Overview
The Tax Manager will lead and manage multiple tax engagements to deliver quality income tax services for clients within various commercial industries. The manager will be responsible for advising clients on the tax implications of their business objectives, evaluating and selecting actions to lessen the tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. The manager must be comfortable with tax compliance on corporate and partnership returns.
Essential Duties
- Plan, review and prepare tax returns for closely held businesses and their owners, including c-corporations, s-corporations and partnerships.
- Build new and existing client relationships and demonstrate knowledge of client’s businesses.
- Work closely with Tax Partners to satisfy the needs with planning compliance.
- Understand and manage firm risk on tax services performed.
- Prepare research memoranda, written correspondence/guidance and other documents.
- Manage multiple clients, budgets and production goals.
- Provide supervision, training, mentoring and guidance to tax associates and senior associates.
- Experience analyzing and resolving tax notices with federal and state tax authorities.
- Stay current on new tax legislation.
Qualifications
- BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation preferred.
- Active CPA licensed required.
- 6+ year’s progressive experience in public accounting required.
- Proficient with corporate and partnership taxation required.
- Strong accounting and analytical skills.
- Excellent interpersonal, verbal and written communication skills.
- Solid working knowledge of Microsoft Office, CCH Access, CCH Engagement and BNA Tax Planner.
- Experience as a team leader; supervising and training teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.
- Should have some understanding with risks associated with technical tax positions and be able to communicate these risks to the partner.
- Must be able to work additional hours as needed to meet client deliverables.
- Must be willing to travel locally to clients if required and have access to a car/public transportation.
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