Tax Manager

3 days ago


Worthington, Ohio, United States Whalen Cpas Full time

Whalen CPAs is a forward-thinking CPA firm with a strong commitment to growth and development. We are seeking a Tax Manager to lead our team and drive success in tax services.

Key Responsibilities:
  • Oversee tax return preparation, including planning and wrap-up procedures
  • Maintain and develop strong relationships with clients through regular meetings and stakeholder engagement
  • Supervise and train staff and senior associates on engagements, ensuring accurate deliverables and proper documentation
  • Develop and implement engagement plans and approaches for team members, ensuring adherence to firm standards
  • Evaluate and adjust engagement processes to ensure efficient project completion
  • Support department planning efforts, including project assignment, budget creation, and staffing planning
  • Monitor and review engagement realization reports and budgets
  • Review client issues, evaluate solutions, and communicate with clients and firm leaders
  • Oversee technical research and provide summaries to engagement teams and clients as needed
  • Perform complex technical research and focus on professional and leadership development
  • Participate in hiring, onboarding, and training programs for the department
  • Support special projects to improve the department and firm
Requirements:
  • Bachelor's Degree in Accounting required
  • Minimum 5 years of experience in professional services
  • CPA certification required
  • Advanced knowledge of IRS regulations
  • Experience conducting complex technical research and drawing conclusions
  • Advanced knowledge of relevant computer applications, including Microsoft Applications
  • Strong interpersonal and communication skills
  • Problem analysis and problem-solving skills
  • Leadership development and experience managing engagement teams
  • Confidentiality and professionalism

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