Senior Tax Manager
Description
Successful candidates should have the following:
- 7+ years of public accounting experience
- 2+ years of supervisory or management experience
- Possess a broad understanding of Tax Law with specialized knowledge in a particular area(s) of partnerships, HNW individuals, corporate, taxation of pass-throughs, entities, estate and gift tax, investment advisory, and/or financial planning.
- Ability to prepare working trial balance and year-end adjusting entries
Educational Requirements:
- Bachelor's degree in Accounting, Finance, or other business-related fields
- A CPA certification is required
- Strong technical expertise in tax preparation and review, tax compliance, and tax research
- Excellent skills, analytical, organizational, and written and verbal communication skills
- Demonstrated ability to utilize Excel, Word, and CCH Axcess
- Outstanding leadership, mentoring, and interpersonal skills, fostering client and staff relationships
A day-in-the-life basic overview includes:
- Responsible for the review of high-net-worth individuals, partnerships, gift and estate returns, trust preparations, joint ventures, noncorporate entity tax returns, combined state tax returns, and tax compliance.
- Review very complex individual tax returns.
- Manage and develop income tax and financial planning clients
- Work closely with tax partners and other tax staff on client management, practice development, and business development activities
- Maintain active communication with clients to manage their expectations, ensure client satisfaction, make sure deadlines are met, and lead change efforts effectively
- Consult, collaborate with, and service clients to make recommendations on business and process improvements, and serve as a business adviser to clients
- Supervise and help drive the success of multiple engagements in partnership and individual taxation
- Preparing year-end projections
- Researching various Tax issues
- Mentoring Associates and guiding them on Tax issues
- Maintaining presentation skills (oral and written)
Skills
As published by lever · 17 questions · 4 written answers
Basics
Which location are you applying for?, Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website
Short answers (4)
- Who referred you to our company?
- Date you can start?
- What is your desired salary?
- I certify that I have read and understand the applicant instructions included with this application and that the answers given by me to the foregoing questions and statements made by me are complete and true to the best of my knowledge and belief. I understand that any false information, omissions or misrepresentations of facts called for in this application, whether on this document or not, may result in rejection of my application or discharge at any time during my employment. I understand that this application form is intended for use in evaluating my qualifications for employment and that this application is not an offer of employment. I further understand that if hired, my employment will be considered "at-will" and that my employment may be terminated for any reason, with or without cause or notice, at any time by me or the Company and that this application is not intended to constitute a contract of continued employment. I declare under penalty of perjury that the facts contained in this application or any resume or other documentation submitted are true and complete to the best of my knowledge. I understand that any false information or significant omissions will disqualify me from further consideration for employment, and will be justification for dismissal from employment, if discovered at a later date. I agree to immediately notify the company if I should be convicted of any crime while my job application is pending or during my period of employment, if hired. I authorize the investigation of all statements contained in this application (and accompanying resume, if any). I further authorize the references listed above to give you any and all information concerning my previous employment and any pertinent information they may have, personal or otherwise. I understand that the company may request an investigative consumer report from a consumer reporting agency that includes information as to my character, general reputation, personal characteristics, driving record, credit history, and mode of living. I understand that the investigative consumer report may involve personal interviews with my neighbors, friends, relatives, former employers, schools, and others. I also understand that under the Federal Fair Credit Reporting Act, I have the right to make a written request to the company, within a reasonable time, for the dis-closure of the name and address of the consumer reporting agency to obtain a complete disclosure of the nature and scope of the investigation. I authorize any person, school, current employer (except as expressly noted), past employer(s), and organizations named in this application form (and accompanying resume, if any) to provide the company with relevant information and opinion that may be useful in making a hiring decision. I release all parties from all liability for any damage that may result from furnishing information and opinion (which is truthful or made in good faith) to you. If I become employed, in consideration of my employment, I agree to conform to the rules and regulations of the company and I further agree that my employment will be at-will, and may be terminated with or without cause, and with or without notice, at any time at the option of myself or the company. Only a Partner of the company has the authority to enter into an employment agreement for a specified period of time, and any such agreement must be in writing. I understand and acknowledge that this constitutes the entire agreement between me and the company regarding the term of my employment and supersedes any other oral or written agreement.
Pick from a list (9)
- Do you have the following license or certification: Certified Public Accountant (CPA)?
- Are you 18 years or older? optional
- Are you authorized to work for any employer in the United States? optional
- Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? optional
- Do you have a valid ID to verify your identity and eligibility to work? optional
- Can you provide proof of authorization to work in the United States? optional
- Are you able to perform the functions of the job for which you are applying with or without accommodation? optional
- Is there any reason why you, when performing your duties, would pose a direct threat to the health or safety of yourself or others in the workplace? optional
- Do you have any relatives that work or have worked for our company? optional
Written answers (4)
- What is your address? (Street Address, City, State, Zip Code)
- If you are able to perform the functions only with accommodations, please describe the nature of the accommodations you require and how you would perform the functions:
- Unemployment History: Please account for any time you were not employed in the last 10 years, after leaving school (you need not list any unemployed periods of one month or less).
- Do you want to tell us anything else about yourself?