Tax Manager

Overview

The Tax Manager is responsible for the efficient, accurate, and timely completion of income tax returns. This role proactively drives tax planning and tax consulting efforts and serves as the primary day-to-day client contact, maintaining strong communication and collaborating across the organization.

Responsibilities

• Serve as the day-to-day contact for clients.
• Demonstrate a deep and thorough understanding of clients’ objectives and goals.
• Provide timely and accurate responses to client and team member inquiries.
• Participate actively in client meetings and tax planning efforts.
• Review financial statements.
• Prepare accurate and timely tax compilations by gathering, organizing, and analyzing financial data.
• Stay current on technical matters and share timely updates with the department.
• Supervise staff: provide feedback, evaluate progress, and offer guidance and direction.
• Identify staff qualifications and review staff assignments to ensure alignment.
• Develop and train staff by supporting recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Perform technical tax review and approval of assigned projects, identifying basic, complex, and advanced issues as applicable during the engagement.
• Provide quality tax planning that addresses clients’ full business needs.
• Maintain knowledge of general economic and political trends that may impact possible tax or other legislation affecting the business climate.
• Manage tax research, ensure accuracy of conclusions, and maintain proper documentation of researched matters.
• Apply engagement profitability concepts and budget monitoring to ensure projects are concluded timely and profitably.
• Review and finalize billing matters, including timely procurement of payments.
• Delegate effectively to staff (and provide on-the-job training as needed) to support professional growth.
• Ensure delegated assignments are completed timely and accurately.
• Demonstrate comprehensive knowledge of the firm’s philosophy, reports, policies, and opinions on technical matters.
• Participate in practice development efforts through involvement with referral sources and community and industry activities.
• Perform other duties as assigned.

Requirements

• At least 7 years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope, and research.
• Minimum of 2 years of experience supervising and directing work of tax associates and senior associates.
• Bachelor’s or Master’s degree in Accounting or Tax highly preferred.
• Current and valid CPA or EA required.
• Proficiency with UltraTax is a plus.
• Ability to demonstrate sound judgment and logically analyze problems, distinguishing relevant from irrelevant information.
• Ability to work effectively in a team environment as well as independently.
• Ability to handle sensitive/confidential matters in a tactful and discreet manner.
• Ability to interface with a variety of management levels.
• Strong negotiation and persuasion skills.

Compensation & Benefits

• Competitive pay
• Post Tax Season Performance Bonuses
• Paid Time Off and Holidays
• Well-Rounded Health Benefits
• Life Insurance
• 401K and Profit Sharing
• Technology Reimbursement
• Charity Matching Fund
• Continuing Professional Education
• Fun employee events
• Reasonable Tax Season Schedules

Equal Opportunity Employment

The organization is an equal-opportunity employer and evaluates candidates based on merit, competence, performance, and alignment with business needs. Employment decisions are made without discrimination on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.