Tax Manager

Summary of Responsibilities

Performs a wide variety of diversified, complex, tax services and supervises other tax department personnel. Among other accountabilities, supervised by and reports to the Tax Department Manager.

Primary Functions

• Review or prepare income, fiduciary, estate, gift and exempt tax returns.
• Monitor adherence to the Firm's tax policies, procedures and standards.
• Serve as a resource and mentor for staff tax accountants and senior tax accountants.
• Perform complex tax planning and research; render conclusions according to Firm policy.
• Assist accounting and auditing staff members in client meetings, reviewing tax accruals, and drafting footnotes to financial statements.
• Analyze IRS notices and draft responses, or review such work, according to Firm policy.
• Represent clients before the IRS.
• Delegate work to staff tax accountants and senior tax accountants; supervise their work.
• Participate in tax department administrative matters as directed.
• Assist in developing and marketing additional profitable tax services.
• Facilitate the timely and efficient flow of tax work.
• Serve as the engagement manager for selected individuals and business tax clients, including billing and fee matters.
• Contribute to the Firm's client service standards by producing quality work with attentive service, meeting Firm standards for turnaround time.
• Further develop industry or tax specialization expertise.
• Establish and maintain good working relationships with all Firm personnel.
• Demonstrate initiative, creativity, imagination, and time management and organization skills.
• Assist with internal training programs.
• Coordinate and monitor personal development plans for tax staff.

Other Functions

• Assist with recruiting, developing, mentoring, and retaining tax department personnel.
• Develop good working relationships with client personnel to solidify trust and confidence in the Firm and its services.
• Participate in community organizations and activities, serving as an officer or sitting on a committee. Cultivate referral sources and centers of influence. Perform marketing and business development assignments according to individual Professional Development Plan.

Job Qualifications

• Bachelor's degree in accounting or other related program. Advanced degree (generally master's in taxation or law) or enrollment in an advanced degree or certification program.
• 5-8 years of CPA firm experience in income tax services.
• Proficiency in use of computers and tax software programs.
• CPA certification.

For consideration, please email resume to: recruiting@rodefermoss.com