Essential Roles and Responsibilities
The Financial Services Tax Manager or Senior Manager supervises staff and seniors and reviews their work product for completeness and accuracy. Primary work product will include federal and state tax returns and related work papers for corporations, partnerships, limited liability companies, individuals and trusts. Professionals provide timely, high quality services and work products that meet or exceed client expectations. You will participate in client meetings and collaborate with the team to deliver integrated services to clients. The ability to manage a high volume of deliverables under time constraints is essential.
Qualifications and Education Requirements
Position Requirements and Expectations
Financial Services Tax Managers and Senior Managers are dedicated to superior client service. They have excellent project management, analytical, interpersonal, and oral and written communications skills. They thrive in a dynamic and collegial work environment. Financial Services Tax Managers and Senior Managers are role models for staff and seniors, displaying professionalism, reliability, and integrity at all times.
Financial Services Tax Managers and Senior Managers are expected to demonstrate advanced knowledge of tax compliance and planning at both the federal and state levels in the areas of individuals, partnerships, corporations, and trusts. They will be responsible for timely and effectively explaining tax objectives, budget information, and other relevant engagement information to staff and seniors. Financial Services Tax Managers and Senior Managers interact with clients and their other advisors professionally and confidently at all times.
BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including: