Tax Manager for CPA Firm
: Job Details :


Tax Manager for CPA Firm

Whitman Transition Advisors LLC

Location: New York,NY, USA

Date: 2024-06-28T03:21:41Z

Job Description:

A top 50 largest independent CPA firm in the Country is looking for a Tax Manager to join their NYC or North Brunswick, NJ office (2 open roles)

Position Summary:

  • Acts as liaison between partners, clients and staff.
  • Responsibilities include managing multiple projects and client engagements simultaneously while scheduling, staffing and coordinating engagement workflow.
  • Develops and trains staff.
  • Major involvement in firm practice development efforts, develop advanced technical knowledge, and management skills. Ability to make decisions.
  • Ability to effectively delegate work.

Responsibilities:

  • Possesses a complete knowledge of the Firm's philosophy on financial, tax, and consulting matters, work quality and application of professional and Firm standards.
  • Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business.
  • Plans, schedules and staffs engagements using firm policies and procedures.
  • Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations.
  • Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions.
  • Communicates progress of engagements, problems and resolutions to client through written and oral correspondences.
  • Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts.
  • Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
  • Performs supervisory reviews of all tax returns and governmental tax examinations of complexity.
  • Assumes tax preparation responsibility for the more complex business returns.
  • Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities.

Requirements/Qualifications:

  • A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
  • Demonstrated ability to bring in new business to a CPA firm.
  • Bachelors or Master's degree in accounting.
  • Experience with Partnership returns.
  • Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
  • A current and valid certified public accountant's license is required.
  • Must be a member in good standing with the American Institute of Certified Public Accountants.
  • Proficiency in use of computers and various accounting and tax computer software.
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