Tax Manager

FLSA Classification – Exempt

Salary Grade/Level/Family/Range – Level – Manager

Reports to Senior Manager

Job Description

Summary/objective

Tax managers are responsible for the review and management of their assigned client work with US Tax client. They are also responsible for managing multiple projects simultaneously and coordinating workflow amongst the team. Managers will assist associates, and senior associates with technical and software issues. Managers will be proficient in US Tax and be able to properly guide the team through preparation and review of US Tax work.

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Reviews US Tax returns for assigned clients.
• Assumes full responsibility for supervising projects and special assignments using established Firm policies and procedures.
• Coordinates various phases of US tax return preparation, budgets time, monitors actual performance against budget, prepares complex tax returns and reviews working papers for accuracy and completeness on less complex projects.
• Identify tax issues and planning opportunities as they arise and communicate to Manager, Senior Manager or Partner.
• Assigns work to staff members based on their knowledge and capabilities.
• Supports training of staff members, offers guidance and direction, gives constructive criticism of working papers.
• Ensures that working papers, tax returns, and other client deliverables are accurate and prepared in accordance with professional and Firm standards.
• Communicates project’s progress, problems, resolutions, tax activity and other business concerns to Managers, Senior Managers, or Partners.
• Accepts responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm.

Supervisory responsibilities

• Oversee work of Associates, Senior Associates and Supervisors

• Provides supervision and on-the-job training to staff.
• Assigns work to staff members based on their knowledge and capabilities.
• Supports training of staff members, offers guidance and direction, gives constructive criticism of working papers.

Work environment

• Work to be performed remotely

Physical demands

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 20 pounds at times.

Required education and experience

• Normally four (4) to five (5) years’ experience in public accounting or consulting with US Tax
• Bachelor’s or Master's degree in Accounting, or degree appropriate to practice area

Preferred education and experience

• Current and valid CPA license strongly preferred. If not currently a CPA, the ideal candidate must be CPA eligible and working toward obtaining licensure by taking and passing applicable state CPA exam

Affirmative Action/EEO statement

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.