Tax Manager

#LI-HS1 #LI-Hybrid
Essential Functions and Primary Duties
-
Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
-
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
-
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
-
Understand the client’s organization, procedures and internal policies
-
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
-
Manage and retain multiple client relationships, engagements and special projects
-
Develop overall engagement budget
-
Consistently meet charge hour goals
-
Responsible for billing and realization on assigned clients; explain variances
-
Supervise, train and mentor staff; listen and communicate effectively
-
Foster a team environment; demonstrates support of management and decisions and build a positive culture
-
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
-
Additional responsibilities as assigned

Preferred Qualifications

-
Master’s degree in Accounting, Taxation or related field
Minimum Qualifications Required

• Bachelor’s degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology