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 also advise, research, and identify tax issues, and recommend solutions to complex customer issues.

Responsibilities

• Lead the tax team, providing frequent updates on customer engagements and resolving issues
• Communicate progress and resolutions to customers
• Continuously improve specialty area knowledge and educate the team on new audit practices and processes
• Manage billable hour budgets and follow up when the team is over/under to determine the cause
• Perform technical tax review of assigned tax returns simultaneously and of varying complexity
• Research and identify complex tax issues and recommend creative solutions with the input of key stakeholders
• Build challenging developmental plans for all team members and evaluate the results
• Delegate and manage tax and research assignments to achieve accurate and efficient product
• Manage billable hour budgets and follow up when the team is over/under to determine the cause
• Generate new business for the firm through community involvement, networking, and professional events/committees
• Own customer relationships from start to finish and celebrate individual and team accomplishments
• 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

Skills

• Thorough knowledge of all facets of the customer’s business
• Customer understanding of engagement economics
• Advising, researching, and identifying tax issues
• Recommendation of creative solutions
• Technical tax review of assigned tax returns
• Managing billable hour budgets
• Generating new business
• Building challenging developmental plans for all team members
• Delegating and managing tax and research assignments
• Providing effective performance feedback and on-the-job training

Benefits

• Generous time away and paid firm holidays
• Flexible work schedules
• Paid maternity and adoption leave
• Paid parental leave
• Paid caregiver leave (once eligible)
• First-class health and wellness benefits
• Wellness coaching and mental health counseling
• One-on-one professional coaching
• Limited leadership and career development programs
• Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally

Pay

Competitive salary commensurate with experience

Schedule

Full-time position with occasional travel required