6+ years experience in a Public Accounting firm as a Tax Manager
Capability to lead and manage a team of tax professionals
Strong interpersonal, oral and written communication skills
Solid analytical and research capabilities
In-depth knowledge of tax laws and ability to communicate effectively
Responsibilities
Oversee multiple client engagements focusing on private entities and high-profile individuals
Develop and maintain excellent client relationships through superior service
Serve as primary client contact and interact with client stakeholders
Identify and resolve potential tax service issues through research and consulting
Advise clients on business improvement and operational efficiency
Lead training and development programs for the tax team
Monitor budgets and assist with staffing and workload management
Benefits
Professional development opportunities
Engagement in practice development and business advisory services
Participation in recruitment and training events
Collaborative and supportive team environment
Focus on client relationship building to meet unique client needs
Full Job Description
Walter Shuffain is a top 200 IPA firm and continues to grow. We seek an enthusiastic and professional Tax Manager who will lead and manage multiple tax engagements with a high level of commitment to the growth and development of our team.
Essential Functions:
Oversee multiple client engagements; Technical planning and advising of clients that include private entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as high-profile individuals/families
Develop and maintain excellent client relationships through superior customer service
Serve as the primary client contact on all related matters and directly interact with client owners and senior team members
Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed
Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients
Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies
Assist in the development and execution of department's various training programs
Set and monitor budgets, assist with staff scheduling and workload assignments
Prepare client billings timely and direct and assist with collection efforts
Establish and conduct formal training seminars for staff members
Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients
Participate in recruitment events, employee performance management, training support, and business development opportunities
Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients
Education, Skills and Experience:
BS or MS in Accounting or Tax
6 years of experience within a Public Accounting firm as a Tax Manager
Ability to lead and manage a team of tax professionals
Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities
Strong knowledge of Tax laws and able to communicate to shareholders
Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns
