Tax Manager / General Tax Team

Responsibilities

• Performs a broad range of accounting, tax assignments, and assumes responsibility for all phases of an engagement.
• Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
• Maintains contact with clients throughout the year; has a thorough knowledge of the client and all facets of the client’s business or personal needs.
• Plans, schedules and staffs’ engagements using Firm policies and procedures.
• Mets time and budget constraints and client deadlines.
• Supervises staff and provides on-the-job training; reviews staff assignments for appropriateness; reviews tax returns/workpapers and reports prepared by staff.
• Mentors, counsels staff, and performs or provides input on staff performance appraisals.
• Anticipates problems and potential questions with an engagement.
• Keeps Shareholder(s) informed of important developments on engagements and analyzes problems and recommends solutions.
• Ensures that financial statements, tax returns and letters of recommendation are prepared in accordance with professional and Firm standards.
• Communicates with clients and team members, as requested, in an efficient and professional manner.
• Possesses knowledge of the Firm’s philosophy and its opinions on financial matters working with the respective Shareholder in-charge.
• Participates in Firm’s practice development efforts and demonstrates ability and desire to secure new business for the Firm.
• Conducts research as needed.
• Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.
• Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position).
• Works to develop responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
• Does research and prepares reports and projects as requested by shareholders.
• Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.
• Effectively bills and collects charges from clients for whom the Manager acts as the Bill Manager and/or Primary Partner.

Requirements

• Experience preparing and reviewing individual, corporate, partnership, and S-Corp tax returns.
• Demonstrated progression in complexity, scope, and number of engagements managed.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Effective verbal and written communication skills.
• Works to develop responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
• Proficiency in use of computers, computer accounting software and tax software programs.

Qualifications

• Occasional travel for meeting with clients or to attend seminars or staff meetings using a personal vehicle is likely.
• Occasional overtime is expected throughout the year and heavy overtime is required from January through April.

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Relocation bonus
• Training & development
• Tuition assistance
• Vision insurance

Skills

• Knowledge of Firm’s philosophy and opinions on financial matters.
• Ability to manage multiple engagements and meet deadlines.
• Strong communication and interpersonal skills.
• Proficiency in accounting and tax software.
• Ability to mentor and train staff.

Pay

• Competitive salary

Schedule

• Flexible schedule

About the Role

• Kerkering Barberio & Co. is recognized as one of the top accounting firms in the Tampa Bay area.
• The firm has multiple offices in Sarasota, Tampa, and Lakewood Ranch.
• Our headquarters is in Sarasota, known for its high quality of life and business-friendly environment.
• We offer a progressive work environment that values work-life balance and encourages professional development.
• We provide a comprehensive benefits package, including health insurance, dental and vision insurance, paid time off, and opportunities for advancement.

Company Information

• Kerkering Barberio & Co. is committed to fostering a diverse and inclusive workplace.
• We are proud to be recognized as a Top Accounting Firm by the Tampa Bay Business Journal and a Best CPA Firm by the SRQ Business Journal.
• We are dedicated to supporting our employees' professional growth and development through various initiatives such as continuing professional education, tuition reimbursement, and professional development programs.