Senior Manager overseeing tax return preparation and managing tax staff. Collaborating in client relations and providing technical tax guidance while ensuring compliance and accuracy.
Responsibilities
Main Experience with partnerships, S Corporations and individual tax filings (1065s, 1120S and 1040s).
Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
Delegates, manages, and performs tax research projects to achieve an accurate and efficient product.
Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
Assists and supervises tax preparers with the more complex business returns.
Assumes client service responsibility for clients the tax manager works directly with or clients where the responsibility is delegated from the partner.
Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients.
Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
Supervises tax staff and provides on-the-job training.
Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns.
Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters.
Maintains a knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
Participates in firm's practice development efforts through involvement with referral sources, community and industry activities.
Requirements
7-10 years of experience in public accounting, demonstrating a proven progression in tax return complexity, scope, and research.
At least two (2) years experience representing clients before taxing authorities.
Prior leadership and supervisory experience directing work of tax preparers.
Minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements.
Participates in career development program to improve managerial, communication, and interpersonal skills.
5+ years of experience performing research and providing quality technical advice.
Excellent oral & written communication skills.
Self starter with the ability to work independently and use good judgment.
Prior leadership and supervisory experience.
Strong interpersonal skills, including proven experience liaising with clients.
Strong mentoring skills and the desire to participate in our Mentoring Program.
Decision making skills.
Ability to think like a partner.
Creative thinker with entrepreneurial approach to client interactions.
Must be a member in good standing with the American Institute of CPAs.
Proficiency in use of computer tax preparation, tax research, and tax planning software programs.
Benefits
Equal Opportunity Employer
Commitment to personal and professional development
Join Primus Valor AG as a dual student in Accounting, Taxation, and Business Law. Gain hands - on experience while studying at DHBW Mannheim with career opportunities post - graduation.
Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.
Tax, Treasury & Internal Control Executive providing tax management advice and strategy in finance team. Collaborating on compliance and financial processes with an emphasis on internal controls.
Manager in International Tax Services managing and delivering compliance and consulting services for U.S. and foreign multinational clients with a focus on international tax planning.
Manager of Tax Services leading and managing corporate/business tax engagements. Providing compliance, planning, and advisory services to diverse clients in a reputable accounting firm.
Senior Manager advising high - net - worth clients on complex fiduciary tax matters. Overseeing engagements and mentoring staff in a certified public accounting firm.
Manager in Wealth Tax focusing on fiduciary tax compliance for high - net - worth individuals and families. Lead engagements and develop client relationships in a respected accounting firm.
Tax Associate providing full - service tax preparation and compliance support at Berkowitz Pollack Brant. Assisting with corporate, international, and wealth tax groups in a client - focused environment.
Managing Director leading international tax strategy at Berkowitz Pollack Brant, advising high - net - worth clients on complex cross - border issues. Collaborating with team members to expand the firm's tax practice.