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Tax Manager

2 months ago

Brookfield, United States SVA Inc Full time
SVA is looking for a Manager to join our growing Tax team in our Brookfield, WI location. This is the opportunity you have been looking for In this role, you will refine your skills across several industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing interactions and share your knowledge of how accounting impacts the business world to our more junior staff. Collaborate with an accomplished and diverse team of professionals and enhance your career with personalized development and mentoring opportunities. Demonstrate your expertise and leadership skills, while building your career in an independent and growing professional services firm that has been certified as a Great Place to Work®SVA + You. Together, We Serve. People. Better.

Overview:

As a Tax Manager you are the point person for tax work and tax matters, including supervising staff on tax-related assignments, keeping up to date on changing tax laws and participating in tax training, and more.

60-70% Client Work

  • Execute engagements from start to finish by coordinating all phases of an engagement while ensuring budget allocations are achieved.
  • Supervise the preparation of all work products to be provided to the client.
  • Maintain continuous contact with clients throughout the business year and develop a thorough understanding of the client and all facets of their business.
  • Act as main contact for new client onboarding.
  • Maintain confidentiality with client information in accordance with related laws and regulations and adhere to all SVA policies and procedures.
  • Ensure all duties are performed efficiently, and to a satisfactory level, typically requiring 55-60 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
  • All other duties as assigned
20-30% Supervision and Leadership
  • Assign work to staff members on the basis of their knowledge and capabilities.
  • Prepare and discuss staff performance evaluations.
  • Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers.
  • Effectively lead others, and be actively involved with staff development, take ownership of staff engagement and retention. Conduct stay interviews and work with leadership to resolve any themes.
  • Actively participate in interview panels.
  • As appropriate, transfer the client relationship to junior staff to ensure the right work is being performed at each level.
  • Provide individualized and meaningful recognition to staff members. Focus on intrinsic rewards.
  • Align with the firm strategy and communicate developments to staff. Explain the "why."
10% Professional, Personal and Business Development
  • Work with mentor to continue to develop career path.
  • Participate and/or lead in SVA and community events, professional, civic or charitable organizations
  • Actively participate in a business and/or industry association.
  • Utilize internal and external learning opportunities.
  • Serve as a mentor to multiple members of the accounting staff.
  • Expand services for existing clients.
  • Develop and present internal and external training, including writing articles for publication.
  • Achieve client retention targets.
  • Achieve new and existing cross selling and upselling goals.


Qualifications:

Education: Bachelor's degree in Accounting or related field required.

Experience: Minimum of 6 years' experience in public accounting required.

Professional Certification: CPA, EA, or equivalent certification required.

Apply Today

Begin a long-term relationship with a company where motivation drives advancement. We invite you to explore employment opportunities with us and see how you can have an exciting and enjoyable career

SVA is certified as a great workplace by the Great Place to Work® institute.

SVA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

SVA participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU..