Tax Senior Manager

Requirements

• Serve as a liaison between the partner, the client, and the professional staff.
• Manage client relationships and expectations, monitor engagement economics, and coordinate engagement workflow.
• Review and/or prepare 1065, 1040, 1120, and 1120S tax returns, quarterly estimates, extensions, and year-end projections.
• Identify and research technical issues to assure compliance with federal, state, and local tax laws and regulations.
• Delegate and manage governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintain contact with clients throughout the year; possess a thorough knowledge of the client and all facets of client’s business; own the end to end relationship.
• Monitor engagement economics by reviewing and analyzing reports and data; respond actively to issues or discrepancies.
• Serve clients in a consultative role with an emphasis on exceptional client service and identification of value-added services; proactively interact with key client management to gather information, resolve problems, and make recommendations for business and process improvements.
• Participate in the firm’s practice development efforts by designing and leading customized presentations and proposals to the stated needs and expectations of the clients and their organizations, creating innovative approaches with new/non-traditional clients and identifying additional services and revenue streams with current clients.
• Ensure and provide evidence that all direct reports/coaches are actively engaged in performance improvement/development activities specific to their needs.
• Communicate clear performance goals, priorities, and required competencies to others.
• Use coaching and managerial skills to enhance the development and growth of others.
• Work to develop responsible trained staff by assisting in retention, developing training material, and acting as an instructor in professional development programs.
• Participate in technical and professional training throughout the year.
• Participate in the firm’s annual performance management and goal setting process.

Benefits

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4th and year end
• 25 days PTO
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance