The Tax Manager oversees client engagements, provides tax advisory services, manages a team, and fosters strong client relationships, ensuring high-quality service.
Walter Shuffain is a top 200 IPA firm and continues to grow. We seek an enthusiastic and professional Tax Manager who will lead and manage multiple tax engagements with a high level of commitment to the growth and development of our team.
Essential Functions:
- Oversee multiple client engagements; Technical planning and advising of clients that include private entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as high-profile individuals/families
- Develop and maintain excellent client relationships through superior customer service
- Serve as the primary client contact on all related matters and directly interact with client owners and senior team members
- Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed
- Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients
- Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies
- Assist in the development and execution of department’s various training programs
- Set and monitor budgets, assist with staff scheduling and workload assignments
- Prepare client billings timely and direct and assist with collection efforts
- Establish and conduct formal training seminars for staff members
- Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients
- Participate in recruitment events, employee performance management, training support, and business development opportunities
- Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients
Education, Skills and Experience:
- BS or MS in Accounting or Tax
- 6 years of experience within a Public Accounting firm as a Tax Manager
- Ability to lead and manage a team of tax professionals
- Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities
- Strong knowledge of Tax laws and able to communicate to shareholders
- Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns
Top Skills
Accounting Software
Tax Laws
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