Employer Active
Job Alert
You will be updated with latest job alerts via emailJob Alert
You will be updated with latest job alerts via emailNot Disclosed
Salary Not Disclosed
1 Vacancy
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
Full Time