Tax Manager

Position Overview

The individual in this role will serve as the Tax Manager in our Closely Held Business Practice. The Tax Manager will oversee the tax preparation and technical review process for primarily complex closely held businesses ensuring compliance with state and federal tax regulations. The customers served by this team are predominantly passthrough entities and their individual business owners. Tasks will include leading the tax team, advising, researching and identifying tax issues, and recommending solutions to complex customer issues. In addition, the Tax Manager will delegate and manage tax assignments and perform administrative duties. The Tax Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of the tax team.

Responsibilities
• Developing and sustaining excellent customer relationships with closely held businesses and their owners in our markets
• Being anticipatory and consulting on various tax matters
• Actively communicating progress of engagements, problems, and resolutions to customers
• Collaborating cross-functionally within the firm to grow existing business and offer a variety of business solutions to customers and prospects
• Facilitating economic performance of engagements, including billing and collections
• Continuously improving specialty area knowledge and professional development
• Coaching and developing team members to their maximum potential, providing ongoing feedback and development opportunities throughout the year
• Developing and growing a business network with colleagues, referral relationships, potential customers, and external organizations to attract new business
• Representing the firm in the business community and being active within professional organizations
• Other duties within the scope of the practice.

Requirements
• Minimum of a Bachelor's degree in Accounting or Finance; Masters in Tax degree, preferred
• 5+ years of recent public accounting firm experience, including managing multiple tax projects and customer engagements
• Significant experience on all types of entity and individual taxes, especially Partnerships and S-Corporations
• CPA certification
• Leadership and project/team management skills
• Excellent communication and networking acumen
• Ability to manage and grow strong customer relationships
• Experience with corporate tax accounting
• Experience with tax software and technology
• Ability to multitask along with demonstration of commitment to continuous learning

ADA REQUIREMENTS

The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Cognitive/Mental Requirements

While performing the duties of this job, the employee is regularly required to:

• Use written and oral communication skills
• Deal with a high level of stress
• Use a high level of concentration
• Read and interpret data, information, and documents
• Analyze and solve non-routine office administrative problems
• Observe and interpret situations
• Learn and apply new information or skills
• Work under deadlines with frequent interruptions
• Interact with internal and external customers and others in the course of work

Physical Requirements

• Regularly required to remain in a stationary position; use hands repetitively to handle, feel or operate standard office equipment; and to talk or hear, both in person and by telephone
• Frequently required to lift and/or move up to 10 pounds and to occasionally lift and/or move up to 25 pounds
• Required to have specific vision abilities which includes close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
• Occasionally required to move about inside the office to access file cabinets, office equipment, etc., and reach with hands and arms, and stoop, crouch or kneel

Working Environment

While performing the duties of this Job, the employee will work under typical office conditions, with the noise level being usually quiet to moderate. Occasional exposure to outside environment when traveling to and from a client's office; off-site locations for meetings/training/events or other outside locations as requested.

Position Type / Expected Hours of Work

Full-time / 40 hours per week, with some overtime as required.

Travel

Travel up to 15% of the time may be required

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions; and
• Interact with internal and external customers and others in the course of work.