Tax Manager - Regal Executive Search

Tax Manager

 

We are looking for a Tax Manager!

 

Primary Job Functions

 

• Oversees client relationships in regards to tax matters as well as coordinates the delivery of other services.
• Assists with preparation of complex tax returns, provides coaching to staff, and reviews and assigns tax returns prepared by others.
• Develops business proposals and other supervisory administrative duties.
• Oversees a group of staff and is responsible for managing their daily activities and career development.

 

Responsibilities

 

Client Service

 

• Develops a strong relationship with key client personnel and provides valuable ideas on an ongoing basis, while maintaining contact with clients throughout the year.
• Possesses a thorough knowledge of the client and all facets of the client's business.
• Proactively and effectively identifies client's needs.
• Provides professional services on a basis that is cost effective to the client and acceptable to the firm.
• Manages expectations of services including work products, timing, and value to be delivered.
• Plans, supervises, reviews, and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards.
• Supervises and works with internal staff and clients to plan engagement requirements, objectives, and strategies.
• Communicates with appropriate individuals within the firm and documents the status of tax engagements.
• Analyzes problems and recommends viable solutions. Communicates progress of engagements, problems and resolutions to the client team.
• Brings unusual or significant accounting and tax related questions to the partner with proposed resolutions to those issues.
• Assists with complex research in all areas of tax and coaches others in performing research.
• Performs complex tax returns for compliance and consulting.
• Coaches employees the importance of the client first attitude by providing technical training in the use and application of the Firm's policies, procedures, manuals, forms, and relevant software.
• Assists with administrative engagement activities.?

 

New Business Acquisition

 

• Under the direction of a Partner, expands personal marketing plan to include a full complement of marking activities.
• Knowledgeable in the products of the firm.
• Takes responsibility for specific assignments within the office niche team.
• Expands external network of business referral resources.
• Demonstrates the support role in new business presentations.
• Assists in developing business proposals.
• When requested, presents those propels to prospects.

 

Staff Development

 

• Participates in specialized technical training.
• Develops technical skills that are unique among the tax staff.
• Takes an active role in teaching technical matters and when requested, assists as an instructor in the Firm's internal CPE Program.
• Prepares and participates actively in Firm sponsored and outside training; keeping current on general business and technical issues.
• Uses a variety of resources to learn and study business developments and technical innovations.
• Coaches others in completing engagement requirements.
• Fosters positive relationships between others in the office.
• Provides both formal and informal performance reviews to staff, and then reports to partner on staff progress and advice given.
• Participates in the office recruiting program which demonstrates the self-presentation skills to be an effective representative of the Firm.
• Technical, Industry, or Functional Specialization
• Begins to develop a technical, industry, or functional concentration.
• Takes responsibility for specific assignments within the office niche team and

 

Professional/Community Involvement

 

• Participates or actively seeks participation in appropriate community, business, and professional organizations.

 

Qualifications

 

Work Experience Required: Must have experience in public accounting, preparing and reviewing complex business and individual tax returns, and directing the work of others

Education: Bachelor's degree with emphasis in accounting or MBA in accounting/taxation; additional qualification as an accountant will be a plus

 

Other Requirements

 

• CPA certification required
• Experience completing tax returns/engagements
• Excellent oral and written communication skills
• Possess successful problem solving and analytical skills
• Project management experience
• Honest and ethical with a strong work ethic
• Proactive, resourceful, and client oriented - Good interactive skills to work with Partners, other departments, and employee base
• Proficiency in MS Office (Excel, PowerPoint, Outlook)
• Strong organizational skills with the ability to multi-task
• Demonstrates positive and enthusiastic approach to all assignments
• Outstanding attendance and punctuality
• Must be clean, well groomed, and have a professional appearance per company standards