Senior Tax Manager

5 days ago


Columbus, Ohio, United States Whalen CPAs Full time
Job Opportunity

Whalen CPAs is a leading CPA firm seeking a Senior Tax Manager to join our team. As a key member of our tax department, you will be responsible for managing client engagements, leading engagement teams, and providing technical expertise to clients.

Key Responsibilities
  • Manage complex client engagements, including planning, procedures, and client reports and filings.
  • Maintain and build significant client relationships, including new clients and key stakeholders.
  • Direct staff in establishing engagement plans and approaches, and implement adjustments to ensure firm standards are met.
  • Review engagement realization reports, complete client billing, and implement changes to engagement processes and approaches to improve profitability.
  • Oversee technical research, including identifying topics to research, assigning research to team members, and summarizing research for clients.
  • Perform complex technical research and provide recommendations to clients.
  • Review complex client issues and work with engagement teams to identify solutions and determine recommended approaches.
  • Participate in training for the department to ensure concept application, compliance, and knowledge development.
  • May assist the Department Manager with hiring, on-boarding, training, and performance management programs.
  • Participate in business development activities on behalf of the firm and lead efforts to obtain new clients.
  • Support and participate in the implementation of special projects to improve the department and firm.
Requirements
  • Bachelor's Degree in Accounting or related Business Degree required.
  • Minimum 7 years of experience in a professional services role.
  • CPA or advanced degree.
  • Experience managing client engagements, engagement teams, and staff.
  • Advanced knowledge of IRS regulations required.
  • Experience completing complex technical research and publishing technical articles.
  • Business development experience, including previous history of securing new clients.
  • Strong leadership skills required.

Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

At Whalen CPAs, we value our employees and strive to create a work environment that is supportive, inclusive, and respectful. We believe that our employees are our greatest asset and are committed to providing opportunities for growth and development.


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