Experienced Tax Manager

Position Purpose/Summary

The Experienced Tax Manager is responsible for larger more complex tax engagements and may manage multiple projects simultaneously. This position assumes responsibility for reviewing returns and supporting staff at all levels by answering questions and providing guidance. This position is also responsible for mentoring, coaching, supporting team members in meeting clients and self-development expectations.

Duties and Responsibilities

· Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures

· Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements

· Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback

· Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved

· Manage and guide staff on their day-to-day activities including budgeting

· Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities

· Build and maintain client relationships and manage all aspects of the client engagement process

· Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes

· Research tax law and consult on tax technical questions

· Plans and manages responsibilities and resources to achieve assigned objectives

· Helps develop solutions for clients and manages implementation of ideas

· Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients

· Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measure to resolve assignment issues

· Identifies client needs and opportunities, and identifies cross selling and new service opportunities

· Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization, and staff development

· Develop functional specialization and/or industry expertise

· Establishes and actively works to build a network to assist with business development and firm marketing initiatives

· Develop a specialty designation or begin to obtain a masters

· Additional responsibilities not listed above may be expected as needed