Senior Manager, Core Tax Services

1 week ago


Washington, United States @Orchard Full time
Job DescriptionJob DescriptionSenior Tax Manager, Core Tax Services
Specialty: S-corps, Foundations & GiftsHybrid Work must be accessible to the Metro DC Area
@Orchard has been retained to assist our client, a leading professional services firm, as they seek to build out further capability within their Core Tax Services Practice. They are seeking all levels of individuals with experience supporting clients of pass-through entities, most notably S-corps. If you have experience in that area of Tax, are located within commuting distance of Baltimore, DC, or McLean, VA, and are seeking a hybrid work opportunity (2-3 days in the office), we need to hear from you.

Our client has a nationwide presence, as well as representation in 160 countries. They are the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to their compensation and Total Rewards benefits* offerings.

Our client practices an open and inviting culture and employee experience, enabling employees to play an active role in setting their schedules of billable tasks to accommodate the balance we all strive for in life. New employees are assigned both a peer buddy and a formal career advisor from day one, to ensure ease of assimilation and clarity of purpose in terms of career advancement. Our Senior Managers lead teams, build lasting client relationships, and actively participate through volunteerism in their community.

As the Senior Tax Manager, you will provide tax and consulting services to business clients with pass-through entities and to their business owners.

Job Duties:
  • Perform tax planning, preparation, and research for pass-through entities (S-corps, LLCs, Partnerships) and the business owners’ returns, which may include estates, trusts, and charitable entities.
  • Manage client engagements, supervise, and review work of team members, and work closely with clients and, internal managers and partners.
  • Tax Compliance
    • Ensure clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens while ensuring you and the team comply with all Firm policies, standards, and the Tax Quality Manual (“TQM”)
    • Utilize your knowledge of taxation related to personal income, estate, and gift tax, and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation).
    • Conduct a top-level review of T/R and resolve all tax issues with clients; involve specialists where appropriate.
    • Plan and review the tax process and the procedures to be performed to include:
      • Budgeting and staffing
      • Monitoring engagement process and actual time incurred vs. budget with the assistance of Senior
      • Timely billing includes management of identified out-of-scope activity and communication to clients.
      • Timely collection of A/R
  • Research
    • Identify when research is needed, clearly and concisely frame issues to be researched; and clearly and concisely report the analysis.
    • Involve firm specialists, as appropriate.
  • Strategy Development
    • Introduce and develop new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
    • Review studies of tax implications and offer clients alternative courses of action.
    • Identify and leverage lessons learned on prior projects, to improve processes and methods.
Supervisory Responsibilities:
  • Be responsible for building a team of professionals by training and working together to serve our high-net-worth clients with timely responses to their needs.
  • Supervise associates and senior associates on all projects.
  • Review work prepared by associates and senior associates and provide review comments.
  • Act as a Career Advisor to associates and senior associates.
  • Schedule and manage the workload of associates and senior associates.
  • Provide verbal and written performance feedback to associates and senior associates.
Qualifications, Knowledge, Skills, and Abilities:
Education:
  • A Bachelor’s degree is required; a major in Accounting, Finance, Economics, or Statistics, is preferred.
  • Master’s degree in accounting or taxation, preferred
Experience:
  • To be considered for a Senior Manager, you must demonstrate eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients. If you have between 5 and 8 years of experience could qualify as a Manager.
License/Certifications:
  • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), is required.

If you match the requirements for this opportunity and believe you have the experience and talent to succeed in the role, we need to hear from you

Established in 2010, @Orchard LLC, also known as, Talent Orchard has an exceptional reputation, providing staffing solutions to time-sensitive, talent scarcity issues to deliver better talent management ROI. Our specialty lies in the critical area of program talent acquisition and resource management, not in one narrow skillset, but across many areas of technical and functional delivery. To learn more about our other exciting opportunities, visit our Jobs Page at www.atOrchard.com.


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