Tax Manager

Summary of Responsibilities

Performs a wide variety of diversified, complex, tax-related tasks and supervises other tax department personnel.

Essential Functions

  • Assumes the responsibility for the smooth flow of tax returns.
  • Delegates work, supervises seniors and tax staff, provides feedback to them, and evaluates their progress.
  • Acts as director-in-charge for personal and business clients.
  • Acts as key client contact person for various engagements.
  • Prepares the most complex tax returns.
  • Approves all returns with the exception of those dealing with specialized issues that require the expertise of another firm professional.
  • Acts as a resource for tax staff, senior tax accountants, and tax supervisors.
  • Performs more complex tax research.
  • Prepares projections and becomes involved in planning for more complex clients.
  • Becomes involved in tax planning for client situations of varying levels of complexity.
  • Assists accounting and auditing staff members in client meetings.
  • Develops a general understanding of firm philosophy and tax opinions.
  • Understands, supports and advances the firm’s mission, goals, objectives and strategies.
  • Reviews tax accruals and associated working papers.
  • Analyzes IRS notices and drafts responses.
  • Reviews IRS notice responses prepared by other tax personnel.
  • Represents clients before the IRS.
  • Participates in tax department administrative projects.
  • Bills clients and discusses fees with smaller clients.
  • Contributes to the client service team by producing quality work with quick turnaround and attentive service.
  • Establishes good working relationships with all firm personnel.
  • Recognizes opportunities to provide additional services to existing clients.
  • Demonstrates initiative, creativity, and imagination.
  • Plans, supervises and completes routine to complex engagements.
  • Becomes an expert in their assigned areas.


Other Functions

  • Exhibits time management and organization skills.
  • May assist with recruitment and training of other tax department personnel.
  • Develops entrepreneurial approach to client service and good working relationships with client personnel.
  • Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals.
  • Accepts volunteer positions in community organizations.
  • Continues to develop industry expertise.
  • Assists principals/shareholders with writing articles and making presentations.
  • Develops a broad general knowledge of economic, political, and business conditions.
  • Assists in firm administrative functions.
  • Performs such other duties as may be assigned.


Job Qualifications

  • Mastered responsibilities and position requirements of Tax Senior.
  • Four or more years full-time experience in accounting or tax return preparation.
  • CPA certification.


Work Environment and Physical Requirements

  • Requires the ability to work overtime, as necessary, in order to meet client imposed and/or government mandated filing deadlines.
  • Requires the ability to meet the demands of a fast paced, deadline oriented environment.
  • Requires the ability to manage multiple and conflicting tasks requiring excellent organization and task prioritization skills.
  • Requires the ability to use diplomacy when interacting with co-workers, superiors and clients.
  • Requires the ability to remain sedentary; only occasional walking and standing are required.
  • The noise level in the office environment is moderate (office equipment, telephones, etc.).



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