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Tax Manager

4 months ago

Wheeling, United States 77 Consultants Full time
Job DescriptionJob DescriptionAs a Tax Manager, you will be responsible for managing staff, client assignments, and projects, and delivering high-quality service. Additionally, you will assist in overseeing office operations and staff, client service activities, quality, reporting, production revenue budget, and forecasting. You will work in conjunction with the Senior Manager/Principal to maximize performance, including production revenue maximization and staff development. You will coach, advise, and support team members in meeting client and self-development expectations.
In addition, you will be responsible for following and enforcing all firm and staff policies and procedures.

Supervisory Responsibilities:
- Provide effective and respectful leadership to associates by planning appropriate staffing levels, interviewing, selecting, orienting, and training.
- Communicate performance expectations and provide feedback on performance (semi-annually), recognition/celebration, coaching, counseling reports and/or discipline.
- Create career growth opportunities and associate development plans.
- Understand skillsets and capabilities of Associates and monitor and review work products they prepare and report on performance while articulating coaching notes throughout the process.

Duties/Responsibilities:
- Serve as the Tax client service coordinator for appropriate clients.
- Advise clients on a full range of corporate tax services, including planning, research, compliance, and general business activities.
- Manage client needs with respect to tax services and federal and state tax compliance.
- Promote the Firm to clients, business associates, and through community events.
- Prepare tax returns and provide detailed review and analysis of tax returns.
- Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm.
- Review research findings and ensure conclusions are consistent with firm policies and professional standards.
- Assist with new business development, extended service, and tax issue recognition for existing clients.
- Remain up to date on current tax practices and changes in tax law.

Required Skills/Abilities:
- Expert knowledge of general financial accounting and cost accounting.
- Understanding of and ability to adhere to generally accepted accounting principles.
- Proficient in computer software programs.
- Retain general knowledge regarding FASB and IRC.
- Excellent organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite or similar software.

Education and Experience:
- Bachelor’s degree in Accounting, Finance, or related discipline required.
- Preferred MBA or related degree.
- CPA or EA.
- Preferred 7-10 years of related tax experience.
- Preferred 3-5 years of related management experience.

Physical Requirements: - Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.

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