Manager – Tax

A Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed management and supervisory skills are required.

• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals
• The resources, expertise, and global capability of a large accounting firm together with the responsiveness and accessibility ofa local firm
• We offer two convenient office locations: our main office in Falcon Heights, providing easy access to both Minneapolis and St. Paul, and a second office in Rogers to better serve clients in the northwest metro area.

• At least six (6) years experience in public accounting, demonstrating a progression in tax return complexity, scope, and research.
• Minimum of one (1) year experience supervising and directing work of tax preparers.
• Associates or Bachelor’s degree in accounting, or Master’s degree in taxation.
• A current and valid certified public accountant’s license is required OR a current and valid enrolled agent license.
• Proficiency in tax research skills..

• Performs technical tax review of all tax returns (individual, business, trust, gift, not-for-profit, and miscellaneous, as needed).
• Identifies and manages issues and ensures the accuracy of the tax return.
• Demonstrates the ability to apply knowledge in one or more technical specialty areas.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients’ tax returns.
• Acts as a resource for tax preparers on specific tax issues and/or questions.
• Performs tax research to resolve issues identified during reviews.
• Communicates to the appropriate firm personnel important tax developments affecting the firm’s clients.
• Develops/refines tax preparation procedures to increase efficiency and effectiveness of the process. Prepares documentation of procedures and communicates to staff.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Supervises staff and provides on-the-job training.
• Maintains familiarity with qualifications of staff members; reviews staff assignments for appropriateness.
• Assumes client service responsibility for clients the tax manager works with directly, or where the responsibility is delegated from the partner.
• Possesses a complete knowledge of the firm’s philosophy and its’ opinion on tax matters.
• Participates in the firm’s Mentor Program as a mentor to senior and staff accountants.
• Supervises the use of Pro System tax software, communicates updates to be installed, resolves issues and answers questions related to using the software.
• Supervises electronic filing of tax forms and ensures timely resolution of issues. Communicates updates from IRS and changes in firm procedures to administrative personnel.
• Develops materials and conducts new hire training in the firm’s tax preparation procedures.
• Monitors CCH Workflow software to ensure all tax projects are tracked through tax preparation and delivery process.
• Prepares annual staff evaluations and engagement performance reviews.
• Represents the firm in a positive and professional manner at all business related functions.

• Occasional same day travel for work at client’s offices, meeting, and seminars using a personal vehicle.
• Occasional out-of-town travel with overnight stay for work at client’s offices, meetings, and seminars using personal vehicle.
• Occasional overtime work required throughout the year. Heavy overtime work required from January to April 15; may be in excess of 55 hours per week. Required to work most Saturdays during this time period.

• Medical
• Health Savings Account (HSA)
• Flex Spending Account (FSA)
• Dependent Care Flex Spending Account (DCFSA)
• Profit Sharing with 401k Plan
• Group Term Life Insurance
• Short Term Disability (if not state mandated)
• Paid Time Off

• Earned Safe & Sick Time

Pay: $95,000 – $150,000