Manager, Tax & Consulting - Clinton, SC

Manager, Tax & Consulting
- Clinton, SC

Clinton SC
- Clinton, SC 29325

Salary Range $ - $ Salary/year Position Type Full Time Job Shift Day

If you're passionate about developing people and delivering exceptional client service, our Tax & Consulting Manager offers the opportunity to do both. You'll lead a high-performing tax team while collaborating with advisors and specialists to provide proactive tax planning and consulting that helps clients achieve their long-term goals.

The Tax and Consulting team serves as a partner in building lifetime relationships with clients. The Tax & Consulting Manager assists our wealth strategy specialists (tax, planning, and consulting) and wealth advisors with delivering our Ideal Futures Process to clients. This comprehensive process addresses all areas of a client's tax planning and wealth management needs.

The Tax & Consulting Manager is responsible for oversight of tax preparation services and the ongoing training, development, coaching and supervision of the Staff Accountants, Senior Accountants, and Supervisors. This position is also responsible for providing guidance to the team to meet the tax preparation needs of internal and external clients. The Tax & Consulting Manager must embrace and represent the Savant philosophies and values.

A positive attitude, approachable and mature demeanor, the ability to effectively receive and deliver communication to both internal and external clients is expected.

In this role, you can expect to focus in the following areas:

Tax

• Assume supervisory responsibilities within the tax department providing guidance and direction to subordinate staff members.
• Training, development and oversight of Staff Accountants, Senior Accountants, Supervisors, and Wealth Strategy Team Associates. This includes training, recruiting, development, hiring, termination, promotion, discipline, and ongoing oversight.
• Remain current on industry changes to effectively train, coach and manage the consistent implementation of these changes with direct reports.
• Active participation on one or more T&C committees to assist with practice management and professional development of tax staff.
• Proactively communicate with clients and team members.
• Review moderate to complex individual tax returns, along with fiduciary,, partnership and corporate returns
• Review individual tax analyses and assist with the review of various financial planning analyses (i.e., social security analyses, stock option analyses, Roth conversion analyses, etc.)
• Provide research and analysis for complex tax transactions & topics, and communicate results
• Assist with implementation of tax planning and consulting opportunities
• Provide tax expertise to clients and others in the firm
• Provide support to Directors with business development opportunities
• Maintain a culture of continuous improvement within the team.
• Facilitate educational and training opportunities for team members.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as needed.

Business Services (Consulting)

• Review and analyze business financial statements for client planning strategies.
• Support senior level managers and attend client meetings, as needed.

Financial Planning

• review client financial statements, tax returns, estate planning documents and all other information necessary to develop a financial plan or other various analyses
• Review and deliver various tax and financial planning analyses (i.e., tax, social security, insurance, stock option, Roth conversion, and pension analyses)

Supervisory Responsibilities

• Select, supervise, empower, coach, develop, and retain a team of qualified individuals through effective hiring, employee development, performance management, succession planning, and recognition.
• Align team objectives and individual performance metrics directly with organizational strategic goals, ensuring clear communication and understanding of how team efforts contribute to broader company success.
• Collaboratively set challenging but realistic goals aligned with departmental and organizational objectives. Work with employees on a plan to achieve their goals.
• Oversee and lead staff,…