Overview
The organization is seeking a Tax Manager to lead tax engagements with a primary focus on veterinary practices and their owners, while also supporting other clients within the Services practice based on experience and business needs. This role builds and maintains trusted relationships with veterinary practice owners and advisors while providing technical expertise in tax compliance and planning.
Responsibilities
- Manage a portfolio of clients focused primarily on veterinary practices and their owners, with support for other Services practice clients based on experience and business needs.
- Serve as a trusted advisor and primary client contact, maintaining year-round relationships with veterinary practice owners, their families, and their legal, investment, and other professional advisors.
- Lead multiple client engagements from planning through delivery, including staffing, delegation, budgets, realization, timelines, billing, scope, risk management, and compliance with firm and professional standards.
- Provide hands-on support and resolve complex tax compliance and planning issues affecting veterinary practices and their owners, collaborating with Federal, SALT, and other specialty professionals as appropriate.
- Review complex federal, state, and local tax returns, workpapers, and related deliverables for technical accuracy, completeness, and quality, as applicable to the client portfolio.
- Delegate work effectively and lead the development and performance management of Associates and Senior Associates through clear expectations, timely coaching, feedback, goal setting, and evaluations.
- Partner with peers, Partners, and Resource Coordinators to balance workloads, optimize staffing, and manage engagement capacity across teams.
- Maintain proficiency in firm technology and tax systems while supporting team members in effective use.
- Identify opportunities to expand client relationships by introducing specialists and additional services, cultivating referral relationships, and supporting business development efforts alongside senior leaders.
- Stay current on federal, state, and local tax laws, regulatory developments, and veterinary industry trends to advise clients and guide engagement teams.
- Assist with or manage tax examinations and related tax authority inquiries as appropriate, including representing clients before tax authorities when applicable.
- Develop a strong understanding of veterinary practice operations and industry trends to identify relevant tax, business, and planning considerations.
- Contribute to firm, practice, and operational initiatives that improve processes, enhance the client experience, and support strategic priorities.
Requirements / Qualifications
- Minimum of five years of experience in accounting and tax, demonstrating progression in complexity, scope, and number of engagements managed.
- Experience serving veterinary practices, business owners, or other closely held businesses is a plus.
- Bachelor’s or Master’s degree in accounting.
- Minimum of forty hours of continuing professional education required each year to maintain and develop technical and business skills.
- Current and valid certified public accountant’s license or Enrolled Agent with the IRS is required.
- Must be a member in good standing with the American Institute of Certified Public Accountants.
- Proficiency in use of computers and various accounting and tax computer software.
Compensation & Benefits
Not specified.
Location
Across the U.S. (clients and communities served across the U.S.).
Equal Opportunity and Application Notes
- Equal opportunity employer.
- Resumes are only accepted directly submitted by candidates and referrals submitted by current employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed vendor contract.