Small Business Tax Manager

Job Title

Responsibilities

• Overall successful completion of client tax compliance engagements
• Develop understanding of client's business and aspects of client's industry.
• Prepare clear and concise working papers, tax returns and financial statements.
• Generate reports which identify and address areas of significant risk and evaluate overall effectiveness of operations.
• Work on issues of diverse scope where analysis of situation or data requires evaluation of a variety of factors, including an understanding of current business trends.
• Develop effective working relationships with internal and external clients.
• Assist with development and retention of clients, including the ability to cross-sell services.
• Focus on tax planning in an effort to minimize client tax and present ongoing tax savings opportunities to clients.
• Assist clients with special projects such as budgeting and cash flow projections, tax planning and sales tax.
• Prepare and review complex corporate, individual and partnership tax returns.
• Research complex tax issues and develop resolutions.
• Deliver projects/engagements on time, within budget and to client's satisfaction.
• Supervise and mentor staff inclusive of oversight on client engagements and providing evaluative feedback.
• Prepare complex client correspondence including recommendations, technical issues, and responses to taxing authorities.

Qualifications

• Minimal of Bachelors of Science in Accounting
• CPA certification
• 5+ years of relevant Small Business and/or Tax experience
• Recent experience working in public accounting
• Ability to provide mentoring and leadership to junior staff
• Ability to develop and sustain business relationships for the purpose of increasing the firms client base
• Proficiency with Microsoft Office Suite inclusive of Outlook
• Self-starter with the ability to handle and manage multiple priorities
• Excellent written and verbal communication skills
• Exceptional customer service skills

Preferred

• Seek involvement in professional and community organizations
• Experience with ProSystems FX/Engagement software
• Prior bookkeeping experience inclusive of QuickBooks
• Strong organizational, problem-solving, and analytical skills