Tax Manager - Trust & Estate

About the role

At YHB, we foster a dynamic and diverse community of Public Accounting professionals, aiming to hire individuals who are passionate about taking ownership of their careers. As a Tax Manager, you will serve as a trusted advisor to clients, provide mentorship and guidance to junior employees, and manage engagements with a focus on ensuring their successful completion.

Responsibilities

• Maintain a keen understanding of Generally Accepted Accounting Principles and apply them appropriately in your work.
• Create and preserve positive client relationships by communicating effectively with Firm Leadership and meeting deadlines and client expectations.
• Show attention to detail and thoroughly revise completed work to ensure accuracy.
• Identify potential issues and present solutions for complex client issues and problems.
• Manage multiple client profiles, employee development, and additional firm responsibilities while maintaining client expectations and meeting deadlines within established budgets.
• Review workpapers of Associates and Supervisors and provide comments for correction or adjustments.
• Ensure that all review comments are successfully addressed and cleared.
• Stay updated on key changes regarding Tax standards, laws, and regulations and share this information with YHB employees.
• Provide guidance and mentorship to Associates and Supervisors within your Leadership Circle and YHB Office by sharing valuable insight and best practices.
• Develop and possess a thorough understanding of tax accounting fundamentals, including the Internal Revenue Code and Regulations, and other technical guidance.
• Apply strong analytical techniques and perform or direct appropriate research of potential solutions to complex client issues.
• Communicate clearly and effectively, both verbally and in writing, to express opinions and concepts, teach, coach, and direct team members, and document positions taken or matters resolved.
• Handle issues that may be outside of existing knowledge base or identify appropriate resources to assist clients in dealing with matters that may be outside of the manager’s current level of expertise.
• Identify potential issues and, as appropriate, elevate such matters to superiors early in the engagement process, along with recommended potential solutions for dealing with such issues.
• Ensure resolution of issues encountered during engagement.
• Develop and maintain strong, positive client relationships through timely and responsive communication during the engagement as well as periodic communication throughout the year.
• Be aware of potential additional service areas to clients or opportunities to expand services.
• Make efficient and effective use of self-experience and experience of team members to manage engagements as efficiently as possible while delivering high quality, value-added client service.
• Be aware of changes in our new regulations and identify clients that may be affected by such changes.
• Address such issues with clients or identify appropriate in-house experts to assist in discussing such issues with clients.
• Strive to complete engagements timely, within budget, and with acceptable realization.
• Display an awareness of the importance of new business generation by expanding peer/professional networks and becoming involved in the leadership of civic, professional, or industry groups.
• Generate leads and turn them into new business opportunities.
• Participate in YHB marketing activities and help coordinate marketing efforts.
• Understand YHB’s mission, vision, and strategic goals.
• Aid in proposals and presentations for current and potential clients.
• Represent YHB publicly by accepting speaking opportunities, authoring articles for industry literature, YHB newsletters, etc.
• Invest in the growth of others as professionals as well as refine and polish your skills used in managing people; includes circle employees and any professionals you collaborate with on a team engagement.
• Accept newer staff on engagements and provide them with the necessary on-the-job training.
• Evaluate team member performance on individual engagements and annually to guarantee quality client service.
• Prepare personal development plans, while meeting the minimum firm and professional education requirements.
• Participate in the design, development, and implementation of internal continuing education sessions.
• Be cooperative and helpful to all team members and always promote teamwork within YHB.
• Motivate team members and coordinate efforts with other team members and peers.

Qualifications

• Bachelor’s degree in accounting or relevant field required.
• CPA Certification preferred.
• High level of integrity and ability to respect confidentiality.
• Effective verbal and written communication skills.
• Ability to handle multiple tasks simultaneously.
• Knowledgeable of firm policies and procedures.
• Enthusiastic and self-motivated.
• Demonstrated time and work management skills necessary to manage a complex workload.

Skills

• Strong analytical and research skills.
• Excellent communication skills (verbal and written).
• Attention to detail and thorough revision of completed work.
• Ability to manage multiple client profiles and responsibilities.
• Experience in tax accounting fundamentals and the Internal Revenue Code and Regulations.
• Ability to identify and resolve potential issues for clients.
• Strong problem-solving and decision-making skills.
• Ability to communicate effectively with clients and team members.
• Knowledge of firm policies and procedures.

Benefits

YHB offers a competitive compensation package, including:

• Competitive salary commensurate with experience.
• Health insurance coverage.
• Paid time off.
• Professional development opportunities.
• Flexible work schedule.
• Employee recognition programs.

Pay

Salary range: $75,000 - $100,000 per year, depending on experience and qualifications.

Schedule

Full-time position with flexible hours to accommodate client needs.

Equal Opportunity Employer

YHB is committed to providing equal employment opportunity for all employees and all applicants for employment. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other characteristic protected by law.