Sr. Tax Manager

4 weeks ago

Dallas, United States Optimal Staffing Full time
Job DescriptionJob Description

The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.

Job Duties:

  • Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners individual returns, which may include estates, trusts and charitable entities
  • Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
  • Contributes to client satisfaction by providing timely services and work product
  • Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
  • Tax Compliance
  • Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies and standards
  • Significant 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), is required.
  • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
  • Plans and reviews the tax process and the procedures to be performed to include:
  • Budgeting and staffing
  • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
  • Timely billing including management of identified out-of-scope activity and communication to client
  • Timely collection of A/R
  • Manages client relationships/expectations in accordance with the project
  • Provides advice to clients in a timely manner;
  • Research
  • Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  • Applies most Firm and professional standards for preparation of WTA and tax returns
  • Involves firm specialists, as appropriate
  • Strategy Development
  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses orproviding non-tax benefits
  • Reviews studies of tax implications and offers clients alternative courses of action
  • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
  • Other duties as required


Supervisory Responsibilities:

  • 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
  • Supervises associates and senior associates on all projects
  • Reviews work prepared by associates and senior associates and provide review comments
  • Trains Associates and Seniors how to use all current software tools
  • Acts as a Career Advisor to associates and senior associates
  • Schedules and manages workload of associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associate



Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred
  • Masters degree in Accounting or Taxation, preferred

Experience:

  • 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.
  • Prior supervisory experience, required

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), required
  • Possession of other professional degrees or certifications applicable to role, preferred


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