The Tax Manager is responsible for most of the tax services within an engagement. These duties include, but are not limited to: managing the tax services with numerous engagements running simultaneously, building and maintaining client relationships, and billing and collection. Tax Senior Managers provide leadership, direction, and coordination of resources and personnel to ensure client satisfaction in the planning and execution of tax engagements.
A Tax Manager plays an important role in the development, coaching and supervision of subordinates as well as participating in firm growth and management. Incumbents possess industry and technical expertise in accounting and tax theory and principles, as well as strong research and analytical abilities. In addition, the Tax Senior Manager demonstrates proficiency in non-technical areas and seeks opportunities to expand learning.
Essential Duties and Responsibilities:
Maintains a working knowledge of accounting rules and regulations; has developed a comprehensive understanding of most areas of the tax law including state and local, estate and gift, corporate, partnership, individual, and trust taxation.
Has developed an in-depth technical expertise in at least two or three technical tax areas.
Performs engagement planning with client scheduling committee and staff including: scheduling personnel, adhering to due dates, and establishing and monitoring budgets.
During fieldwork, delegates appropriate responsibility to seniors and managers for the timely completion of the engagement and maintains greater responsibility for the ongoing satisfaction of the client.
Provides oversight to the engagement team to ensure that required information is being shared and deadlines are being met.
Gives timely and consistent feedback and coaching to staff. Completed performance evaluations in a timely fashion to assist in their career development and advancement.
Communicates with appropriate partner or officer regarding status of engagements, including significant tax issues or the tax consequences of transactions which have occurred or will likely occur.
Performs an essential part of the client service team on major clients, assuming responsibility for tax planning issues and controlling the tax-risk aspects of all compliance requirements.
Assists in billing and other administrative and practice management matters. Practice development matters include: networking with appropriate business organizations to develop referral sources and becoming educated about the Firm’s new business development strategies and participates in those initiatives. Interacts continuously with other Meaden & Moore departments in order to provide clients with a comprehensive package of services.
Respects and maintains the confidential nature of the client relationship, always projecting a professional image as a representative of Meaden & Moore and as a role model for staff.
Complies with appropriate continuing professional education requirements.
Actively participates in firm and community programs, including social or professional associations to expand professional network. Takes on leadership roles in these organizations when appropriate.
Education, Experience, and Other Qualifications:
- Certified Public Accountant required.
- Exceptional verbal and written communication skills.
- Working knowledge of Microsoft Office programs (Excel, Word, Outlook and Powerpoint) as well as basic knowledge of operating systems.
- Minimum 8 - 10 years related experience.
- Demonstrated aptitude in the following:
- Quantitative and qualitative research and analysis
- Building relationships and leadership ability
- Project management
- Business development