Tax Manager, Core Tax Services

Tax Compliance

• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Resolves all tax issues with clients and involves specialists as necessary.
• Communicates with clients and Assurance counterparts to manage tax accrual reviews, including planning, budgeting, and scope.
• Manages client relationships and expectations.
• Timely billing and collection of accounts receivable.

Research

• Identifies when research is needed and clearly reports findings.
• Applies most Firm and professional standards for preparing WTA and tax returns.
• Communicates with Assurance counterparts for timely tax accrual reviews.
• Manages STS as needed.

Tax Consulting

• Assists with developing and implementing methods to maximize client benefits, especially by decreasing taxes.
• Develops and implements a work plan for ongoing projects.
• Serves as a technical resource for client service teams.
• Ensures compliance with Firm policies regarding Written Tax Advice (WTA).
• Provides effective support during exam processes.
• Frames projects and issues for effective delegation to seniors and associates.

Tax Specialization

• Develops an in-depth understanding of technical and practical issues related to one or more areas of taxation.
• Organizes and conducts internal CPE training sessions in area of specialization, involving Firm specialists.

Strategy Development

• Introduces and develops new or improved ideas to improve client positions, the Firm, or Firm personnel.
• Reviews studies of tax implications and offers clients alternative courses of action.
• Identifies and leverages lessons learned on prior projects and offers input on improving processes and methods.