Tax Manager

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparer as deemed necessary.
• Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department w/ larger clients.
• Acts as a resource for tax preparer/specialists and A&A staff on specific tax issues and/or questions.
• Coordinates with M&A, SALT, and ITS tax specialty teams on projects to deliver an accurate and efficient product.
• Assists and supervises tax preparer with the more complex business returns.
• Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm’s clients.
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Participates in firm’s practice development efforts through involvement w/ referral sources, community and industry activities.
• Responsible for the engagement profitability — billings and collections.
• Participate in firm’s committees and management meetings.
• Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
• Ability to operate a computer and calculator.
• Willingness to become a part of the firm’s Mentoring Program.
• Performs such other duties as may be assigned.

• Participates in career development program to improve managerial, communication, and interpersonal skills.
• Excellent oral and written communication skills.
• Demonstrate leadership and supervisory skills.
• Strong interpersonal skills, including proven experience liaising with clients.
• Self-starter with the ability to work independently and use good judgment.

• Bachelor’s degree in Accounting, Business, or related equivalent, as well as CPA certification.
• 5+ years of experience om tax at a public accounting firm or equivalent.
• Masters of Science degree in Taxation or a J.D. highly preferred for Tax Management Position.
• Minimum of 40 hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.