Tax Manager

Overview

This role is with a top 50 largest independent advisory, tax, and audit firm in the United States. The organization values a collaborative culture where employees are supported and challenged, with flexibility to balance career and personal life. The firm has been employee-owned since 2001, fostering a culture of ownership, collaboration, and continuous growth.

Responsibilities

• Demonstrate comprehensive knowledge of the firm's philosophy on financial, tax, and consulting matters, including work quality and professional standards.
• Maintain ongoing client contact throughout the year, possessing thorough knowledge of clients and their business operations.
• Plan, schedule, and staff engagements in accordance with firm policies and procedures.
• Supervise staff, provide on-the-job training, review tax returns and related work papers prepared by staff, and conduct performance evaluations.
• Identify potential problem areas in engagements and develop procedures to address them; keep supervisors informed of important developments and recommend solutions.
• Communicate engagement progress, issues, and resolutions to clients through written and oral correspondence.
• Prepare client invoices, communicate fee details, and assist in collection of overdue accounts.
• Stay informed on general economic and political trends that may impact tax legislation or the business climate.
• Perform supervisory reviews of complex tax returns and governmental tax examinations.
• Take responsibility for preparing more complex business tax returns.
• Delegate and manage governmental tax examinations and may represent clients before tax authorities.

Requirements

• Minimum of five years of experience in accounting and tax, showing progression in complexity, scope, and number of engagements managed.
• Proven ability to generate new business for a CPA firm.
• Bachelor's or Master's degree in accounting.
• At least 40 hours of continuing professional education annually to maintain and develop technical and business skills.
• Current and valid Certified Public Accountant (CPA) license.
• Membership in good standing with the American Institute of Certified Public Accountants.
• Proficiency with computers and various accounting and tax software.

Equal Opportunity

The employer is an equal opportunity organization. All qualified applicants will receive consideration without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

Application Policy

Resumes are accepted only when submitted directly by candidates or referred by current employees. Resumes or candidate profiles sent by staffing agencies or fee-based referral services will not be considered unless there is a signed vendor contract. The organization does not pay fees to recruiters or agencies without a signed vendor contract.