Tax Manager

Managers may work as the engagement lead or under the direct supervision of Senior managers dependent upon the nature of the client engagement. Managers must have strong communication skills as they interact with both firm team members and the client to deliver quality tax services for our clients. They must also have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines.

They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Managers may also have direct clients assigned to them.

Reviews mid to high level business tax and individual income tax returns

Advises clients regarding a full spectrum of tax services

Uses excellent judgment and analysis to make recommendations to clients during year-end and general tax planning

Oversees complex tax research projects

Manages tax accounting projects to meet client needs within a specified time frame

Provides feedback to Senior Managers and Shareholders

Participates in the area of business development

Works as part of a team to provide tax accounting services for clients

Manages client relationships by monitoring client needs

Is a key point of contact for the client on day to day accounting matters

Oversees and reviews work of Senior Associates and Associates including training and mentoring

Utilized cloud-based technology and other tax software

Performs client billings for client services provided