The Tax Manager role is responsible for managing staff, client assignments and projects and delivering a high-quality service. Additional responsibilities include assisting with overseeing office operations and staff, client service activities, quality, reporting, production revenue budget and forecasting; and working in conjunction with the Senior Manager/Principal on maximizing performance including production revenue maximization, and staff development.
This includes coaching, advising, and supporting team members in meeting client and self-development expectations. In addition, the position will be responsible for following and enforcing all firm and staff policies and procedures. Supervisory and Leadership Focus: -Provide effective and respectful leadership to associates through planning of appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations & providing feedback on performance (semi-annual basis), recognition/celebration, coaching, counseling reports and/or discipline; creating career growth opportunities and associate development plans.
-Understand skillsets and capabilities of Associates and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process Firm Focus: -Participate in Firm non-billable activity, as requested. -Influence peers and subordinates in a constructive manner that reflects the Firm's core values. -Shows interest and contributes to Firm's on-going initiatives.
-Understand how Gallup Strengths functions as part of the team/organization. -Anticipates and communicates budget issues, identifies opportunities to improve assignment profitability, and assists in billings and collections. Client Service: -Serve as the Tax client service coordinator for appropriate clients.
-Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general business activities. -Manage client needs with respect to tax services and federal and state tax compliance. Business Development: -Promote the Firm to clients, business associates and through community events.
-Understand lines of businesses, availability of services and where applicable, discuss with client management of opportunities to make valuable introductions to others in the firm -Be aware of and communicate with owners all potential opportunities for new clients and additional services for existing clients. -Able to detect the need for and pitch additional service lines to clients. Technical Expertise: -Prepare tax returns.
-Provide detailed review and analysis of tax returns. -Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm. -Reviewing research findings and ensuring conclusions are consistent with firm policies and professional standards.
-Assist with new business development, extended service, and tax issue recognition for existing clients. -Remain up to date on current tax practices and changes in tax law. EXPERIENCE -Well-versed about U.S.
accounting standards (cash, tax and accrual basis) -Proficient in accounting and financial reporting skills. -Proficient in computer software programs and technology utilized by the Firm. -Retain general knowledge regarding FASB and IRC -Minimum of 4 years' experience.