Tax Manager (Hybrid)

About the role

The Tax Manager functions well in a dynamic, challenging and growth environment and will:

Responsibilities

• Understand “best practices” with respect to the firm’s programs and processes, especially with respect to tax preparation, review and planning software. Maintain a high level of expertise with respect to the software and improve efficiencies in its application within the tax function.
• Review the firm’s complex returns.
• Aid the firm’s partners and client service managers in managing tax relationships on complex clients.
• Act as point of contact and relationship manager/CSM on designated individuals and small businesses.
• Demonstrate advanced technical expertise, e.g., and advanced skill set within the tax code (e.g. subchapter K) or industry expertise (e.g. restaurant industry).
• Participate where appropriate in our tax onboarding and training program.
• Manage client load of appropriate client assignments efficiently.
• Maintain responsibility for agreed-upon process improvement initiatives.

Qualifications

• Practicing CPA or attorney (LLM preferred)
• Demonstrated ability to manage client relationships, including complex organizational structures and transactions
• Experience recognizing issues per review of returns, explaining the issue and opportunity to clients, and implementing planning strategies resulting therefrom
• Recognized technical expertise in a tax subject matter area or industry
• Develop and expand a personal network of client relationships and referral sources, including a proactive campaign of managing contacts with said network
• Initiate a marketing program to promote the Tax Manager’s industry area subject matter expertise.
• Maintain agreed-upon marketing metrics
• Oversight of tax services to small business, professional and individual client relationships (negotiating fees, addressing client service issues, address/oversight of technical issues, etc.)
• Act as key team member on larger clients with a Partner or Client Service Manager
• Oversight of meetings and extended services for existing clients
• Project management of tax services to clients
• Identify and resolve most engagement issues, apply business knowledge and experience gained to add value to the service provided
• Coordinate client's work and staff scheduling
• Be responsible/oversight for department BSC management areas, e.g., workflow management, scheduling, training, or Onboarding. Act as both leader and member in implementing the BSC
• Development/Oversight of new services to deliver to client
• Project management for department related items
• Responsible for keeping all firm members informed of tax changes
• With the Tax Department Partner, develop the key initiatives and leading and lagging indicators. Implement the plan to achieve targeted objectives.
• Mentor and BSC responsibilities for staff, up to 2-4 individuals
• Actively assist in onboarding new staff into the firm utilizing the onboarding training matrix
• Actively assist in training and learning programs for department team members
• Demonstrate an interest in the growth of others as professionals as well as refining and polishing skills used in managing people.
• Effectively delegate, provide timely and relevant performance feedback, and provide assistance and encouragement as needed, generally in a monthly BSC check-in meeting with direct reports
• Accept new staff on engagements and provide them with the necessary on-the-job training and supervision.
• Be cooperative and helpful to all team members and promote teamwork within the Firm.
• Motivate team members and coordinate efforts with other team members and peers, as well as client personnel.

Skills

• Time Management
• Exceptional Organization Skills
• Strong Communication skills
• Responsiveness to time sensitive items
• Attention to Detail
• Focus on client
• Ability to work independently
• Deadline oriented
• Build strong relationships with staff
• Team Player and be proactive
• Strong Leadership skills
• Transparency
• Strong Work Ethic
• Being professional and respectful to others
• Positive Attitude

Benefits

• Flexible work schedule
• Professional development opportunities
• Competitive compensation package
• Health insurance benefits
• Retirement savings plan

Pay

• $100,000 - $120,000 annually

Schedule

• Hybrid work arrangement