CPA Tax Manager
Job Summary
We are looking for a tax and accounting expert to manage and facilitate the accurate preparation and filing of our company’s state and federal tax forms. The manager is primarily responsible for building relationships and interacting with clients to provide excellent planning, consulting and expertise. Tax managers work to identify tax problems and propose solutions. They will monitor current and impending changes to tax regulation and make the appropriate updates to policies and strategies. The ideal candidate is single minded in their pursuit of ensuring compliance and achieves this goal through optimizing reporting procedures and driving the successful function of the tax team.
Job Qualifications
- Master’s or Bachelor’s degree in Accounting.
- 5+ years of related tax/public accounting experience.
- Tax Experience with business/individuals and estate planning.
- 2+ years of significant supervisory experience.
- Certified Public Accountant. (Required)
General Responsibilities
- Adheres to Firm's core values at all times.
- Files federal, state, and local tax documents by preparing and/or reviewing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.
- Prepares tax provision schedules by reviewing, preparing, and consolidating provision schedules.
- Recommends tax strategies by researching federal, state, and local taxation issues.
- Maintains legislative materials by reviewing, interpreting, and implementing new or revised laws.
- Maintains compliance with regulations by forwarding required information to federal, state, and local authorities.
- Revises procedures by developing and streamlining procedures and worksheets for calculation of tax provisions.
- Trains and advises staff on tax developments and reviews and evaluates their work.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
- Accomplishes accounting and organization mission by completing related results as needed.
- Ensure compliance with all regulations, policies, work procedures and instructions.
- Protect organization's value by keeping information confidential.
- Follow the project manuals in accordance to the project assigned.
- Execute tasks assigned by Managing Partner.
Competencies
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information competently; Develops alternative solutions.
- Project Management - Coordinates projects; Communicates changes and progress; Completes projects on time and within budget; Manages project team activities.
- Oral Communication - Speaks clearly and persuasively; Listens attentively; Responds informatively to questions.
- Written Communication - Writes clearly and concisely; Edits work; Varies writing style to meet needs; Presents numerical data effectively.
- Delegation - Delegates work assignments; Sets expectations and monitors delegated activities.
- Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and industry competition; Aligns work with strategic goals.
- Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Conserves organizational resources.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
- Professionalism - Maintains composure in stressful situations; Treats others with respect and consideration; Accepts responsibility for own actions; Follows through on commitments.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach to best fit the situation. Adapts to changing technology.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.