Tax Manager - Private Clients (CHB)

About the role

The successful candidate will lead the tax preparation and technical review process for primarily complex closely held businesses, ensuring compliance with state and federal tax regulations. They will advise, research, and identify tax issues, and recommend solutions to complex customer issues.

Responsibilities

• Lead the tax team, providing frequent updates on progress, problems, and resolutions to customers
• Manage billable hour budgets and follow up when the team is over/under to determine the cause
• Research and identify complex tax issues and recommend creative solutions with the input of key stakeholders
• Train, support, supervise, motivate, and review the work of the tax team
• Assume responsibility for and provide direction and coaching to the tax team
• Generate new business for the firm through community involvement, networking, and professional events/committees
• Provide effective performance feedback and on-the-job training
• Contribute to performance management to help assess readiness for promotion of staff and senior levels

Requirements

• Bachelor’s degree in accounting or finance; Master’s degree in Tax preferred
• 5+ years of recent accounting firm experience, including managing multiple tax accounting projects and customer engagements, directing, scheduling staff, and managing workflow
• Significant experience working with all types of entity taxes
• CPA certification
• Excellent communication skills

Qualifications

• Travel up to 15% of the time may be required