Tax Director / Senior Manager

Well established and highly profitable regional CPA firm has developed a reputation for excellence and expertise in the accounting and management consulting industry.

Providing the services of a large firm with a blended environment of practices, services and industry specializations, we continue to demonstrate renowned industry leadership year-over-year.

The firm takes pride in client service and professional and personal advancement, as demonstrated by our culture of learning and growth through targeted development and leadership programs together with a continual focus on client service and technological evolvement.

Essential Functions :

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Demonstrates excellence in most advanced technical skills.
• Performs all task related to client service and sees that assignments are accomplished within budgeted time.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Delegates and manages tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
• Acts as a resource for tax preparers / specialists and A&A staff on specific tax issues and / or questions.
• Assumes tax preparation responsibility for the more complex business returns.
• Assumes client service responsibility for clients the Tax Senior Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
• Supervises tax staff and provides on-the-job training.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Accurate and timely billing and collection processes are made.
• Possesses a complete knowledge of the firms’ philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

Nonessential Functions :

• Prepares other reports and projects as requested from time to time by the partners.
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
• Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
• Performs such other duties as may be assigned.

Knowledge, Skills and Abilities :

• Demonstrated knowledge of current tax laws. Prefer experience with both SEC and privately held clients from numerous industries, including complex tax provision experience.
• Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
• Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner.
• Ability to reason and effectively multi-task.

Supervisory Responsibilities :

• Responsible for the development, coaching and training of senior, semi-seniors and staff accountants.
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
• Participates in reviews and evaluations of the tax department.
• Minimum Qualifications :
• Minimum of seven to ten years experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research.
• At least two (2) years experience representing clients before taxing authorities.
• Minimum one (1) year experience supervising and directing work of tax preparers.
• Bachelor’s degree in accounting required, Master’s degree in taxation preferred.
• Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills.
• A current and valid certified public accountant’s license is required.
• Must be a member in good standing with the American Institute of CPAs
30+ days ago