Tax Manager

The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns whether prepared personally or by supervision of others. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Tax Manager may have input on any tax issue presented. This particular position is looking for someone who has extensive experience with partnerships and S Corporation tax filings (1065s and 1120S), as well as some experience with individual/trust tax filings (1040s and 1041s).

Responsibilities

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity; Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary; Delegates, manages, and performs tax research projects to achieve an accurate and efficient product; Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients; Acts as a resource for tax preparer/specialists and A&A staff on specific tax issues and/or questions; Coordinates with M&A, SALT, and ITS tax specialty teams on projects to deliver an accurate and efficient product; Assists and supervises tax preparer with the more complex business returns; Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner; Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients; Maintains familiarity with qualifications of all tax staff members and reviews staff assignments for appropriateness; Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs; Assumes responsibility for smooth flow of tax returns through the tax preparation system; Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters; Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate; Participates in firm’s practice development efforts through involvement with referral sources, community and industry activities; Responsible for engagement profitability — billings and collections; Participates in firm’s committees and management meetings; Proficiency in use of computer tax preparation, tax research, and tax planning software programs; Ability to operate a computer and calculator; Willingness to become a part of the firm’s Mentoring Program; Performs such other duties as may be assigned

Requirements

Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification; 5+ years of experience in tax at a public accounting firm or equivalent; Extensive experience with partnerships and S Corporation tax filings (1065s and 1120S); Some experience with individual/trust tax filings (1040s and 1041s); Excellent oral and written communication skills; Demonstrate leadership and supervisory skills; Strong interpersonal skills, including proven experience liaising with clients; Self-starter with the ability to work independently and use good judgment; Minimum of 40 hours of continuing education required each year; Participates in career development program to improve managerial, communication, and interpersonal skills

Nice to have

Masters of Science degree in Taxation or a J.D.