Associates and Supervisors within your Leadership Circle and YHB Office by sharing valuable insight and best practices.

Technical Expertise and Work Quality

• Develop and possess a thorough understanding of tax accounting fundamentals; sufficient knowledge of the Internal Revenue Code and Regulations and other technical guidance, including industry and practice-specialty standards.
• Develop and demonstrate strong research, analytical, and communication (written and verbal) skills to ensure clients remain in compliance with tax regulations, identify potential issues or opportunities, and provide solutions for complex client issues.
• Identify problems and propose solutions by applying strong analytical techniques and performing or directing appropriate research of potential solutions.
• Possess excellent communication skills to express opinions and concepts, teach, coach, and direct team members, work with clients, and document positions taken or matters resolved.
• Clear any review comments for the work performed.

Client Management and Service

• Obtain the necessary level of knowledge to handle issues outside of existing knowledge base or identify appropriate resources to assist clients.
• Demonstrate good judgment by identifying potential issues and elevating them to superiors early in the engagement process, along with recommended solutions.
• Ensure resolution of issues encountered during engagement.
• Manage multiple client engagements, employee, and other firm responsibilities while meeting client expectations and deadlines and within established budgets.
• Demonstrate a thorough working knowledge of clients’ business needs by identifying issues or problems and resolving most engagement issues by applying business knowledge and experience.
• Develop and maintain strong, positive client relationships through timely and responsive communication during the engagement as well as periodic communication throughout the year.
• Be aware of potential additional service areas to clients or opportunities to expand services.
• Make efficient and effective use of self-experience and team members to manage engagements as efficiently as possible while delivering high-quality, value-added client service.
• Be aware of changes in new regulations and identify clients that may be affected by such changes.
• Strive to complete engagements timely, within budget, and with acceptable realization.

Business Development

• Display an awareness of the importance of new business generation by expanding peer/professional networks and becoming involved in the leadership of civic, professional, or industry groups.
• Begin to generate leads and turn them into new business opportunities.
• Participate in YHB marketing activities and help coordinate marketing efforts.
• Understand YHB’s mission, vision, and strategic goals.
• Assist in proposals and presentations for current and potential clients.
• Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc.

Leading and Developing Others

• Invest in the growth of others as professionals and refine skills used in managing people, including circle employees and any professionals you collaborate with on a team engagement.
• Accept newer staff on engagements and provide them with necessary on-the-job training.
• Effectively delegate, provide timely and relevant performance feedback, and offer help and encouragement as needed.
• Advise and mentor team members; evaluate team member performance on individual engagements and annually to guarantee quality client service.
• Manage circle employee growth by preparing personal development plans while meeting the minimum firm and professional education requirements.
• Participate in the design, development, and implementation of internal continuing education sessions.
• Be cooperative and helpful to all team members and promote teamwork within YHB.
• Motivate team members and coordinate efforts with other team members and peers.

Requirements

• Bachelor’s degree in accounting or relevant field required.
• CPA Certification preferred.
• Possesses a high level of integrity and ability to respect confidentiality.
• Effective verbal and written communication skills.
• Ability to handle multiple tasks simultaneously.
• Knowledgeable of firm policies and procedures.
• Enthusiastic and self-motivated.
• Demonstrated time and work management skills necessary to manage a complex workload.