Tax Senior Manager

1 month ago


Phoenix, Arizona, United States Eide Bailly Full time
About Eide Bailly

Eide Bailly is a top 25 CPA and business advisory firm with over 40 offices in 15 states across the Midwest and western United States. We pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home.

Job Summary

We are seeking a Tax Senior Manager to join our team of experienced professionals. As a Tax Senior Manager, you will oversee a team of staff to serve exempt organization clients across all segments of the nonprofit industry. You will assist in the management and delivery of client projects, including review and analysis of client data, preparation of required calculations, and review of supporting documents.

Key Responsibilities
  • Oversee a team of staff to serve exempt organization clients
  • Assist in the management and delivery of client projects
  • Review and analyze client data, prepare required calculations, and review supporting documents
  • Manage numerous client expectations to ensure tax returns and other projects are completed correctly and by the required deadline
  • Provide consulting services related to exempt organization issues
  • Assist with analysis of alternative investments for foreign and state reporting issues
  • Interface with clients and approach client interactions with maturity and discretion
  • Participate in audit planning meetings, client interviews, and client board meetings
  • Work collaboratively with audit teams to complete Uncertain Tax Position memos and review applicable financial statement tax footnotes
  • Listen to client needs and recognize additional services that could provide value
  • Proactively recognize problems and risks and identify alternate solutions to client situations
  • Perform special tax projects and research for clients
  • Communicate with clients, audit teams, other tax professionals, and other Eide Bailly Specialty Service providers
  • Develop and present on technical issues for internal and external seminars and trainings
  • Participate in professional association meetings and forums
  • Coach or mentor staff members to assist with enhancing their skills and further developing their career
  • Develop and manage client relationships
  • Network, build relationships, and attract new clients or business for the Firm
  • Bill clients for the services and guidance provided
Requirements
  • Bachelor's Degree in Accounting or J.D. (required)
  • 10+ years of tax experience with exempt organizations
  • Valid Certified Public Accountant license preferred, but not required if JD
  • Proficient in tax research
  • Ability to read a financial statement and understand accounting principles
  • Excellent oral and written communication skills
  • Self-starter with ability to work independently
  • Hold yourself to high ethical standards and maintain client confidentiality
  • Delegate work to the right level, setting clear expectations around results and timelines
  • Understand how to individualize your approach when managing staff
  • Use effective listening and questioning skills when talking with clients to understand their needs
  • Strong written and oral communication skills
  • Clients trust you
  • Motivated to advance in your career and look forward to growing and managing a book of business
What to Expect Next

We'll be in touch if you look like the right fit for our position. One of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on our website or social media channels.

Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.


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