Position Summary
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
THE FOCUS IS YOU
As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries.
The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients.
WHAT YOU WILL DO
Regular duties include (but are not limited to) :
Tax Strategy and Engagement Oversight
- Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities.
- Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions.
- Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards.
- Monitor engagement progress, budgets, and timelines, making adjustments as needed to meet client expectations.
Research and Analysis
- Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
- Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making.
Client Communication
- Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
- Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications.
- Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters.
Compliance and Documentation
- Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
- Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
- Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements.
Team Collaboration
- Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
- Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
- Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members.
- Participate in internal training sessions to enhance your technical skills and stay updated on industry trends.
Process Improvement and Innovation
- Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services.
- Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables.
Strategic Business Development
- Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy.
- Participate in proposal development and presentations to prospective clients.
WHAT WE ARE LOOKING FOR
Required Education and Experience
- Bachelor’s degree in accounting, finance, or a related field.
- 8+ years of relevant experience.
- CPA or Enrolled Agent license.
- Experience in a professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
- Specific positions may require additional industry or specialization certifications.
- Responsible for completing the minimum CPE credit requirement.
- Software : CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.
Preferred Education and Experience
Juris Doctor (JD) degree for specialty positions.
Travel
Travel may be frequent and unpredictable, depending on client’s needs.
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