Website Whitman Transition Advisors
Our client is a top 50 CPA and advisory firm of 700+ professionals working remotely and in offices throughout the U.S. and India. And is a proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting. Seeking looking for motivated, hard working and dynamic Tax Manager with a strong passion for public accounting and experience with HNW clients to join the team. A career in our public Tax sector will provide you with the opportunities to learn and develop technical skills in order to prep and execute returns of all kinds and industries.
Tax Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Senior Manager will be critical member of the office leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Core Responsibilities & Essential Functions:
Leading Managing and Holding People Accountable (LMA)
Understands and assist in execution of growth strategies (research calls, pipeline management, COPs, etc.)
Manage the engagement (job) project management, billing, ensures QC (technical) standards
Takes care of the client (meets deadlines, timely communication)
Develops engagement team (prepares seniors to the next level)
Interacts closely with clients to provide innovative tax planning, consulting, and compliance expertise.
Plans, executes and monitors multiple client service teams, including budgets and production goals.
Manages federal, state and local tax audits.
Provides primary and secondary review of complex tax returns.
Supervises, trains, develops and coaches staff and senior associates.
Builds new and existing client relationships and demonstrates basic knowledge of client’s businesses.
Researches and documents tax technical issues.
Bachelors degree in Accounting or other relevant field required
Masters degree in Accounting beneficial, masters degree in taxation preferred
6 or more years of prior experience
Prior supervisory experience required
CPA license required
Possession of other professional degrees or certifications applicable to role beneficial
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
Experience with tax research databases such as BNA and RIA
Proficient in all tax compliance process software including GoFileRoom, CCH ProSystems, Axcess Tax, Engagement, BNA Depreciation Software, or comparable programs and standard tax workpapers
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
What’s in it for you:
Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next.
Culture rooted in human care: Our style of relationship development and service delivery is based on the 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.
Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients.
Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance.
Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.