TAX MANAGER

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
30+ days ago