Job Description
Job Description
Tax Manager
Location : Fort Lauderdale , FL
Come join one of the top-rated Forensic Accounting and Tax Firms in South Florida! We are
looking for a tax professional to join our team! Applicants must be eager to independently work
in a fast-paced environment under tight deadlines.
This position is responsible for growing the Tax practice by providing practical tax advice to
clients, building relationships with existing clients and prospects to expand the practice, and
development and training of team. In this role, the Manager will be expected to have
marketable technical skills and have a proven track record of being a problem solver and
maintaining key client relationships. Written and verbal communication must be excellent.
Essential Functions and Primary Duties :
Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify
client issues and conflicts : proactively communicate solution options to client and team.
- Plans and reviews the tax process and the procedures to be performed to include :
- Budgeting and staffing.
- Monitoring engagement process and actual time incurred vs. budget.
- Timely billing including management of identified out-of-scope activity and
communication to client.
- Timely collection of A / R.
- Manages client relationships / expectations in accordance with the project.
- Ensures both that clients comply with all applicable authorities, while at the same time
minimizing their tax and reporting burdens.
- Monitoring engagement process and actual time incurred vs. budget.
- Conducts top-level review of Tax Return and resolves all tax issues with the client.
- Provides advice to clients in a timely manner.
- Timely billing including management of identified out-of-scope activity and
communication to the client.
Identifies when research is needed; clearly and concisely frames issues to be
researched; and clearly and concisely reports the analysis.
Assists with developing, recommending, and implementing efficient and effective
methods to maximize client benefits, especially by decreasing clients' current and future
taxes.
Develops an in-depth understanding of the technical and practical issues and
opportunities regarding one or more areas of taxation, e.g., individual, corporate,
property, sales, corporate, pass-through, state, and local, international.
- Assists to organize and conduct effective internal CPE training sessions.
- Introduces and develops new or improved ideas to improve the position of clients, the
Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax
benefits.
- Reviews studies of tax implications and offers clients alternative courses of action.
- Identifies and leverages lessons learned on prior projects and offers input on how to
improve processes and methods.
- Other duties as required.
- Supervises associates and senior associates on all projects.
- Reviews work prepared by associates and senior associates and provide review
comments.
- Trains Associates and Seniors how to use all current software tools.
- Schedules and manages the workload of associates and senior associates.
- Provides verbal and written performance feedback to associates and senior associates.
Education :
- Bachelor's degree, required; Accounting degree preferred
- Master's Degree, preferred
Minimum Qualifications :
Eight to Ten years of prior experience in corporate tax, pass-through entities, and high-net
worth individual clients required
- Experience in International, Estate, and Gift Tax preferred
- Prior experience supervising and training tax professionals on a project or engagement basis,
required
License / Certifications :
CPA certification or EA required
Software :
- Proficient in the use of Microsoft Office Suite, specifically Word, Excel, required
- Proficient in UltraTax or Similar Program, QuickBooks, and Practice Management Programs
required.
Other Knowledge, Skills & Abilities :
- Self-starter, conscientious with excellent verbal and written communication skills
- Executive presence and ability to act as primary contact on assigned engagements
- Superior analytical and tax research skills including building models and analysis of financial and
numerical data
Advanced understanding of the technical and practical issues and opportunities regarding one
or more areas of taxation and law
Advanced knowledge and understanding of general calculations and cause / effect for taxable
conditions on clients and the potential tax issues
- Excellent organizational skills, especially ability to meet project deadlines with a focus on details
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Capable of effectively managing a team of tax professionals and delegating work assignments as
needed
- Capacity to build and maintain strong relationships with internal team and clients
- Ability contribute to the professional development of assigned personnel
- Strong business development skills and the ability to convert prospect inquiries to client
engagements
Willingness and ability to assist in marketing efforts such as educating clients via seminars and
written communications, external practice development activities, and other business
development activities
Great attitude and interpersonal skills a must
We offer an excellent benefits package including :
- Medical Health and Dental Insurance
- 401(K)
- Personal Time Off and Firm Holidays
- Flexible Hybrid Work Environment
Tax Manager (Hybrid)
This role is focused on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our tax team prov...
Senior Manager International Tax
A company is looking for a Senior Manager, International Tax. Key Responsibilities:Income tax provision calculations, Transfer Pricing management, and U. ...
Tax Senior Manager [Private Client Services]
As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!. This position is rooted within the Private Client Services practice with a focus on tax services for ...
Senior Tax Manager
A company is looking for a Senior Tax Manager. ...
International Tax Manager
Oversee tax compliance and reporting, including corporate income tax, transfer pricing, and Digital Services Tax matters. International Tax Manager - REMOTE. Global Organization seeking their next rock-star International Tax Manager to join their team growing team!. What you will be responsible for ...
Tax Manager
This position is responsible for growing the Tax practice by providing practical tax advice to clients, building relationships with existing clients and prospects to expand the practice, and development and training of team. Conducts top-level review of Tax Return and resolves all tax issu...
Tax Manager - Financial Services/Asset Management
Our team focuses on tax compliance and tax consulting for some of the most complex and well-known funds in the industry. As a Tax Manager, you will be responsible for the following job duties, which are centered around three core concepts: Technical & Quality Expertise, People & Talent Management, a...
Tax Manager - Private Client Services
Review of income tax projections, tax workpapers and tax returns. We are looking for a Private Client Services Tax Manager to join our Fort Lauderdale office. As a PCS Tax Manager, you will be responsible for providing excellent client service. Experience with gift tax returns and estate tax returns...
Tax Manager - Financial Services (Asset Management)
As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. Responsible for managing and coordinating tax compliance and adv...
Tax Team Manager, CPA/EA (Seasonal)
JDA TSG's Tax Services Group is hiring Seasonal Team Managers for the upcoming tax season. Tax Team Manager, CPA/EA (Seasonal). Review and manage tax accuracy. Strong technical skills and ability to navigate computer systems and software including professional tax software, Microsoft 365 (Outlook, T...