Sr. Tax Manager

We believe in putting people first. Whether you are joining us straight from college or have spent 20 years in the industry, we value each staff member’s individual strengths, suggestions, and successes. Our leadership team is committed to fostering and maintaining a culture of inclusiveness. You will find an open-door policy, where staff has access to all levels of management. We have created a collaborative learning environment in which each team member is encouraged to provide input, feedback, and ideas.

We recognize that creating a People First Culture goes beyond the benefits package. In addition to standard benefits, our employees enjoy a flexible work environment including remote work from home and hybrid work arrangements, adaptive work schedules, opportunities to travel, generous PTO, and a “dress for your day” dress code. While we pride ourselves on our professionalism and providing top-notch service to our clients, we also know how to have some fun! There is never a shortage of company and department outings, cookouts, and team sports. We believe in providing relationship driven service, and that begins at home, in our offices.

Our commitment to our employees is what sets us apart. We were also recognized as a 2022 Top Workplace based solely on employee feedback. This recognition is a testament to the employee-centric culture we have strived to build throughout our 73 years of service.

Employees are rewarded with a competitive salary and a comprehensive benefits package including:

• Remote and hybrid work arrangements
• Comprehensive CPA exam resources and reimbursement
• Health insurance
• Dental insurance
• Vision insurance
• Long and short-term disability
• Employer-paid life insurance
• Generous PTO package including company paid holidays
• Flexible Spending Account (FSA)
• Tuition reimbursement
• 401(k) Plan with company match
• “Dress for Your Day”
• Flexible schedules
• Paid volunteer time
• Paid Continued Professional Education (CPE)

Position Mission:
Under the direction of the Department Partner, the Senior Manager will provide tax services directly to clients, manage tax client relationships, participate in tax client services from other firm offices, supervise staff, and take part in training and recruiting staff.

How will you achieve this mission?

• Proficiency in business (corporate and flow through entities) and individual tax preparation.
• Involvement in planning and managing large, more complex tax engagements.
• Recognize expertise in an area of tax; serve as an internal resource in this area.
• Assist with marketing and obtaining new clients
• Participate in evaluating potential tax practice acquisitions and be a part of the firm’s senior leadership team.
• Develop a reputation for expertise in the accounting profession or one’s chosen industry niche or sector, including continued service in professional associations, referrals from client and non-client organizations in one’s chosen area, and acceptance of speaking engagements to outside groups.

Supervisory Responsibilities

• Continued effectiveness as a relationship manager, including large, complex engagements.
• Acceptance of department management responsibilities, - for oversight of scheduling, team management and staff development, accounting systems (efficient and effective procedures), and training.
• Serve as mentor to one or more supervisors/staff and demonstration of promise in development of senior staff.
• Effective participation in firm- or department-wide management activities, including strategic planning with partners, and decision-making about staff promotion, hiring, and firing.

Marketing and Networking Responsibilities

• Participation in client and non-client networking events.
• Effective involvement in associations or activities related to one’s chosen niche or sector.
• Participate in acquiring new engagements with existing clients and new clients.
• Participate in firms marketing plan.

What do you need to achieve this mission?

• Minimum of eight (8) years of experience in tax services.
• Proficient in CCH Axcess Tax, Document, WorkFlow (XCM), Fixed Assets, and Engagement.
• Demonstrate knowledge of GAAP.
• Outstanding leadership skills with demonstrated ability to perform as a leader.
• Ability to motivate, mentor and develop staff and teams in a team driven environment.
• Possess excellent written and verbal communication skills.
• Demonstrate proactive business development practices including participation in professional organizations, maintaining relationships with existing and prospective clients.
• Demonstrate outstanding interpersonal skills.
• Efficient in completing multiple projects within time budgets.