5+ years of progressive experience in accounting and tax management.
Experience with veterinary practices or closely held businesses is advantageous.
Bachelor's or Master's degree in accounting required.
Current CPA license or Enrolled Agent status with the IRS is mandatory.
Annual completion of 40 hours of continuing professional education is required.
Membership in good standing with the AICPA is essential.
Proficient in accounting and tax software.
Responsibilities
Manage a client portfolio primarily focused on veterinary practices.
Act as the primary advisor and contact for veterinary practice owners and their advisors.
Lead client engagements from planning to delivery, overseeing staffing and budgets.
Resolve complex tax compliance and planning issues in collaboration with specialists.
Review tax returns and workpapers for accuracy and quality.
Delegate tasks and mentor Associates and Senior Associates effectively.
Collaborate with peers and Partners to optimize staffing and manage workloads.
Identify opportunities to expand client relationships and support business development efforts.
Stay updated on tax laws and veterinary industry trends to provide informed advice.
Assist with tax examinations and represent clients before tax authorities as needed.
Understand veterinary practice operations to identify relevant tax and business considerations.
Contribute to initiatives that enhance client experience and operational efficiency.
Benefits
Professional development opportunities and continuing education support.
Collaborative work environment with experienced professionals.
Access to a diverse client portfolio, enhancing career growth.
Opportunities for mentorship and leadership development.
Involvement in strategic initiatives that impact the firm and clients.
Full Job Description
Position Summary:
The Tax Manager will lead tax engagements with a primary focus on veterinary practices and their owners, while also supporting other clients within KSM's Services practice based on experience and business needs. This individual will build and maintain trusted relationships with veterinary practice owners and their advisors while providing technical expertise in tax compliance and planning matters.
The Tax Manager will manage multiple engagements from planning through delivery, serving as a key liaison between Partners, clients, and engagement teams. The role will coordinate workflow and resources, make informed engagement decisions, delegate effectively, and develop Associates and Senior Associates while collaborating with Partners and specialty tax professionals.
Responsibilities:
Manage a portfolio of clients focused primarily on veterinary practices and their owners, with support for other Services practice clients based on experience and business needs.
Serve as a trusted advisor and primary client contact, maintaining year-round relationships with veterinary practice owners, their families, and their legal, investment, and other professional advisors.
Lead multiple client engagements from planning through delivery, including staffing, delegation, budgets, realization, timelines, billing, scope, risk management, and compliance with firm and professional standards.
Provide hands-on support and resolve complex tax compliance and planning issues, including matters affecting veterinary practices and their owners, collaborating with Federal, SALT, and other specialty professionals as appropriate.
Review complex federal, state, and local tax returns, workpapers, and related deliverables for technical accuracy, completeness, and quality, as applicable to the client portfolio.
Delegate work effectively and lead the development and performance management of Associates and Senior Associates through clear expectations, timely coaching, feedback, goal setting, and evaluations.
Partner with peers, Partners, and Resource Coordinators to balance workloads, optimize staffing, and manage engagement capacity across teams.
Maintain proficiency in firm technology and tax systems while supporting team members in their effective use.
Identify opportunities to expand client relationships by introducing KSM specialists and additional services, cultivating referral relationships, and supporting business development efforts alongside senior leaders.
Stay current on federal, state, and local tax laws, regulatory developments, and veterinary industry trends to advise clients and guide engagement teams.
Assist with or manage tax examinations and related tax authority inquiries as appropriate, including representing clients before tax authorities when applicable.
Develop a strong understanding of veterinary practice operations and industry trends in order to identify tax, business, and planning considerations relevant to clients.
Contribute to firm, practice, and operational initiatives that improve processes, enhance the client experience, and support strategic priorities.
Requirements/Qualifications:
A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
Experience serving veterinary practices, business owners, or other closely held businesses is a plus.
Bachelors or Master's degree in accounting.
Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
A current and valid certified public accountant's license or Enrolled Agent with the IRS is required.
Must be a member in good standing with the American Institute of Certified Public Accountants.
Proficiency in use of computers and various accounting and tax computer software.
