Tax Manager

Description

SUMMARY: Manages specific client groups by advising clients on a full spectrum of corporate tax services; develops, motivates, and trains team members; manages client needs with respect to tax services and federal and state tax compliance; and assists with new business development as well as extended services to existing clients by performing the following duties.

DUTIES AND RESPONSIBILITIES:

Client Service & Technical

• Manages and prepares complex individual, partnership, and corporate income tax returns in various industries by providing timely, high quality service.
• Performs client work on time, appropriate scope of services and within budget.
• Responsible for service quality, thoroughness and accuracy, proactively working with client to gather data and follow-up on open items.
• Understands tax concepts and effectively applies tax knowledge to client situations.
• Develops and delivers innovative tax planning ideas with timely and responsive services and work product that meets and/or exceeds client expectations.
• Gains understanding of client’s business, objectives, and industry, and prepares practical and creative solutions to the client’s tax situation.
• Reviews research findings, tax returns and work papers, formulates conclusions consistent with HMV policies and professional standards, and determines implications and best course of action for client.
• Keeps clients informed of the tax developments that affect their business.
• Maintains knowledge of accounting and tax requirements, ensuring compliance with internal and external requirements, staying abreast of any changes.
• Maintains the required CPE for Firm and licensing standards.

Client Relationships & Development

• Develops an understanding of the service capabilities and offerings of the Firm, recognizing opportunities to provide additional services to new or existing clients.
• Establishes and maintains long-term working relationships with clients.

Leadership & Administration

• Demonstrates appropriate leadership skills including, but not limited to, effective and timely engagement oversight and review, timely and accurate communications with staff at all levels, timely and accurate identification of technical issues, timely and appropriate identification of any staff issues and/or concerns, timely client communications regarding open items, and other similar items.
• Monitors workload to meet billable hour and realization expectations and to ensure efficient scheduling of staff.
• Recognizes resource/team capabilities and delegates work effectively, holding team accountable.
• Drafts billing to be approved by Director or Partner.
• Mentors and develops staff, including participation in the recruitment and retention of professional staff.

COMPETENCIES:

• Comprehensive understanding of tax law/rules and implications.
• Strong communication skills, both orally and in writing.
• Ability to interact and maintain professional relationships with staff as well as clients.
• Ability to organize facts, analyze and interpret information/research according to client circumstances.
• Identifies issues and proposes solutions while demonstrating the ability to solve problems and make timely decisions.
• Ability to handle multiple projects simultaneously while maintaining consistency, accuracy and providing superior service.
• Works autonomously under the pressure of tight deadlines and multiple priorities.
• Must be well organized, detail oriented and thorough.
• Exhibits strong analytical ability and diligently performs assigned tasks with the highest degree of professionalism and integrity.
• Must exhibit a high degree of professionalism including the ability to maintain the highest levels of confidentiality.
• Ability to work both independently and as part of a team with professionals at all levels.
• Exhibits excellent client service skills including the identification of opportunities to provide additional services to clients and/or non-clients.
• Participates in Firm, professional and civic activities that contribute to the community and overall marketing effort of Heard, McElroy, & Vestal.

SUPERVISORY RESPONSIBILITIES:

Supervises lower-level Tax staff. Carries out supervisory responsibilities in accordance…