Tax Manager
2 weeks ago
The Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. The Manager makes decisions on all but the most unusual tax situations.
Responsibilities
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
Performs all task related to client service and sees that assignments are accomplished within budgeted time.
Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
Assumes tax preparation responsibility for the more complex business returns.
Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
Adheres to accurate and timely billing and collection processes are made.
Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
Supervisory Responsibilities:
Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
Participates in reviews and evaluations of the Tax Department.
Qualifications
At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
Minimum one (1) year experience supervising and directing work of tax preparers.
Bachelor’s degree in accounting required, master’s degree in taxation preferred.
A current and valid certified public accountant’s license is required.
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