Tax Manager

Summary of Responsibilities

Performs a wide variety of diversified, complex, tax-related tasks and supervises other tax department personnel.

Essential Functions

• Assumes the responsibility for the smooth flow of tax returns.
• Delegates work, supervises seniors and tax staff, provides feedback to them, and evaluates their progress.
• Acts as director-in-charge for personal and business clients.
• Acts as key client contact person for various engagements.
• Prepares the most complex tax returns.
• Approves all returns with the exception of those dealing with specialized issues that require the expertise of another firm professional.
• Acts as a resource for tax staff, senior tax accountants, and tax supervisors.
• Performs more complex tax research.
• Prepares projections and becomes involved in planning for more complex clients.
• Becomes involved in tax planning for client situations of varying levels of complexity.
• Assists accounting and auditing staff members in client meetings.
• Develops a general understanding of firm philosophy and tax opinions.
• Understands, supports and advances the firm’s mission, goals, objectives and strategies.
• Reviews tax accruals and associated working papers.
• Analyzes IRS notices and drafts responses.
• Reviews IRS notice responses prepared by other tax personnel.
• Represents clients before the IRS.
• Participates in tax department administrative projects.
• Bills clients and discusses fees with smaller clients.
• Contributes to the client service team by producing quality work with quick turnaround and attentive service.
• Establishes good working relationships with all firm personnel.
• Recognizes opportunities to provide additional services to existing clients.
• Demonstrates initiative, creativity, and imagination.
• Plans, supervises and completes routine to complex engagements.
• Becomes an expert in their assigned areas.

 

Other Functions

• Exhibits time management and organization skills.
• May assist with recruitment and training of other tax department personnel.
• Develops entrepreneurial approach to client service and good working relationships with client personnel.
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals.
• Accepts volunteer positions in community organizations.
• Continues to develop industry expertise.
• Assists principals/shareholders with writing articles and making presentations.
• Develops a broad general knowledge of economic, political, and business conditions.
• Assists in firm administrative functions.
• Performs such other duties as may be assigned.

 

Job Qualifications

• Mastered responsibilities and position requirements of Tax Senior.
• Four or more years full-time experience in accounting or tax return preparation.
• CPA certification.

 

Work Environment and Physical Requirements

• Requires the ability to work overtime, as necessary, in order to meet client imposed and/or government mandated filing deadlines.
• Requires the ability to meet the demands of a fast paced, deadline oriented environment.
• Requires the ability to manage multiple and conflicting tasks requiring excellent organization and task prioritization skills.
• Requires the ability to use diplomacy when interacting with co-workers, superiors and clients.
• Requires the ability to remain sedentary; only occasional walking and standing are required.
• The noise level in the office environment is moderate (office equipment, telephones, etc.).

 

 

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