Tax Manager
The Tax Manager is responsible for the delivery of a full range of tax services for multiple clients across a variety of industries. As such, they provide innovative tax planning, consulting and compliance expertise; completing reviews of complex tax returns. They are also responsible for Associates' professional development and coaching. The Tax Manager is heavily involved in new and existing client business development and community involvement activities. They provide exceptional client service as a trusted business advisor.
Success Factors
Responsibilities :
- Manage the delivery of a full range of tax services and advise companies and individuals on tax implications of their operations
- Work closely with partners, managers and staff to integrate practice development strategies into a team approach to client service and new business development
- Lead a team responsible for reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients
- Manage tax related projects and review tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries
- Review data input and resolve technical tax issues; respond to inquiries from the IRS and other taxing authorities
Guidance :
Provide guidance to Tax Interns and Associates in the scanning and preparation of tax returns; make recommendations on return preparation regarding accuracy, efficiency and tax saving opportunitiesUnderstand the scope of the engagement and provide input on client retention and fee structureAnswer client calls and emails in a timely manner and with a solution-oriented approachProduce and review tax documents in a timely mannerEnsure client deliverables are met within expectations and set deadlinesIdentify and introduce other firm services based on client needs and discovered opportunitiesSupervise Associates and Interns on engagements and provide guidance on an ongoing basisProvide Associates with client engagement opportunities for developmentParticipate in business development and community activities to help identify and research opportunities on new and existing clientsKeep up to date with local and national business and economic issuesParticipate in continuous learning activities and active research to improve and develop own and others' technical expertise; apply learned conceptsCollaborate with leader to identify opportunities for efficiencies and proactive engagement managementPeople Management / Relationships
Take initiative to be a team player (seeks out opportunities to help others)Treat everyone with respectDevelop loyalty and trust with teamSuccessfully adapts to different personalities and working stylesProactively and effectively communicates information regarding status issues to team membersHold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; is open to new ideas and suggestionsBusiness Growth (if applicable)
Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and successQualification
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Required Skills
Expert knowledge in individual, partnership and corporate tax laws and principlesExcellent organization skills and strong attention to detailStrong leadership and coaching skillsMultitasker with the ability to prioritize work accordinglyExcellent verbal and written communication skills with strong client service focusStrong analytical and interpersonal skillsAbility to work autonomously under the pressure of tight deadlines and multiple prioritiesDemonstrated ability to think strategically and execute, based on firm focus and future of the tax service lineWorking knowledge of Microsoft Office suite products and technologically-savvySelf-motivated and willingness to enhance accounting and advisory knowledgeExcellent attention to detail with the ability to manage multiple projectsEducation, Experience and Certifications
Bachelor's degree in AccountingCPA certification required5+ years' experience of progressive tax consulting experience across a wide range of industries preferredPrior experience in coaching and training entry-level accounting professionals requiredEssential Functions
Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hearMust be able to remain in a stationary position as neededThe person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pullVision abilities required include close vision, distance vision and the ability to adjust focusConstantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Ability to communicate in a professional manner and exchange information with internal and external actors as needed. Ability to lift / carry up to 20 pounds. Ability to work outside of normal business hours and weekends as needed. Ability to travel to local and non-local clients and events as needed, overnight travel may be required. This job description is subject to change at any time and employee will be given additional responsibilities as assigned.
Salary Range : $100,000 - $120,000