Senior Manager, Core Tax Services Expert

4 weeks ago

Potomac, Maryland, United States Orchard , CO Full time
Job Summary:

As a Senior Manager, Core Tax Services, you will lead a team of professionals in providing tax and consulting services to business clients with pass-through entities and their business owners. You will be responsible for managing client engagements, supervising and reviewing work, and working closely with clients and internal managers and partners.

Key Responsibilities:
  • Perform tax planning, preparation, and research for pass-through entities (S-corps, LLCs, Partnerships) and the business owners' returns, which may include estates, trusts, and charitable entities.
  • Manage client engagements, supervise, and review work of team members, and work closely with clients and internal managers and partners.
  • Tax Compliance
    • Ensure clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens while ensuring you and the team comply with all Firm policies, standards, and the Tax Quality Manual (TQM)
    • Utilize your knowledge of taxation related to personal income, estate, and gift tax, and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation).
    • Conduct a top-level review of T/R and resolve all tax issues with clients; involve specialists where appropriate.
    • Plan and review the tax process and the procedures to be performed to include:
      • Budgeting and staffing
      • Monitoring engagement process and actual time incurred vs. budget with the assistance of Senior
      • Timely billing includes management of identified out-of-scope activity and communication to clients.
      • Timely collection of A/R
  • Research
    • Identify when research is needed, clearly and concisely frame issues to be researched; and clearly and concisely report the analysis.
    • Involve firm specialists, as appropriate.
  • Strategy Development
    • Introduce and develop new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
    • Review studies of tax implications and offer clients alternative courses of action.
    • Identify and leverage lessons learned on prior projects, to improve processes and methods.
Supervisory Responsibilities:
  • Be responsible for building a team of professionals by training and working together to serve our high-net-worth clients with timely responses to their needs.
  • Supervise associates and senior associates on all projects.
  • Review work prepared by associates and senior associates and provide review comments.
  • Act as a Career Advisor to associates and senior associates.
  • Schedule and manage the workload of associates and senior associates.
  • Provide verbal and written performance feedback to associates and senior associates.
Qualifications, Knowledge, Skills, and Abilities:

Education:
  • A Bachelor's degree is required; a major in Accounting, Finance, Economics, or Statistics, is preferred.
  • Master's degree in accounting or taxation, preferred
Experience:
  • To be considered for a Senior Manager, you must demonstrate eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients. If you have between 5 and 8 years of experience could qualify as a Manager.
License/Certifications:
  • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent of one of these designations), is required.
About Orchard, CO:

Orchard, CO is a leading professional services firm that provides staffing solutions to time-sensitive, talent scarcity issues to deliver better talent management ROI. Our specialty lies in the critical area of program talent acquisition and resource management, not in one narrow skillset, but across many areas of technical and functional delivery. To learn more about our other exciting opportunities, visit our Jobs Page at www.atOrchard.com.

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