Manager, Small Business Advisory

• Develop and manage positive working relationships with clients and collaborate with Audit & Accounting, Tax Strategies, Transaction Advisory & Business Valuation, and Technology Solutions practices
• Coordinate concurrent tax projects for leading companies
• Address significant accounting matters and prepare client deliverables
• Schedule team members and mentor staff
• Implement new processes to maintain market leadership
• Serve as a formal career counselor for a small group of team members
• Grow the client base through specialized industry groups, personal networking, and identifying new business opportunities
• Review clients’ tax returns and perform tax planning and research
• Handle audits with federal and state/local governmental agencies and related notices
• Review and analyze complex tax returns across entity types and client structures
• Make decisions on all but the most unusual situations

• Bachelor's degree in Accounting, Finance or related field
• CPA or equivalent certification preferred
• 6-8 years of recent tax experience in public accounting
• Demonstrated ability to function at the manager level
• Strong working knowledge of federal, state and local tax laws and regulations
• Proven progression in tax return complexity, scope, and research
• Experience representing clients before tax authorities helpful
• Strong commitment to excellence, client service, and professional growth
• Ability to manage multiple tax projects and clients while developing/training staff and building teams
• Positive attitude, good communication skills, and willingness to learn
• Ability to understand the big picture quickly, identify key issues, prioritize analysis/output among competing tasks, and meet deadlines
• Applicants with a background exclusively in government agencies such as the IRS are not being considered

Demonstrates expertise in tax planning, compliance, and client relationship management, with a strong foundation in federal, state, and local tax laws. Proven ability to mentor staff, manage multiple projects, and deliver high-quality client service.

• Bachelor's Degree In Accounting
• CPA Certification
• 6-8 Years Tax Experience In Public Accounting
• Strong Knowledge Of Tax Laws And Regulations
• Client Representation Before Tax Authorities

• Tax Planning
• Tax Research
• Tax Return Review
• Audit Handling
• Project Management

• Positive Attitude
• Good Communication Skills
• Mentoring
• Team Building

• CPA

• Public Accounting
• Client Deliverables
• Tax Authorities
• Federal Tax Laws
• State Tax Laws
• Local Tax Laws