Tax Manager

Overview

• Lead client engagements, providing tax compliance, planning, and advisory services to diverse industries.
• Develop strong professional relationships with clients, understanding their business needs and industry challenges.
• Contribute to the growth and success of the advisory team through effective communication and collaboration.
• Provide mentorship and guidance to junior staff, fostering professional development and team excellence.
• Utilize expertise in tax planning and compliance to deliver tailored solutions for client projects.
• Engage in special projects such as budgeting, cash flow projections, and sales tax advisory.
• Ensure timely and budget-conscious delivery of engagements, meeting client satisfaction standards.
• Stay updated on current business trends and regulations to provide informed advisory services.

Key Responsibilities & Duties

• Manage client engagements, including tax compliance, research, planning, and correspondence.
• Prepare and review detailed working papers, ensuring clarity and accuracy.
• Develop an in-depth understanding of client businesses and industry-specific challenges.
• Foster effective relationships with internal and external clients, enhancing collaboration.
• Assist clients with budgeting, cash flow projections, and tax planning initiatives.
• Deliver projects on time, within budget, and to client satisfaction.
• Mentor and develop staff, providing oversight and evaluative feedback on engagements.
• Contribute to client retention and growth through cross-selling services and relationship building.

Job Requirements

• Bachelor's degree in Accounting required; CPA certification mandatory.
• Minimum of five years of relevant experience in a CPA firm setting.
• Proficiency in Microsoft Office Suite and ability to learn firm-specific technology.
• Demonstrated ability to develop and sustain business relationships.
• Strong analytical skills to evaluate diverse business situations and trends.
• Willingness to travel as required and flexibility during peak times.
• Interest in professional and community organizations to enhance industry presence.