Tax Manager

This position is responsible for growing the Tax practice by providing practical tax advice to 
 clients building relationships with existing clients and prospects to expand the practice and 
 development and training of team. In this role the Manager will be expected to have 
 marketable technical skills and have a proven track record of being a problem solver and 
 maintaining key client relationships. Written and verbal communication must be excellent. 
 
 Essential Functions and Primary Duties: 
 
     Serve as client   s trusted advisor demonstrates knowledge of industry trends identify client issues and conflicts: proactively communicate solution options to client and team.     Plans and reviews the tax process and the procedures to be performed to include: 
    Budgeting and staffing. 
    Monitoring engagement process and actual time incurred vs. budget. 
    Timely billing including management of identified outofscope activity and communication to client.     Timely collection of A/R. 
    Manages client relationships/expectations in accordance with the project. 
    Ensures both that clients comply with all applicable authorities while at the same time minimizing their tax and reporting burdens. 
    Monitoring engagement process and actual time incurred vs. budget. 
    Conducts toplevel review of Tax Return and resolves all tax issues with the client. 
    Provides advice to clients in a timely manner. 
    Timely billing including management of identified outofscope activity and communication to the client. 

Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. 
    Assists with developing recommending and implementing efficient and effective methods to maximize client benefits especially by decreasing clients    current and future taxes.     Develops an indepth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation e.g. individual corporate property sales corporate passthrough state and local international. 
    Assists to organize and conduct effective internal CPE training sessions. 
Introduces and develops new or improved ideas to improve the position of clients the Firm or Firm personnel e.g. by reducing taxes or expenses or providing nontax benefits. 
 
     Reviews studies of tax implications and offers clients alternative courses of action. 
 
     
 
 Identifies and leverages lessons learned on prior projects and offers input on how to 
 improve processes and methods. 
 
     Other duties as required. 
     Supervises associates and senior associates on all projects. 
     Reviews work prepared by associates and senior associates and provide review 
 
 comments. 
 
     Trains Associates and Seniors how to use all current software tools. 
     Schedules and manages the workload of associates and senior associates. 
     Provides verbal and written performance feedback to associates and senior associates. 
 
 
 
 
 Education: 
 
     Bachelor   s degree required; Accounting degree preferred 
     Master   s Degree preferred 
 
 Minimum Qualifications: 
 
     Eight to Ten years of prior experience in corporate tax passthrough entities and highnet 
 
 worth individual clients required 
 
     Experience in International Estate and Gift Tax preferred 
     Prior experience supervising and training tax professionals on a project or engagement basis 
 
 required 
 
 License/Certifications: 
 
     CPA certification or EA required 
 
 Software: 
 
 required. 
 
 Other Knowledge Skills & Abilities: 
 
     Proficient in the use of Microsoft Office Suite specifically Word Excel required 
     Proficient in UltraTax or Similar Program QuickBooks and Practice Management Programs 
 
 Selfstarter conscientious with excellent verbal and written communication skills 
     
     Executive presence and ability to act as primary contact on assigned engagements 
     
 
 Superior analytical and tax research skills including building models and analysis of financial and 
 numerical data 
 
     Advanced understanding of the technical and practical issues and opportunities regarding one 
 
 or more areas of taxation and law 
 
     Advanced knowledge and understanding of general calculations and cause / effect for taxable 
 
 conditions on clients and the potential tax issues 
 
     Excellent organizational skills especially ability to meet project deadlines with a focus on details 
     Ability to work in a deadlinedriven environment and handle multiple projects simultaneously 
 
     Capable of effectively managing a team of tax professionals and delegating work assignments as 
 
 needed 
 
     Capacity to build and maintain strong relationships with internal team and clients 
     Ability contribute to the professional development of assigned personnel 
     
 
 Strong business development skills and the ability to convert prospect inquiries to client 
 engagements 
 
     Willingness and ability to assist in marketing efforts such as educating clients via seminars and 
 
 written communications external practice development activities and other business 
 development activities 
 
     Great attitude and interpersonal skills a must 
 
 We offer an excellent benefits package including: 
 
     Medical Health and Dental Insurance 
     401(K) 
     Personal Time Off and Firm Holidays 
 Flexible Hybrid Work Environment 
     
 
 
 
 

Tax