Tax Strategy Manager

1 week ago


Raleigh, North Carolina, United States The Ladders Full time
Position Overview: The Tax Advisory Manager is responsible for overseeing the Tax Advisory and Technical Accounting engagement work plans. This role requires strong leadership, project management capabilities, and a commitment to client service while fostering the professional growth of team members.

Key Responsibilities:
  • Consult with clients from both private and public sectors regarding the tax implications of their business strategies, assess alternative actions, and identify compliant methods for adhering to tax laws and regulations, including ASC 740 accounting requirements.
  • Calculate tax provisions for both global and domestic interim and year-end income tax provisions.
  • Identify complex tax challenges within engagements and explore opportunities for additional service offerings, presenting these issues and potential solutions to the Director.
  • Stay informed on changes in tax policy and legislation to ensure the tax provision model accurately reflects the necessary calculations.
  • Prepare reconciliations for tax accounts and assist in validating deferred tax and tax payable balances.
  • Conduct research on intricate tax and technical accounting subjects to draft and review basic tax technical memos, as well as more complex documents to support significant tax accounting positions.
  • Provide subject matter expertise to internal teams and financial statement auditors.
  • Lead client discussions to cultivate strong relationships and ensure exceptional service, while managing project status and developing plans for timely completion of deliverables.
  • Understand engagement economics, effectively leverage team resources, and monitor project margins, scheduling, and invoicing to meet deadlines.
  • Build connections with team members, peers, and senior leaders within the firm.
  • Manage a revenue portfolio of $1,200,000.
  • Support firm initiatives and professional development opportunities.
  • Encourage collaboration and relationship-building in a hybrid work environment.
Required Skills and Qualifications:
  • Extensive knowledge of tax regulations, particularly ASC 740/FIN 48.
  • Experience with Federal R&D credits is preferred.
  • Ability to thrive in a dynamic environment with shifting priorities.
  • Strong interpersonal skills for effective teamwork and client relationship management.
  • Exceptional written and verbal communication abilities.
  • Proactive in recognizing opportunities to represent the firm and expand the client base.
  • A strong desire for continuous learning and professional growth.
  • Proficient in Microsoft Office Suite, particularly Excel, and familiar with tax software.
Education and Experience:
  • Bachelor's degree in Accounting or a related field is required.
  • Near completion of CPA Certification.
  • A minimum of 6 years of relevant accounting experience, preferably in public accounting or a combination of public and corporate tax.
  • At least 3 years of supervisory experience is preferred.
Physical Requirements:
  • Ability to sit for extended periods while working on a computer.
  • Occasional lifting of items up to 30 pounds.
  • Willingness to travel up to 25% of the time.
Equal Employment Opportunity: This position is exempt under the Fair Labor Standards Act. The Ladders is committed to providing equal employment opportunities to all employees and applicants, prohibiting discrimination and harassment of any kind based on various protected characteristics.

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