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Tax Manager

4 months ago

Wheeling, United States Management Business Solutions Full time

The Tax Manager role is responsible for managing staff, client assignments and projects and delivering a high-quality service. Additional responsibilities include assisting with overseeing office operations and staff, client service activities, quality, reporting, production revenue budget and forecasting; and working in conjunction with the Senior Manager/ Principal on maximizing performance including production revenue maximization, and staff development. This includes coaching, advising, and supporting team members in meeting client and self-development expectations. In addition, the position will be responsible for following and enforcing all firm and staff policies and procedures.

Supervisory and Leadership Focus :

-Provide effective and respectful leadership to associates through planning of appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations & providing feedback on performance (semi-annual basis), recognition/celebration, coaching, counseling reports and/or discipline; creating career growth opportunities and associate development plans.

-Understand skillsets and capabilities of Associates and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process

Firm Focus:

-Participate in Firm non-billable activity, as requested.

-Influence peers and subordinates in a constructive manner that reflects the Firm's core values.

-Shows interest and contributes to Firm's on-going initiatives.

-Understand how Gallup Strengths functions as part of the team/organization.

-Anticipates and communicates budget issues, identifies opportunities to improve assignment profitability, and assists in billings and collections.

Client Service:

-Serve as the Tax client service coordinator for appropriate clients.

-Advise clients on a full spectrum 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.

Business Development:

-Promote the Firm to clients, business associates and through community events.

-Understand lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm

-Be aware of and communicate with owners all potential opportunities for new clients and additional services for existing clients.

-Able to detect the need for and pitch additional service lines to clients.

Technical Expertise:

-Prepare tax returns.

-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.

-Reviewing research findings and ensuring 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.

EXPERIENCE

-Well-versed about U.S. accounting standards (cash, tax and accrual basis)

-Proficient in accounting and financial reporting skills.

- Proficient in computer software programs and technology utilized by the Firm.

-Retain general knowledge regarding FASB and IRC

-Minimum of 4 years' experience