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The Tax Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and changes in the tax policy.

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting.  We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. Due to continued growth, we are looking to add a Tax Manager to our team. The Tax Manager has the exciting opportunity to join an experienced team of tax professionals and propel their accounting career forward.The Tax Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and changes in the tax policy. In addition, Tax Manager will be involved in networking and business development. Responsibilities<ul><li>Ensures that clients comply with all applicable authorities, while minimizing tax and reporting burdens</li><li>Ensures tax team complies with all Firm policies and standards</li><li>Identifies when research is needed and clearly frames issues to be researched; concisely reports the analysis of research</li><li>Builds relationships with clients to discuss a variety of federal tax concerns</li><li>Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits</li><li>Advises and provides tax consultations, and communicate high-level tax concepts</li><li>Develops a strong knowledge base through continual education by tax research, reviewing trends, and other practices</li><li>Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation</li><li>Manages engagement workflow, engagement team resources, and engagement billing</li><li>Leads and provides career guidance for the development and motivation of the tax team</li><li>Provides verbal and written performance feedback to associates and senior associates </li><li>Provides technical tax advice and planning services to a portfolio of projects</li><li>Communicates with the IRS and state and local tax authorities</li></ul>Requirements<ul><li>5 - 8 years of prior experience in taxation</li><li>Prior supervisory experience</li><li>Bachelor’s or Master's degree in Tax, Accounting or related field</li><li>CPA or EA certification</li><li>Experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research</li><li>Ability to be a person of influence utilizing strong leadership and mentoring skills</li><li>Excellent verbal, written, and presentation skills</li><li>Analytical, organizational, and project management skills</li><li>Attention to detail and takes ownership</li><li>Professionalism, integrity, and a positive attitude</li><li>Proven success with business development and ability to challenge clients to reach their potential</li><li>Able to travel up to 25%</li></ul>BenefitsRea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.<ul><li>Health Care Plan (Medical, Dental & Vision)</li><li>Retirement Plan (401k)</li><li>Life Insurance (Basic, Voluntary & AD&D)</li><li>Paid Time Off (Vacation, Sick & Public Holidays)</li><li>Family Leave (Maternity, Paternity)</li><li>Short Term & Long Term Disability</li><li>Training & Development</li><li>'Work From Anywhere' option</li><li>Wellness Resources</li><li>Four (4) weeks PTO</li><li>Twelve (12) paid holidays, of which three (3) are floating holidays<a class="external" href="https://puck.to/9QnOGorn" rel="nofollow noreferrer noopener" target="_blank"></a></li></ul>Rea is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Tax Manager

Workable

Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files – Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom   . Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits   .

