Tax Manager - Hannis T. Bourgeois, LLP
Baton Rouge, LA 70809
About the Job
Tax Managers must have a complete knowledge of the firm’s philosophy and its culture. Managers maintain and develop expertise in the profession and the niche areas they service. Work is performed under minimal supervision. Managers are the liaison between the Partner, the client, and the professional staff. Supports the firm by performing the following duties.
Essential Duties and Responsibilities include, but are not limited to the following:
- Maintains steady contact with clients throughout the business year, which involves a thorough knowledge of the client and all facets of the client’s business rather than mere routine attendance to immediate problems
- Answers any questions the client may have so there is a complete understanding of the nature and terms of an assignment, including an estimate of fees
- Reviews staff assignments, making certain they are appropriate; since this is a continuing duty, the Manager must be fully familiar with the qualifications of all staff members
- Follows the progress of the work in relation to budgeted time and scheduled dates of completion and anticipates the problem areas and questions that might arise
- Keeps the Partner informed of all important developments, analyzes any issues, and recommends solutions
- Deals directly with the client’s attorney, banker, or broker, and other third parties
- Prepares timely staff performance evaluations and discusses them with the staff members
- Should work to develop a responsible and trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs
- Should make associations to develop new business for the firm and to maintain its professional image in the community. Doing so may include taking an active role in professional, civic, or charitable organizations, delivering talks, writing articles for publications
- Prepares other reports and projects as requested from time to time by the Partners
- Reviews personal, fiduciary, and business tax returns
- Performs more complex tax returns
- Develops general understanding of firm philosophy and tax opinions
- Delegates work to tax staff, senior tax accountants, and tax supervisors and supervises work
- Acts as key client contact person for personal tax return clients and business clients
- Contributes by producing quality work with quick turnaround and attentive service
- Exhibits time management and organizational skills
- 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
Supervisory Responsibilities
This job has supervisory responsibilities including the training, monitoring, and mentoring of other staff.
Education and/or Experience
Bachelor's degree or Master’s degree from a four-year college or university; with 150 credit hours CPA requirement met; and five to ten years related experience and/or training; or equivalent combination of education and experience. Demonstrated ability to bring in new business to a CPA firm and to participate in business development. Completes annual continuing professional education requirements
Certificates, Licenses, Registrations
Holds a current and valid CPA license and is a member in good standing with the American Institute of Certified Public Accountants, the Society of Louisiana Certified Public Accountants, and the State Board of Certified Public Accountants of Louisiana.
Benefits:
- Competitive Compensation Package including Competitive Salaries, Paid Overtime for both Exempt and Non-Exempt employees, Paid Vacation, Sick, and Holiday time, Volunteer Opportunities, Professional Development Training, Employee and Client Referral Bonuses, Flexible Working Schedule, Work From Home, Dress for your Day, and Early Summer Fridays.
- Comprehensive Benefits Package including 401(k) Profit Sharing, Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Short- and Long-Term Disability Insurance, Health Savings Account, and Wellness Programs.
HTB is an equal opportunity employer. Employment decisions are made without regard to race, color, age, sex, sexual orientation, national origin, religion, disability, protected veteran status or other protected classifications.