Tax Professional/Senior Mgr

Job Description

Job Description

Position Overview

The Senior Manager is a highly experienced member of the tax team responsible for completing tax returns, conducting research, and participating in the company’s internal programs. The Senior Manager should possess strong technical skills, have the ability to effectively manage engagements, and demonstrate exceptional client service.

Key Responsibilities

•Prepares various tax returns and conducts research as needed

•Reviews staff work and provides guidance as needed

•Represents clients with IRS, State or local tax compliance issues

•Applies knowledge of GAAP and client financial statements to tax preparation

•Identifies and suggests resolutions for technically advanced tax issues

•Delivers concise and accurate work product in written and oral form

•Demonstrates advanced computer literacy with relevant software programs

•Performs complex technical research and prepare research memos

•Retains and applies knowledge from past engagements

•Develops and maintains strong relationships with clients through ongoing communication and exceptional service

•Identifies opportunities to expand services to clients

•Cultivates new client relationships through referrals and networking

•Stays current on technical matters through trainings and self-study

•Follows all procedures and policies

•Expected to achieve 1300 – 1400 billable hours at 92% realization

•Other duties as assigned

Qualifications

•Bachelor's degree in Accounting or related field required

•Masters degree in Accounting or Taxation preferred

•Minimm of eight years tax experience

•CPA or EA certificate required; or pending certificate with an MBA or MST

•Expert in 1040 preparation and review; being able to provide complex tax planning

•Expert in accounting principles for $100mm revenue or smaller passthrough entities

•Specialized in several industries

•Ability to make AJEs, RJEs, FJEs, and STJEs based on logic without prior year or supervision

•Ability to set-up a tax return in tax software from scratch and apply automation for the next year

•Ability to teach others complex tax returns and the procedures to fully prepare a tax return

•Ability to review complex tax returns and portions of a larger complex projects

•Expected to prepare a moderate tax return with no errors

•Expected to manage a full client book while onboarding additional clients

•Ability to have strategic tax conversations with clients

•Strong knowledge of GAAP and tax regulations at the federal, state and local levels

•Excellent written and verbal communication skills

•Proficient in relevant software programs

•Strong attention to detail and analytical skills

•Ability to work overtime as needed

•Ability to work effectively in a team environment

•Desire to always be learning and contributing