Job Title:  Tax Manager
Department:  Tax
Reports To: Partner

Description

The Tax Manager is responsible for planning and managing engagement teams to successfully ensure client tax projects are completed on schedule, within budget and within the firm's quality standards.

Key responsibilities include client relationship management, engagement management, team leadership, meeting efficiency goals, mentoring team members and contributing to firm development and marketing activities.

Requirements

Educational and experience requirements include:

• Bachelor’s degree in Accounting and at least five years of tax season experience or comparable experience

• Previous supervisory experience is required

• Excellent analytical skills with an attention to detail

• Integrity in all work product

• Ability to maintain confidentiality of client information

• Strong time management, critical thinking and communication skills

• Ability to efficiently manage multiple projects with competing deadlines

• Proven ability to plan and lead teams on client accounting projects

• Proven experience to ensure compliance procedures are followed throughout the organization

• Strong written and verbal communication skills, interpersonal skills, and organizational skills

• CPA is required

Key Responsibilities

Engagement Management

• Ensures accuracy of all client tax projects according to firm quality standards; reviews Staff & Senior Accountant work for accuracy

• Develops the scope of each project; accurately plans projects tasks and timelines to meet the due dates for all deliverables on multiple projects at the same time

• Displays strong project management skills to consistently ensure projects are completed on or before tax deadlines

• Effectively establishes the correct difficulty rating for a tax return and budgets for special tax projects.

Client Relationship Management

• Builds strong, long-term client relationships with senior leadership and owners at the firm's clients

• Proactively manages project updates, keeping the client and team up-to-date on project status and any potential issues

• Effectively communicates complex tax issues with clients and consistently makes the best decisions on behalf of clients

Client Service Hours Goals

• Achieves goals for annual chargeable hours, % realization, and new/expanded client services for a Manager at the firm

Team Leadership

• Consistently reads feedback and follows up with relevant training, mentoring, encouragement and accountability for individuals on their team

• Completes reviews on schedule for each team member; reviews are accurate, consistent and effectively communicate employee standing within the organization

Firm Development

• Develops the skills of their team members by delegating challenging assignments for each individual and includes Staff and Senior Accountants in client meetings

• Actively involved with leadership roles in the community/ industry and participates in firm marketing activities

• Identifies and qualifies prospects for the firm and demonstrates success in converting prospects to clients of the firm                 

Strategy & Planning

• Assists Partners in estimating, developing proposals and selecting a pricing strategy for projects                     

• Ensures all project documentation is up-to-date and teams are accurately using firm technology to monitor progress, track time and invoice clients                     

• Participates in the firm's strategic planning and actively takes a role in leading projects that contribute to the firm's goals

This job description identifies the major responsibilities of this position.  Employees may be required to perform other duties as assigned, to assist with executing the company's business model, promoting the company's culture, mission and values.