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Tax Manager
1 month ago
• Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify
client issues and conflicts: proactively communicate solution options to client and team.
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.
- 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.
• Conducts top-level review of Tax Return and resolves all tax issues with the client.
• Timely billing including management of identified out-of-scope activity and
communication to the client.
• Develops an in-depth understanding of the technical and practical issues and
opportunities regarding one or more areas of taxation, e.g., individual, corporate,
property, sales, corporate, pass-through, state, and local, international.
• Supervises associates and senior associates on all projects.
Requirements
Education:
• Bachelor's degree, required; Accounting degree preferred
Minimum Qualifications:
• Eight to Ten years of prior experience in corporate tax, pass-through entities, and high-net
worth individual clients required
• Experience in International, Estate, and Gift Tax preferred
License/Certifications:
• CPA certification or EA required
Software:
• Proficient in the use of Microsoft Office Suite, specifically Word, Excel, required
• Proficient in UltraTax or Similar Program, QuickBooks, and Practice Management Programs
required.