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Senior Tax Manager
2 months ago
WHY: We exist to grow family legacies, and in doing so, will redesign the structure of public accounting.
HOW: Through passion, generosity, and expertise.
WHAT: We are accountants that offer concierge-level service.
The senior manager will help us carry out our mission by 1) having a passion to learn, 2) having a passion to teach, 3) fostering a work atmosphere that showcases an unrivaled level of commitment to team work, which will ultimately be conducive to all members of the team providing an excellent service to our clients, and 4) continuously challenging the “norm” and how we may change the structure of public accounting, through firm initiatives and strategic planning. Senior managers will not only offer countless hours of training and one-on-one coaching to new managers, supervisors, seniors, associates, and interns, but they will also be asked to commit to meetings and gatherings focused on firm improvement (generosity of time). Ultimately, the senior manager will be a champion in several technical areas due to their depth of expertise. The senior manager will also be a leader in the firm when it comes to their focus on continuous improvement in all aspects of our business.
Responsibilities:
- Develops and nurtures long-term relationships with client senior management.
- Develops solutions for clients and champions the implementation of ideas.
- Reviews and confirms assignment objectives, scope and work plan with client.
- Identifies assignment resource requirements and ensures the most appropriate resources are assigned to specific assignment roles.
- Anticipates, identifies and resolves complex tax-technical issues.
- Seeks regular client assessment of assignment progress and overall feedback on performance/value add.
- Develops assignment budgets and monitors realization.
- Works with the partner group to generate leads, contacts and sales – including developing and closing assignment proposals.
- Manages the group to ensure profitability in the short and long term.
- Supports the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements.
- Supports the partner team in the development and planning of practice unit strategy, objectives, and budgets.
- Development of industry expertise and profiling of the firm.
- Identifies and develops new initiatives to increase retention, meet resourcing needs, utilization and people development.
- Builds on strong coaching skills to mentor key talented managers in the business.
- Stays current on applicable tax law changes and other regulatory updates and communicates updates to the team and impacted clients.
- Willing to take tough stands with clients (internal and external) and with staff; delivers sensitive messages with diplomacy and tact.
- Engages in ongoing personal development.
Requirements:
- Bachelor’s Degree in Accounting or Finance
- CPA license required
- 8+ years of accounting experience
- 8+ years of working in a public accounting firm
- Tax experience with individuals and businesses
