As a Tax Manager:
- Become a trusted business advisor, not just a tax advisor, consulting with clients beyond tax needs.
- Get away from seasonal relationships and work with clients on a monthly and quarterly basis.
- Understand what is going on in our clients’ businesses year-round, to offer better strategic advice.
- Identify and define key performance indicators (KPIs) tailored to each client's unique needs, allowing for effective measurement of financial performance and strategic decision-making.
- Develop better processes internally and for clients.
As well as:
- Manage the tax preparation for pass-through entities, including partnerships.
- Offer expert state and local tax advice and solutions tailored to the business and individual needs.
- Craft and execute tax planning strategies to optimize financial outcomes.
- Consult with clients on how buying & selling impacts their business.
- Conduct Monthly Financial Oversight (Period End Close) for businesses and meet with the owners to strategize plans.
- Cultivate client relationships grounded in trust and integrity.
- Stay abreast of evolving tax laws, regulations, and trends to ensure compliance.
- Collaborate closely with colleagues to deliver unparalleled client service.
- Lead the development and mentorship of the team, foster their growth, and build their proficiency in tax matters.
- Utilize and recommend technology to streamline processes, enhance efficiency, and deliver exceptional client service.
Qualifications for Excellence
- A minimum of 5 years of tax experience in public accounting.
- A bachelor’s or master’s degree in accounting.
- CPA or EA licensure.
- Proficiency in tax laws and regulations, with strategic problem-solving skills.
- Experience navigating/building client relationships.
- Engagement management experience.
- Understanding of tax laws for pass-through entities, and strategic problem-solving.
- Strong technical knowledge of tax laws and regulations, with the ability to analyze complex tax issues and provide strategic solutions.
- Exceptional communication and interpersonal skills, with the ability to effectively collaborate with clients and colleagues.