General Summary of Position:

Responsible for managing client assignments and projects, delivering a high-quality service. This includes coaching, advising, and supporting team members in meeting clients and self-development expectations. Managers are also responsible for client relationships within their area of expertise and for clients assigned to them.

Responsibilities include, but are not limited to:
• Review employee benefit plan filings, including Forms 5500, 8955-SSA, 990, and 990-T.
• Review various other tax returns which could include corporate, partnership, not-for-profit, individual and trust tax returns and make recommendations and decisions to address client needs.
• Research and tax planning related to Employee Benefit Plans and other tax return matters.
• Supervise and provide assistance to tax staff.
• Maintain and develop business relationships with our clients.
• Assume additional responsibilities and perform special projects as needed.

Education and Experience:
• Bachelor of Science Degree in Accounting.
• Sufficient knowledge of tax provision and tax compliance based on level of experience.
• CPA certification required.
• Minimum of five years of tax experience in a public accounting firm, including experience with ERISA, Employee Benefit Plans, Qualified Plans, and Form 5500 required.

Qualifications/Skills Required:
• Ability to identify the key stakeholders in a decision-making process and develop working relationships.
• Ability to negotiate and persuade clients with integrity and communicates effectively in the sales process - ensures clients have the information they need to make decisions.
• Possesses strong presentation skills.
• Always alert to opportunities to provide additional services to clients.
• Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential candidates.