Tax Manager - Financial Services

Responsibilities

• Developing and sustaining excellent customer relationships in our markets
• Performing a technical review of federal and state tax research, work papers, allocations, and tax returns
• Reviewing and assisting with income tax accounting reporting
• Anticipating and consulting on various tax matters
• Actively communicating progress of engagements, problems, and resolutions to customers
• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
• Facilitating economic performance of engagements, including billing and collections
• Continuously improving specialty area knowledge and professional development
• Coaching and developing team members to their maximum potential, providing ongoing feedback and development opportunities throughout the year
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• Representing the firm in the business community and being active within professional organizations
• Promoting a culture of engagement, inclusion, and accountability for the organization’s core values and competencies for the teams that you lead
• Setting and achieving stretch goals on a regular basis that increases your value and contribution to the organization

Requirements

• Bachelor’s degree in Accounting, Finance or Law; Master’s degree in Tax/LLM, preferred
• 5+ years of recent public accounting firm experience
• Strong experience with corporate tax accounting, ASC 740 preferred
• EA license or CPA certification, required
• Leadership and project management skills
• Excellent communication and networking acumen
• Able to manage and grow strong customer relationships
• Strong experience with corporate tax accounting, ASC 740 preferred
• Experience with tax software and technology
• Able to multitask along with demonstration of commitment to continuous learning