The Tax Manager position requires an exceptional tax accountant who can manage and work on a broad base of clients, someone with the ability to provide keen technical oversight and supervision of staff work product, who is motivated to sustain and grow a highly successful practice of high-wealth clients.
In addition, a Tax Manager is responsible not only for review and management of staff but also tax and accounting preparation for complex projects and tax returns. The position requires a proven professional, with excellent work habits, and the ability to meet critical deadlines. Someone who thrives on the excitement of the work, who has a passion for working directly with clients, and sets a positive example for others to follow, is key to this leadership position.
Professional Experience required:
- Minimum of 5 years Public Accounting experience
- Prior management experience - minimum of prior "Senior Staff Accountant" title
- Bachelor's (minimum) or Master's (preferred) in Accounting or Tax or related degree program
- CPA License preferred
- Develop strong, lasting relationships with clients and staff through ongoing communication and exceptional service and leadership
- Preparation and staff review of financial statements - from all varieties of source data
- Preparation and staff review of all levels of Federal and State tax returns from various forms of source data - including complex reporting such as:
- Like Kind Exchanges
- Special Allocations
- Publicly Traded Partnership investments (and Section 751 sale adjustments)
- Ownership changes
- Inside/Outside Basis calculation and tracking
- Foreign Partners and Foreign Tax Issues
- Multi-State Reporting
- Passive/Nonpassive Issues
- Strong knowledge of tax reporting rules and regulations
- Depreciation - methods and rules
- Deductibility of expenses - what qualifies, what documentation is required
- Tax filing due dates / extension filing requirements
- Calculation and recommendations regarding safe harbor & ETP requirements
- Preparation and review of payroll tax returns, including 941, 940, SUTA, FUTA, W2, 1099
- Preparation and review of sales and state franchise tax returns
- Tax planning for individual and corporate clients
- Represent clients with IRS, state, or other audits
- Correspondence with IRS for resolution of tax issues
- Ability to research and obtain resolution for unfamiliar tax matters
- Training, supervision, mentoring of staff, helping staff reach the potential of their abilities
- Review of staff work product
- Prioritization of projects
- Staff assignments / reassignments as needed based on workload
- Goal setting
- Highly analytical, high technical ability
- High attention to detail
- Problem solver
- Responsible
- Ability to efficiently review the work of other staff, keen eye for seeing what is "not there"
- Able to work well with others, earning respect of other staff
- Team player - willing to do whatever is necessary
- Multi-tasking in a dynamic environment
- Deadline oriented
- Self-starter
- Effective time management
- Work efficiently with minimal supervision/training
- Willingness to work significant overtime hours during tax season, with the potential for increased hours during the off-season to complete work projects as needed
- Career-driven personality
- Professional but personable attitude and demeanor, earning trust and confidence of clients