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. The Senior Tax Associate plays a key role in supporting tax compliance and planning by applying research skills and foundational tax knowledge to identify potential tax issues, gather and analyze client information, and participate in tax planning initiatives. The Senior Tax Associate also uses tax software to prepare returns for review and may supervise and review the work of Associates. The ideal candidate is detail-oriented, analytical, and capable of managing multiple tasks while mentoring junior team members. ResponsibilitiesControl Environment   <ul><li>Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:   </li></ul><ul><li>Applying knowledge of transactional flow and key transactional cycles to complete audit work   </li></ul><ul><li>Documenting, validating and assessing the design and operating effectiveness of the clients’ internal control system   </li></ul><ul><li>Identifying and communicating suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization   </li></ul><ul><li>Supervising and reviewing the work of audit staff    </li></ul>Tax Compliance   <ul><li>Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all firm policies, standards and Rea’s tax quality control policies.    </li></ul><ul><li>Manages projects by planning tax processes and procedures to be performed with quality   </li></ul><ul><li>Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers   </li></ul><ul><li>Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues   </li></ul><ul><li>Meets internal deadlines to match the client expectations for timely delivery of service   </li></ul><ul><li>Identifies book-to-tax differences   </li></ul>ASC 740-10 (FAS 109 and FIN 48) Tax Accruals   <ul><li>Correctly and proactively applies Firm policies, standards, and the Rea’s tax quality control policies regarding FAS 109 and FIN 48   </li></ul><ul><li>Prepares provision workpapers and discusses with the appropriate team members   </li></ul><ul><li>Identify and discuss uncertain positions with team members   </li></ul><ul><li>Review & prepare footnote disclosures in compliance with 740-10-55   </li></ul>Tax Consulting   <ul><li>Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes   </li></ul><ul><li>Identifies consulting opportunities to reduce client’s tax liability  </li></ul><ul><li>Provides efficient and effective support for client consulting projects   </li></ul><ul><li>Gathers relevant information for controversy work, efficiently and effectively   </li></ul><ul><li>Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files – Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom   </li></ul>Research   <ul><li>Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by:   </li></ul><ul><li>Utilizing of internal and external research tools and selecting methodology for routine research requests   </li></ul><ul><li>Documenting and organizing complicated findings in a usable format, based on information obtained from various research resources   </li></ul><ul><li>Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis   </li></ul><ul><li>Applies most Firm and professional standards for preparation of WTA (Withholding Tax Allowance) and tax returns</li></ul>Strategy Development<ul><li>Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits   </li></ul><ul><li>May be required to prepare studies of tax implications and offers clients alternative courses of action   </li></ul>Supervisory Responsibilities:   <ul><li>May supervise and manage the day-to-day work assignments of Associates    </li></ul><ul><li>Provides verbal and written performance feedback to Associates, as necessary   </li></ul><ul><li>Acts as coach and/or mentor to Associates   </li></ul><ul><li>Supervises the work assignments of Associates within assigned engagement team </li></ul>Requirements<ul><li>Bachelor’s degree in Accounting or other relevant field, required    </li></ul><ul><li>Master’s degree in Accounting or Taxation or Master’s degree in Business Administration, preferred, but not necessary if eligible for CPA exam </li><li>Experience with Microsoft Office Suite, specifically Excel, PowerPoint, Word and Outlook   </li><li>Experience with Adobe Acrobat   </li><li>Experience with tax research databases such as BNA and RIA   </li><li>Proficient in tax compliance processing software, including GoFileRoom, AxcessTax, Caseware, BNA Depreciation Software or comparable programs and standard tax workpapers   </li><li>Solid verbal and written communication skills   </li><li>Ability to follow instructions   </li><li>Ability to prepare simple tax returns    </li><li>Capable of taking appropriate action without being asked   </li><li>Seeks advice of appropriate superiors regarding issues and/or problems related to compliance   </li><li>Ability to effectively delegate, work as needed   </li><li>Capable of training other team members    </li><li>Strong analytical, research and critical thinking skills   </li><li>Ability to work well in a team environment   </li></ul>BenefitsRea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.<ul><li>Health Care Plan (Medical, Dental & Vision)</li><li>Retirement Plan (401k)</li><li>Life Insurance (Basic, Voluntary & AD&D)</li><li>Paid Time Off (Vacation, Sick & Public Holidays)</li><li>Family Leave (Maternity, Paternity)</li><li>Short Term & Long Term Disability</li><li>Training & Development</li><li>Wellness Resources</li><li>Four (4) weeks PTO</li><li>Twelve (12) paid holidays, of which three (3) are floating holidays</li></ul>Rea is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Senior Tax Associate

The Tax Supervisor oversees tax compliance, consulting and planning by interpreting tax code and regulations, and performs first review of complex tax preparation, tax research and tax planning. The Tax Supervisor advises clients on appropriate tax strategies for their organizations while also providing work direction and technical guidance to less experienced staff.

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting.  We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. Due to continued growth, we are looking to add an energetic and enthusiastic Tax Supervisor to our team. This is an outstanding opportunity to join a team who continues to focus on the strategic initiatives of our firm and solidify our client relationships and client base.The Tax Supervisor oversees tax compliance, consulting and planning by interpreting tax code and regulations, and performs first review of complex tax preparation, tax research and tax planning. This role also ensures all appropriate tax returns filed are in compliance with relevant IRS and state regulations. The Tax Supervisor advises clients on appropriate tax strategies for their organizations while also providing work direction and technical guidance to less experienced staff.Responsibilities<ul><li>Build relationships with clients to discuss a variety of federal tax concerns</li><li>Advising and providing tax consultations, and communicating tax concepts</li><li>Developing a strong knowledge base through continual education by tax research, reviewing trends, and other practices</li><li>Managing engagements workflow, engagement team resources, and engagement billing</li><li>Providing technical tax advice and planning services</li><li>Supervising and reviewing the work of staff</li><li>Obtain a general understanding of pertinent IRC sections and regulations</li><li>Obtain a working knowledge of tax research and the various tax research sources</li><li>Interact with all client personnel in an intelligent and professional manner</li><li>Possesses skills necessary to develop quality client relationships</li></ul>Requirements<ul><li>3-5 years of prior experience in taxation</li><li>Experience leading others</li><li>Bachelor’s or better in Tax, Accounting or related field</li><li>CPA or EA certification preferred </li><li>Must have public accounting experience</li><li>High performer at an existing firm</li><li>Super Regional or Top 100 firm experience a plus</li><li>Understand Tax Law changes or how to navigate resources</li><li>Solid understanding and experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research</li></ul>BenefitsRea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.<ul><li>Health Care Plan (Medical, Dental & Vision)</li><li>Retirement Plan (401k)</li><li>Life Insurance (Basic, Voluntary & AD&D)</li><li>Paid Time Off (Vacation, Sick & Public Holidays)</li><li>Family Leave (Maternity, Paternity)</li><li>Short Term & Long Term Disability</li><li>Training & Development</li><li>Wellness Resources</li><li>Four (4) weeks PTO</li><li>Twelve (12) paid holidays, of which three (3) are floating holidays</li></ul>Rea is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Tax Supervisor

The Accounting Manager, Client Advisory Services acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support .

