Job Description
Tax Manager The candidate provides client service, relationship management, and consulting services. Serves as the tax expert and coordinates all aspects of the tax relationship. Coordinates and plans service delivery to clients, including conducting review meetings. Participates in the creation and development of processes and infrastructure designed to service clients. Analyzes client financial information, assesses needs, and determines advanced strategies necessary to meet the client's objectives. Manages all aspects of the client relationship. Leads new client prospecting, designs presentations, and leads closing meetings. Develops and mentors staff and seniors through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals. Manages risk and financial performance of engagements including billings, collections, and project budgets. Successful completion of the CPA exam, licensed CPA, JD, or EA is required. Must have 6 years of recent experience in public accounting with a primary focus on tax. The ability to supervise others and excellent research and writing skills are needed.