Tax Manager
Core
Deliver tax and business advisory services and tax compliance to middle market clients while coaching staff.
Role type
Senior IC tax manager
Builds
Tax returns, advisory reports, and client relationships for middle market clients
Domain
Accounting and tax compliance
Required skills
federal and state tax compliance, accounting analysis, client relationship management, team delegation, engagement staffing, billing and collections management
Preferred skills
CPA license, JD, advanced degree in accounting, 5+ years of federal and state tax advisory experience
Technologies
tax software, accounting systems
Responsibilities
Conduct primary and secondary review of complex tax returns including federal and state filings; Review and analyze accounting records and reporting with clients; Manage and build client relationships; Effectively delegate and oversee work efforts; Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met; Support the growth and development of team members
Seniority
Senior, hands-on IC with mentorship responsibilities