Tax Senior Manager
Summary:
The Senior Manager is responsible for advising clients on the tax implications of their business objections, 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 Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Senior Manager will be critical member of the office leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Core Responsibilities:
- Leading Managing and Holding People Accountable (LMA)
- Understands and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.)
- Manage the engagement (job) project management, billing, ensures QC (technical) standards
- Takes care of the client (meets deadlines, timely communication)
- Develops engagement team (prepares seniors to the next level)
Essential Functions:
- Interacts closely with clients to provide innovative tax planning, consulting, and compliance expertise.
- Plans, executes and monitors multiple client service teams, including budgets and production goals.
- Manages federal, state and local tax audits.
- Provides primary and secondary review of complex tax returns.
- Supervises, trains, develops and coaches staff and senior associates.
- Builds new and existing client relationships and demonstrates basic knowledge of client's businesses.
- Researches and documents tax technical issues.
Nonessential Functions:
- Performs other duties as assigned
Supervisory Responsibilities: Yes
Conditions:
- Work is performed in a business office environment with limited privacy and exposure to general office environment noise from others conducting business
- Overnight travel is required approximately 10% of time.
Minimum Qualifications:
- Bachelors degree in Accounting or other relevant field required
- Masters degree in Accounting beneficial, masters degree in taxation preferred
- Six (6) or more years of prior experience or five (5) years with a masters degree in a relevant field
- Prior supervisory experience required
- Licensed CPA required or J.D., LL.M, or EA required
- Possession of other professional degrees or certifications applicable to role beneficial
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers
- Superior verbal and written communication skills
- Ability to effectively delegate work as needed
- Strong analytical, research and critical thinking skills as well as decision-making skills
- Capacity to work well in a team environment
- Capable of developing and managing a team of tax professionals
- Capable of effectively developing and maintaining client relationships
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Success Factors:
- Ability to perform several tasks concurrently with ease and professionalism.
- Ability to communicate clearly and concisely, verbally and in writing, in English.
- Must be able to keep client matters strictly confidential.
- Must have excellent interpersonal skills and customer service skills.
This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