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting.  We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.The Accounting Manager, Client Advisory Services acts as the primary client contact, building relationships, facilitating meetings, and providing guidance and feedback to junior team members while ensuring high-quality service and support for clients. This role applies accounting theories and principles to resolve complex business challenges and optimize financial processes, ensuring accurate financial reporting and compliance.  <h3>Job Duties</h3><ul><li>Apply accounting theories, principles, and systems design to address complex business challenges and optimize financial processes </li><li>Review accounts and research discrepancies</li><li>Provide oversight of the accounts receivable and accounts payable process</li><li>Ensures timely invoicing, collection, accurate and efficient bill payment processing, and reconciliation activity </li><li>Develop work plans, project timelines, and key milestones </li><li>Review journal entries, ensure accurate financial reporting and compliance with regulatory requirements </li><li>Review account balances and financial statements </li><li>Research issues identified by staff and works toward resolution </li><li>Ensure proper workpaper documentation for all accounts </li><li>Managing regulatory requirements and internal reporting deadlines </li><li>Participate in quality assurance initiatives  </li><li>Review of work done by themself and others before submission, including balance sheet reconciliations, P&L classification and state and local tax filings for accuracy and compliance</li><li>Communicating frequently and effectively with client contacts </li><li>Provide general accounting feedback and recommendations to clients </li><li>Ensure delivery goals are met by the team through process management and inter-departmental communication </li><li>Identify client issues and deficiencies and assist with recommending solutions </li><li>Act as the primary client contact </li><li>Build client relationships and involve other team members to leverage diverse perspectives and deliver comprehensive solutions </li><li>Actively listen to clients, provide timely responses and address client needs effectively </li><li>Facilitate client meetings and involve junior team members in these </li><li>Manage client workload and projects from initiation to completion, developing workplans, project timelines, and key milestones </li><li>Manage multiple projects effectively, coordinating resources, monitoring progress, and ensuring deadlines are met, and clients receive the highest level of service and support </li><li>Prepare, communicate and monitor budgets on client engagements </li><li>Act as a coach to junior team members  </li><li>Share knowledge, insights, and best practices with others through training, coaching, or mentoring </li><li>Provide timely feedback to team members </li><li>Highlight performance strengths and weaknesses for team members, focusing on behaviors and outcomes </li><li>Facilitate frequent meetings with direct reports and assists with setting their performance goals </li><li>Supervise a team for day-to-day management of scheduling, training and procedure </li><li>Provide guidance and direction to team members to develop skills and overcome challenges </li><li>Delegate work effectively to staff based on their qualifications, capabilities, and interests </li><li>Manage staff workload ensuring optimal utilization of resources and maintaining a healthy balance for team members </li><li>Act as a technical resource to support project teams, troubleshoot issues, and provide guidance </li><li>Recognize issues and develop resolutions and consults with leadership if necessary </li><li>Communicate potential additional service offerings to clients  </li><li>Nurture established networks in establishing full-cycle business development </li><li>Participate in the development and implementation of solutions to clients </li><li>Complete and document research calls in a timely fashion</li><li>Other duties as assigned</li></ul>Requirements<ul><li>Knowledge of the market and industry trends </li><li>Prior business experience and ability to apply that experience to a wide range of client situations </li><li>Technology skills in MS Word, Excel, PowerPoint, and Outlook, QuickBooks, QuickBooks Online, and other software </li><li>Familiarity using a CRM </li><li>Ability to motivate and lead staff </li><li>Strong attention to detail </li><li>Ability to meet tight deadlines and manage unexpected and sometimes urgent firm or client matters as they arise </li><li>Project management and time management skills</li><li>Unrelenting commitment to client satisfaction </li></ul>Education: <ul><li>Bachelor’s degree in accounting </li><li>Master’s degree preferred </li></ul>Experience: <ul><li>Minimum of 5-7 years of experience or relevant experience </li><li>Team and project management experience required  </li></ul>Licenses/Certifications: <ul><li>QuickBooks Online Pro Advisor Certification </li><li>CPA License  </li></ul>BenefitsRea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.<ul><li>Health Care Plan (Medical, Dental & Vision)</li><li>Retirement Plan (401k with 3% contribution)</li><li>Life Insurance (Basic, Voluntary & AD&D)</li><li>Family Leave (Maternity, Paternity)</li><li>Short Term & Long Term Disability</li><li>Training & Development</li><li>Wellness Resources</li><li>Four (4) weeks PTO</li><li>Twelve (12) paid holidays, of which three (3) are floating holidays</li></ul>Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.

Accounting Manager, Client Advisory Services

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