Tax Senior Manager

2 weeks ago

San Antonio, Texas, United States Ascend (ascendtogether) Full time

Are you a growth-oriented individual looking for a firm that values innovation and client service? Look no further than ATKG

For over 40 years, we have delivered exceptional Accounting, Assurance, and Advisory services to clients in San Antonio and throughout the United States. As a result, we have been named 2023 Best Places to Work We take pride in the culture we have built at ATKG and continually invest in our business and our people to become better together. But we are not just committed to our clients and employees – we are also committed to our community. Over the last 2 years we have volunteered with Kinetic Kids in the San Antonio

And now, we are taking our commitment to excellence to a new level. In May 2023, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend's shared resources and partnerships, ATKG is well positioned for strong innovation and growth in the years to come

Top reasons to choose to work at ATKG:

  • Be on a team that embraces technology and innovation. We proactively invest in new tools and systems to help you focus more on client service and less on mundane tasks.
  • Benefit from a culture of support. We serve clients collaboratively and have fun while doing it

We need bright, motivated, and energetic people to help us continue to grow. We are currently looking for a Tax Senior Manager to join our Tax business who will exemplify our core values.

  • Positivity: Look for good in all situations and people.
  • Team: We make each other better. We are humble, hungry, and smart.
  • Open: Foster trust, respect, and understanding through thoughtful communication.
  • Insightful: Look beyond what is ordinary and find the extraordinary.
  • Caring: We take an active interest in our team and clients.

What you'll be doing:

  • Performs initial and/or final review of manager, tax senior, tax staff and intern work products.
  • Acts as primary client point of contact for the firm. Identifies opportunities for value added services for clients by staying abreast of their business needs.
  • Communicates staffing and workload issues to Resource Planning.
  • Reviews and confirms assignment objectives, scope, and work plan with client.
  • Resolves work product issues using firm resources.
  • Contributes to the development and management of comprehensive strategies to identify and meet all client needs.
  • Identifies and researches technical issues to ensure compliance with federal, state, and local tax laws.
  • Coaches and mentors' staff to assist with enhancing their skills and further develop their career.
  • Identifies and pursues new clients and identifies any additional needs to cross sell other firm products and services to existing clients.
  • Supports the partner team in the development and planning of strategy, objectives, and budgets.
  • Prepares and/or reviews monthly client bills.
  • Anticipates, identifies, and resolves complex tax-technical issues.
  • Effectively manages expectations, internal and external, concerning changes in project deliverables and/or deadlines.
  • Ability to keep client matters confidential.
  • Other duties as assigned.

Requirements:

  • Bachelor's degree in accounting or finance. Master's degree preferred.
  • CPA Certification required.
  • Minimum 8-10 years tax experience in public accounting setting.
  • Minimum 4-5 years managing client relationships.
  • Minimum 4-5 years supervisory experience.

What we offer:

  • Benefits (Vision, Dental, Medical)
  • Hybrid opportunities available or 100% remote work depending on location
  • A generous PTO packages
  • 401k matching
  • Fun company sponsored activities and events
  • Career & growth opportunities for interested team members

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