| The Manager is accountable for all phases of the client tax engagement, including budget, staff, planning, production, first-level or final review, total work quality and profitability of the engagement. Managers act in a leadership role, setting an ethical, technical, quality and leadership example for direct reports and colleagues. A Manager is a CPA and is an integral part of the management team. |
| Responsibilities |
Responsibilities include but are not limited to:
- Facilitates client engagement and manages the client relationship including billing and collecting.
- Serves as point of contact for clients.
- Signs tax returns.
- Develops, trains, and leads team members to greater levels of effectiveness and engagement by providing detailed review and analysis of their work while monitoring key employee performance metrics.
- Schedules and manages workload of team members (direct reports) to promote the most efficient and profitable operation.
- Contributes to the strategic planning and direction of the Tax department.
- Engages in business development opportunities with responsibility for firm growth of new clients and further developing services provided to existing clients.
- Monitors legislative/regulatory tax law developments and updated tax practices that could affect the business climate.
- Provides leadership in an area of focus and specialization including serving on a tax committee.
- Completes special projects as assigned.
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| Qualifications |
JOB REQUIREMENTS
- Bachelor's degree in Accounting or Bachelor's degree with an accounting concentration or equivalent
- CPA
- 5 years of relevant experience
MINIMUM QUALIFICATIONS
- Strong working knowledge of tax law, research techniques, IRS Circulate 230 and other professional standards and regulations
- Experience conceptualizing, developing, and monitoring the work flow for tax preparation
- Experience reviewing complex returns for S Corporations, C Corporations, Partnerships, high-net-worth individuals, estates and trusts, and nonprofits
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PREFERRED QUALIFICATIONS
- Master’s degree in Taxation or Accounting
- Additional professional designations or certifications showing specialization in areas of taxation and/or financial planning
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