Manager - Tax Services

General Description

Manager – Tax Services will be required to supervise tax return preparation from a budget (time and cost), due date and client interaction perspective. This position should rarely prepare tax returns, rather, should generally be the main point of contact for clients and control, but delegate the process of collecting/receiving client information, tax preparation, tracking tax preparation progress (including accumulation and communication of questions to clients) and ensuring timely completion. This position is also responsible for helping subordinate staff to develop technically and professionally through supervision and review.

Expectations

This position is expected to perform a variety of responsibilities. These responsibilities will include:

• Manage the completion of returns prepared by subordinate staff. This position is also responsible for the correct determination of taxable income for all returns/provisions reviewed.
• This position is expected to sign certain returns.
• Manage new clients and projects as available.
• Identify tax planning/strategy opportunities for clients.
• Maintain client rapport and relationships with current and prospective clients.
• Complete tax research assignments when necessary or review findings for projects completed by subordinate positions.
• Complete/review other miscellaneous assignments (preparation component should be delegated where possible).
• Review returns prepared by subordinates and train said co-workers through the review process.
• Manage departmental utilization and efficiency and voluntarily perform other assigned firm management responsibilities.
• Take ownership of assigned work, constantly looking for opportunity to reduce Senior Manager and Shareholder workload within the Tax Services department.
• CPA exam certification required.

Desired Skills & Goals

• To exemplify the roles and responsibilities within a mid-size regional public accounting firm through attitude and work product.
• Hone technical proficiency in the Internal Revenue Code, state regulations and other pertinent technical guidance.
• Exemplify the firm’s core values through internal firm involvement, attitude, work ethic and work product.
• Identify tax saving strategies and planning opportunities for existing and prospective clients.
• Keep department highly utilized.
• Maintain sound client rapport and relationships.
• Develop positive internal relationships with coworkers.
• Develop a professional network and generate new business leads for potential new client prospects.
• Identify opportunities to cross-sell other firm services to existing clients and sell said opportunities successfully.