Tax Manager, Core Tax Services

Tax Compliance

• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Involves specialists where appropriate to resolve tax issues with clients.
• Communicates with clients and Assurance counterparts to manage tax accrual reviews.
• Budgets and staffs for tax processes, monitors engagement process, and manages time incurred.
• Timely bills clients and collects accounts receivable.
• Manages client relationships and expectations.
• Provides timely advice to clients.

Research

• Identifies when research is needed and clearly reports the analysis.
• Applies most Firm and professional standards for WTA and tax returns.
• Applies ASC 740-10 and Firm policies regarding FAS 109 and FIN 48.
• Explains and discusses components of the income tax provision and uncertain tax positions.
• Communicates with Assurance counterparts to plan tax accrual reviews.
• Utilizes and manages STS as needed.

Tax Consulting

• Aids in developing and implementing methods to maximize client benefits, especially by decreasing taxes.
• Develops and implements a work plan for STS assistance on ongoing projects.
• Serves as a technical resource for client service teams.
• Ensures compliance with Firm policies regarding WTA and exam support.
• Frames projects and issues for effective delegation to seniors and associates.

Tax Specialization

• Develops an in-depth understanding of technical and practical issues and opportunities regarding one or more areas of taxation.

Strategy Development

• Introduces and develops new or improved ideas to improve the position of clients, 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.