Tax Manager: 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 Director 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 Responsibilities:
- 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, 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 products that they prepare and report on performance while articulating coaching notes throughout the process.
Duties/Responsibilities:
- 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.
- Promote the Firm to clients, business associates and through community events.
- Prepare tax returns and 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.
- Facilitates monthly department meetings to communicate the service line’s direction, any changes in firm staffing or policies, new client opportunities and client project status, etc.
- 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.
