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.
• Timely billing and collection of accounts receivable.
• Manages client relationships and expectations.

Research

• Identifies when research is needed and clearly reports the analysis.
• Applies most Firm and professional standards for preparing WTA and tax returns.
• Applies ASC 740, FAS 109, and FIN 48, and explains and discusses components of the income tax provision and uncertain tax positions to clients.

Tax Consulting

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing taxes.
• Serves as a technical resource and ensures client service teams comply with Firm policies.
• Provides effective assistance with exam support and 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.
• Organizes and conducts effective internal CPE training sessions in area of specialization, involving Firm specialists.

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.