What are the responsibilities and job description for the Tax Manager position at Dimensional Thinking?
1.) Does the candidate have a Bachelor's Degree in Accounting? This is a required qualification.
2.) Does the candidate have at least 10 years of experience in individual income tax planning and compliance? Please elaborate
3.) Does the candidate have experience with trust income tax compliance? Please elaborate
4.) Where is the candidate located? If candidate is not near the job location, please explain relocation plan in detail (e.g. timeline, relocating with family, selling/buying property)
5.) What is the candidate’s desired total compensation? (Please specify base salary vs. commission/bonus expectation)
6.) Has the candidate applied or been interviewed for any role with this company in the past? If so, please provide details.
7.) What is the candidate’s highest level of education?
8.) What is the candidate’s work authorization status?
9.) Please provide the link to candidate’s LinkedIn profile:
10.) Does the candidate have a CPA?
11.) Please provide times the candidate is available for interview over the next few days. *
A Private Client Services Tax Manager is a key participant in client service, team member development, specialty expertise, and business development.
- CPA
- Minimum 10 years of experience
- Experience with estate tax and high value clients.
- Prior experience with one of the big 4 accounting firms.
Major Responsibilities:
- Provide outstanding service to a broad range of high net worth individuals, executives and business owners and related entities in accordance with Client Service Standards
- Demonstrate technical competence in specialty expertise (in Income tax, Compliance, and Planning)
- Manage engagements/assignments in a consistently profitable manner
- Review client engagement/assignment documentation, returns and work papers for accuracy
- Supervision of client engagement/assignment procedures
- Development of team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA)
- Provide team members with timely and candid performance feedback supporting the firm’s performance management process
- Plan and complete assignments in a timely manner
- Ability to recognize, research, document and satisfactorily resolve technical issues
- Generate new business and retain current business
- Expand services to existing clients
Preferred Experience/Background/Skills
- CPA required
- Bachelors degree in Accounting or related degree
- Five or more years of applicable experience in individual income tax planning and compliance
- Experience with trust income tax compliance a plus
- Ability to research technical issues and document results
- Ability to supervise, coach, and develop individuals and/or large groups.
- Proficiency in Microsoft Office programs (Word and Excel required).
- Excellent verbal and written communication skills.
- Strict adherence to professional ethics.
- Ability to successfully contribute to the success of a strategic business unit of the firm.
About the Company:
Dimensional Thinking
Industry:
Other/Not Classified
Salary : $110,000 - $120,000
