TAX MANAGER - Melville, NY (Remote)
Summary:
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 potential changes in the tax policy.
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:
- Efficiently review engagement work papers and tax returns
- Effective at supervising and training staff to prepare returns
- Possesses a solid command of pertinent IRC sections and regulations
- Develop an expertise in responding to tax authority notices and client representation
- Oversee and supervise multiple engagements in progress simultaneously
- Manage client accounts including billing, fee analysis and new service development
- Provide effective feedback to mentors and supervisory, senior and staff accountants
- Ability to research complex tax matters and clearly communicate findings and recommendations
- Meet challenging client requirements and provide exceptional service
- Consistently display excellent written, verbal, and listening communication skills
- Identify new business development opportunities and assist in growing existing client services
Nonessential Functions:
- Performs other duties as assigned by Partner(s)
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:
- Bachelor’s degree in Accounting or related field required; Master of Tax preferred
- Minimum 4 years of tax experience in a public accounting firm or related experience
- Licensed CPA required or J.D., LL.M, or EA required
- Proficient in corporate, individual and partnership taxation
- Previous experience supervising and training Staff and Seniors preferred
- Excellent written and verbal communication and interpersonal skills
- Strong organizational techniques are required
- Must be highly motivated and experienced in managing multiple client engagements
- Must begin to attain visibility and recognition within their industry specialization
- Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Success Factors:
- Desire to take on new opportunities
- Ability to establish quality working relationships with current and prospective clients
- 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.
Salary: $125 - $150k (may be flexible based on location)
