Tax Manager

Summary

In our part-time tax role, you will communicate with our clients and gain an understanding of their tax situations and how we can help them with tax compliance and planning matters. This role will primarily focus on managing a portfolio of individual and trust tax clients, particularly surrounding tax deadlines, while providing exceptional client service and serving as a trusted point of contact for client needs throughout the year.

Essential Functions

• Adhere to professional ethics of the firm and AICPA.
• Adhere to firm policy regarding client confidentiality.
• Demonstration of professional interest in providing clients with quality services and personal attention by performing above and beyond the call of duty if necessary.
• Assists in handling routine questions and audits from federal or state agencies.
• Serves as the primary point of contact for assigned clients, proactively managing client relationships, addressing client needs, and providing timely communication throughout the engagement process.
• Provides clients with timely top-quality service by instilling a service commitment in associates and seniors and providing adequate direct supervision at all stages of the engagement.
• Assists client by advising of tax implications of their business objective and recommended alternate courses of action.
• Successfully manages the planning, administration, and conclusion of client engagements.
• Performs primary review of tax returns and written tax advice as requested.
• Reviews tax law developments and determines which developments apply to clients.
• Recognizes potential technical tax issues. Works with partners and other client service team members and appropriate firm experts to manage timely resolution
• Identifies and brings to the partner's attention potential high-risk engagement issues.
• Meet chargeable hour goal.
• Fosters a team environment within the department and firm.
• Act as a mentor and role model for staff.
  
  

Position Requirements

• Bachelor's or Master's degree in Accounting/Finance or other relevant degree program
• CPA license required
• Five to seven years of public accounting experience, preferred
• Significant experience preparing and reviewing individual and trust tax returns
• Strong client relationship management skills with the ability to work directly with clients, understand their needs, and provide exceptional service.
• Proficient in Microsoft Office applications
• Ability to multi-task with excellent written and verbal communication skills
• Must be able to meet assigned deadlines in a fast-paced, team environment