Position Purpose/Summary

The Experienced Tax Manager is responsible for larger more complex tax engagements and may manage multiple projects simultaneously. This position assumes responsibility for reviewing returns and supporting staff at all levels by answering questions and providing guidance. This position is also responsible for mentoring, coaching, supporting team members in meeting clients and self-development expectations.

Duties and Responsibilities

· Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures

· Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements

· Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback

· Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved

· Manage and guide staff on their day-to-day activities including budgeting

· Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities

· Build and maintain client relationships and manage all aspects of the client engagement process

· Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes

· Research tax law and consult on tax technical questions

· Plans and manages responsibilities and resources to achieve assigned objectives

· Helps develop solutions for clients and manages implementation of ideas

· Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients

· Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measure to resolve assignment issues

· Identifies client needs and opportunities, and identifies cross selling and new service opportunities

· Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization, and staff development

· Develop functional specialization and/or industry expertise

· Establishes and actively works to build a network to assist with business development and firm marketing initiatives

· Develop a specialty designation or begin to obtain a masters

· Additional responsibilities not listed above may be expected as needed

Certification, Licenses, Registrations

· CPA

Key Success Factors

· Accountability: Meets established expectations; takes responsibility for achieving quality, sound, and timely results; and encourages others to do the same. Ability to lead and develop employees

· Analytical and Problem Solving: Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

· Commitment to Excellence in Client Service: Provides exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs.

· Executes for Results: Effectively leverages resources to create exceptional outcomes in a timely manner, embraces change, and constructively resolves barriers and constraints.

· Time Management: Able to balance multiple priorities and complete assignments within time constraints and deadlines. Asks for timely direction when necessary.

· Business development results (Selling, cross-selling, marketing)

Travel Requirements

· Regular same day travel for work at client’s facilities, meetings, and seminars is required using personal vehicle.

· On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle.

· This position requires employees to have their own means of transportation

Work Hours & Environment

· It is generally expected that this position will work in the office or onsite at a client’s facility during the workweek, from the hours of 8:30am – 5:00pm, Monday through Friday. 

· During Tax season (Jan 1 – April 15), the work week, generally totaling approximately 60 hours per week, Monday through Saturday.