Tax Senior Manager

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** Tax Senior Manager
** locations

Sterling Heights, MI    time type

Full time    posted on Posted 30+ Days Ago    job requisition idJR
100563    
**** JOB SUMMARY
**** As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients.
**** JOB DESCRIPTION
**** Regular duties include (but are not limited to):

Tax Strategy and Engagement Oversight
* Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
* Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions
* Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
* Monitor engagement progress, budgets, and timelines, make adjustments as needed to meet client expectations

Research and Analysis
* Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
* Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making

Client Communication
* Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
* Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
* Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters

Compliance and Documentation
* Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
* Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
* Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

Team Collaboration
* Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
* Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
* Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members
* Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation
* Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
* Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables

Strategic Business Development
* Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
* Participate in proposal development and presentations to prospective clients
** WHAT WE ARE LOOKING FOR
** Required

Education and Experience
* Bachelor’s degree in accounting, finance, or a related field
* 8+ years of relevant experience
* CPA or Enrolled Agent license
* Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
* Specific positions may require additional industry or specialization certifications
* Responsible for completing the minimum CPE credit requirement
* Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters…