The Tax Manager is responsible contributing to the achievements of his/her group objectives including:
Managing or supervising in all aspects of existing and new client tax relationships as assigned by the Partners.
Training and supervising tax staff.
Assisting with office administration including client invoicing and collection, staff coaching, mentoring and training, quality control, strategic planning, scheduling, etc.
Collaborating with team members to develop innovative accounting practices that adhere to required standards but serve their clients interests.
Position Reports To : The Partners.
The Primary Responsibilities Of The Manager Are
Technical and Client Service Skills
Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-profit, gift, and multi-state returns).
Review compiled financial statements for Corporations, Not-for-Profit entities, Partnerships, and individuals including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records.
Manage and monitor client deliverables and due dates.
Prepare complex U.S. and multi-state income tax returns for business entities, including consolidated and non-consolidated corporations, Partnerships, Fiduciary, and Non-Profit Organizations.
Prepare complex US and state individual income, gift and estate tax returns.
Conduct complex tax research and prepare memorandum outlining findings and conclusions.
Respond to IRS and state agency audits, inquiries and tax notices. Communicate with IRS and clients in connection with audits, inquiries, and tax notices.
Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.
Communicate directly with existing clients, colleagues, management and IRS representatives regarding various tax matters.
Assist with business development efforts, including but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating clients’ needs.
Lead department in knowledge of software, processes, and workflows.
Assist with employee training for new hires and ongoing employee training.
Engage in consulting and special projects as requested by the Partners and clients.
Adheres to the office administration and billing policies of client's. including entering time into the timekeeping system within the timing specified
Problem identification and solving.
Participating in staff training.
Participating in the firm’s strategic planning process.
Advocates “best practices” suited to this practice niche
Skills And Education Required
Active CPA license and Bachelor’s degree in accounting.
Experience commensurate with those required to be a tax manager or senior.
Good written and verbal communication skills.
Good research skills.
Positive, can-do demeanor with willingness to “dig in” and get the work done
Excellent understanding, comprehension and ability to articulate tax and accounting concepts.
Strong leadership, project management, and team building skills.