TITLE: Tax Manager

REPORTS TO: Senior Manager, Principals & Shareholders

SUPERVISES: Senior Accountants, Staff Accountants, & Interns

General Summary of Position:

Responsible for managing client assignments and projects, delivering a high-quality service. This includes coaching, advising, and supporting team members in meeting clients and self-development expectations. Managers are also responsible for client relationships within their area of expertise and for clients assigned to them.

Responsibilities include, but are not limited to:

• Review various tax returns - individual, corporate, partnership, and trust tax returns and make recommendations and decisions to address client needs.
• Ensure the accuracy of tax provision and tax returns including the documentation supporting tax positions.
• Conduct tax research and provide effective solutions for management.
• Supervise and provide assistance to tax staff.
• Prepare quality tax planning and practical approaches to client’s particular tax needs and situation.
• Provide advice that enables the client to increase profitability.
• Maintain and develop business relationships with our clients.
• Assume additional responsibilities and perform special projects as needed.

Education and Experience:

• Bachelor of Science Degree in Accounting.
• Sufficient knowledge of tax provision and tax compliance based on level of experience.
• CPA certification required.
• Minimum of five years of tax experience in a public accounting firm.
  

Qualifications/Skills Required:

• Is able to identify the key stakeholders in a decision-making process and develop working relationships.
• Has the ability to negotiate and persuade clients with integrity and communicates effectively in the sales process - ensures clients have the information they need to make decisions.
• Possesses strong presentation skills.
• Always alert to opportunities to provide additional services to clients.
• Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential candidates.