Tax Manager

Summary

The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.

To perform the role of Manager successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prepare and review complex federal and state tax returns (partnerships, S-Corp, trusts, individuals, etc.)
• Responsible for communication with client on an ongoing basis
• Maintain workflow report of assigned team members on projects
• Respond and communicate with Internal Revenue Service
• Leadership in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
• Tax research and memorandums
• Perform services relating to financial statement compilation
• Document and ensure proper keeping of financial records and work papers
• Teach and/or participate in continuing education in the firm and in the community
• Responsible for timely filing of all assigned clients
• Participate and initiate business development
• Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
• Regular and timely attendance

• Execution
  - Careful attention to detail, mindful of deadlines, clarity of thought in work papers
• Subject Matter Expert
  - Demonstrates understanding of subject matter, seeks to increase knowledge in subject matter (industry, code and regulations, etc)
• Technical Skills
  - Thorough understanding of business and individual tax return concepts (payroll, depreciation, accrual to cash, etc), thorough understanding of financial statement concepts (adjusting journal entries, bank recs, retained earnings, etc)
• Communication Skills
  - Communicates clearly with clients and JTaylor personnel
• Problem Solving
  - Demonstrates critical thinking skills, creativity in thought, addresses questions with a concise answer
• Cultivation of Relationships
  - Seeks to develop and strengthen client relationships, develops and strengthens internal relationships
• Intuition
  - Demonstrates the ability to provide quick and ready insight, leverages previous experience and education to answer questions
• Initiative
  - Is a self-starter, actively looks for additional work, can function independently as appropriate
• Self-Awareness
  - Mindful of their own strengths and weaknesses and how to best utilize these in a team environment

Supervision and management of staff and projects.

• Bachelor’s in Accounting
• 3+ years of work experience
• Certified Public Accountant
• Extensive knowledge of federal and state tax returns
• Current and valid driver’s license
• Ability to establish priorities and perform work in a timely manner
• Effective oral and written communication skills
• Proficient in Microsoft Office and tax software (CCH, Document, Engagement)

Masters degree in Accounting or Tax

This job operates in an office setting with the potential for remote work in accordance with the company’s telecommuting policy. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or type; and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.

Specific vision…