Tax Manager

Overview

This role involves leading tax compliance engagements for clients, ensuring adherence to professional and firm standards. The position requires building and maintaining strong client relationships, performing detailed reviews of tax returns and workpapers, and supervising and developing a team of tax professionals.

Responsibilities

Leadership and Supervision

• Lead tax compliance engagements in accordance with professional standards.
• Provide training, direction, and supervision to a team of tax professionals, ensuring motivation, engagement, and high-quality work.
• Monitor daily performance of supervisors, driving accountability for best practices and Standard Operating Procedures.
• Perform detailed reviews of tax returns, research, communications, and other deliverables.

Client Relations

• Work directly with management and clients to build and maintain strong relationships.
• Communicate proactively and timely with clients and team members regarding project status, client service opportunities, and other matters.
• Act as an escalation resource for complex client situations and resolution, supporting Tax Supervisors.

Tax Compliance and Review

• Review individual (1040), business (1065, 1120, 1120S), nonprofit (990), and trust returns (1041).
• Ensure all deliverables meet client requirements and are delivered on time.
• Maintain a strong understanding of changing tax laws and regulations.

Process Improvement

• Identify opportunities for improving tax compliance and advisory processes.
• Implement best practices to enhance team efficiency and client satisfaction.
• Participate in firm initiatives and projects contributing to organizational growth and development.

Conflict Resolution

• Manage significant conflicts within and across teams.
• Develop and implement conflict resolution processes.
• Coach others on effective conflict management techniques.

Developing Others

• Lead efforts to develop and empower team members.
• Create development plans and track progress.
• Recognize and reward contributions and achievements.

Administrative Tasks

• Ensure all client documentation is accurately recorded and maintained.
• Perform other duties as assigned to support overall organizational objectives.

Required Qualifications

• BS/BA in Accounting.
• At minimum, EA certification; plans to sit for CPA unless already obtained.
• Minimum 3 years of experience within a public accounting firm.
• Minimum 4 years preparing/reviewing individual (1040), business (1065, 1120, 1120S), nonprofit (990), and trust returns (1041).
• Minimum 1 year of supervisory experience in a tax setting.
• Proven tax compliance experience across a broad range of entity types and multiple states.
• Ability to supervise, train, and work with multiple teams of 3-4 tax preparers.
• Excellent organizational skills with ability to prioritize and manage multiple engagements while meeting tax deadlines.
• Strong analytical, supervisory, organizational, and communication skills (written and verbal).
• Advanced knowledge of Excel and tax preparation and research software systems (CCH is a plus).
• Willingness to work extra hours to meet tax deadlines.

Preferred Qualifications

• Additional certifications or coursework related to advanced tax strategies or financial management.

Performance Metrics

• Client satisfaction measured by feedback and survey results.
• Team efficiency reflected in timely completion of tax compliance and advisory tasks.
• Responsiveness to client communication and effective team collaboration.
• Accuracy in tax preparation and review processes.

Location

Not specified.