Tax Manager - Business Services Group (BSG)

Position Overview

A Manager of both tax and accounting will be responsible for planning, supervising and completion of multiple client engagements and provides a finished, complete work product for overview by the Principals. A Manager works directly with clients and clients' accounting personnel and has become the primary point of contact for clients. A Manager will be involved with the billing process and will supervise and train multiple lower level accountants. A Manager should be a sound generalist in all accounting and tax matters but has focused on an area of specialty or niche and continues to develop technical expertise pertinent to the practice.

Essential Functions:

• Completed work is accurate and organized.
• Work is free of mistakes at a level that is appropriate for current job level. Demonstrates appropriate skills. Self-reviews.
• Understands and applies the relevant accounting principles and/or tax laws. Continually learns the newest laws, processes, and procedures
• Understands the relevant KWC technology systems and uses them efficiently. Learns new applications, technology processes and procedures. Seeks help and resolves technical problems as needed.
• Work is completed within budgeted time. Reasons for missed budgets are documented; meets deadlines.
• Demonstrates leadership qualities consistent with building and managing a professional team. Trains and reviews work, answers questions for Staff Accountants, Senior Accountants and Supervisors and provides timely feedback. Monitors Progress and provides coaching to staff members.
• Promotes and celebrates team successes with all team members; fosters collaboration with others; develops and maintains positive work relationships; actively participates in team-oriented objectives and activities.
• Conforms to the highest professional standards; develops and maintains the highest standards of excellence and integrity; builds internal/external customer respect and loyalty; creates an environment of continuous improvement and innovation.
• Not just task-oriented but employee actively engages to understand the reason behind KWC methods and practices; identifies and evaluates many possible causes for a problem; is open to new ideas perspectives, strategies or positions; proactively seeks to test validate, modify and improve new ideas and methods.
• Prepares client correspondence and effectively communicates on a timely and responsive basis with fellow employees.
• Makes daily decisions and adjusts activity to enhance profitability; identifies and takes advantage of opportunities to accomplish multiple tasks; takes action without being asked or required to do so.
• Performs other tasks as assigned.

Supervisory Responsibilities:

• Staff Level I, II, III, Senior Accountant and Supervisor
• Recruits, hires, and conducts performance evaluations.
• Implements training, or identifies training opportunities.
• Handles corrective action and termination as needed, and in accordance with firm's policies.

Minimum requirements:

• Bachelor's or master's degree in accounting.
• CPA or EA License.
• 2-3 years in Management role.
• 5-7 years of tax and accounting experience.

Other Skills / Abilities:

• Excellent oral and written communication skills
• Proven ability to handle multiple projects simultaneously
• Strong understanding of US tax regulations
• Knowledge of state and federal tax form processes and how to accurately properly prepare forms for each
• Ability to prioritize daily tasks and meet timely obligations with many clients
• Knowledge of accounting processes and advanced mathematical skills
• Experience consulting tax handbooks or other printed materials to determine the proper procedure for preparing challenging returns
• Skilled using various accounting software and experience in troubleshooting common accounting program problems
• Personal integrity when working with personal and sensitive financial information
• Professional experience in financial forecasting and risk analysis

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Occasional non-local travel may be required no more than 5-10% of the year, depending on your client base.
• Occasional lifting of boxes and/or paperwork up to 25 pounds.

Note: the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.