Tax Manager

Our firm is a highly trusted advisor for our clients, providing expert auditing and attest services, individual and business tax preparation and planning, business advisory and accounting support services. We build long-term, high-impact relationships with our clients—their success is our measure of success.

Essential Functions

• Demonstrates a thorough understanding of tax issues. Considered to be a source of technical information for tax department members and clients.
• Researches complex tax issues for presentation to engagement team members, partner, clients and others
• Monitors emerging tax law changes and proactively develop policies, procedures and training as needed
• Prepares most complex returns
• Prepares tax projections and is involved in planning for complex clients.
• Reviews tax accrual and associated working papers.
• Analyzes IRS notices and drafts responses.
• Reviews IRS notice responses prepared by other tax personnel.
• Performs client consulting engagements
• Reviews & approves tax returns as assigned, coordinate & review tax shelf returns
• Acts as a resource to prepare complex transactional analysis or complex tax research
• Is a referral source for A&A client tax issues
• Backs-up partners for client calls in their absence
• Encompass the firm’s mission, vision and values in representing the firm to other employees and the community
• Provides management over a portfolio of clients and delivers high quality tax and consulting services
• Assists in identify staff resource needs, including participating in the hiring, recruitment and termination of department staff
• Coordinates with partners and managers related to staff training and staff continuing education plans. Coordinates internal CPE presentations and training.
• Coordinates with other managers and partners to identify and implement department goals
• Coordinates with other managers and partners regarding staff scheduling and project assignments
• Monitors and follows up on staff utilization and productivity. Implements ideas and strategies for ensuring staff and department productivity.
• Participates in analysis of profitability/efficiency within department. Assists in identifying growth opportunities.
• Participates and conducts employee evaluations and employee mentorship. This may include the recommendation to promote or coach staff as deemed necessary.
• Possesses strong communication skills. Understands the need to be diplomatic when required in delivering unpleasant information
• Assists in the design and implementation of department policy and procedures (bonus structure, work flow policies, etc.)
• Coordinates with admin staff on policies & procedures
• Responsible for tax personnel onboarding procedures/training
• Performs monthly billing and collection follow-up with clients.
• Communicates with client regarding additional billing and other billing adjustments
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients and cultivates referrals.
• Takes a leadership role in professional, business or community organizations.
• Is seen as a role model for tax professionals.
• Have a valid driver’s license
• Have personal vehicle for client commute. The job requires in/out of town client commutes where a reliable vehicle is needed.
• Have current auto insurance policy with at least minimum requirements for California

Other Functions

1. Exhibits time management and organization skills.
2. Develops entrepreneurial approach to client service and good working relationships with client personnel.
3. Writes articles and makes presentations.
4. Develops a broad general knowledge of economic, political, and business conditions.
5. Performs such other duties as may be assigned.

Job qualifications

1. Bachelor’s degree in accounting or other related program.
2. Eight plus years’ experience in tax return preparation and planning.
3. Proficiency in use of computers and tax software programs.
4. CPA certification.