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Tax Manager

PERRY & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS A CMarietta, Ohio, United StatesOTHER
Posted 1 week ago
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Role description

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Job DetailsLevel: ManagementJob Location: Marietta, OH 45750Tax Manager: The Tax Manager role is responsible for managing staff, client assignments and projects and delivering a high-quality service. Additional

###responsibilities### include assisting with overseeing office operations and staff, client service activities, quality, reporting, production revenue budget and forecasting; and working in conjunction with the Director on maximizing performance including production revenue maximization, and staff development. This includes coaching, advising, and supporting team members in meeting client and self-development expectations.

In addition, the position will be responsible for following and enforcing all firm and staff policies and procedures. Supervisory Responsibilities: Provide effective and respectful leadership to associates through planning of appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations & providing feedback on performance, recognition/celebration, coaching, counseling reports and/or discipline; creating career growth opportunities and associate development plans.

Understand skillsets and capabilities of Associates and monitor and review work products that they prepare and report on performance while articulating coaching notes throughout the process. Duties/Responsibilities: Serve as the Tax client service coordinator for appropriate clients. Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general business activities.

Manage client needs with respect to tax services and federal and state tax compliance. Promote the Firm to clients, business associates and through community events. Prepare tax returns and provide detailed review and analysis of tax returns.

Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm. Facilitates monthly department meetings to communicate the service line’s direction, any changes in firm staffing or policies, new client opportunities and client project status, etc.

Reviewing research findings and ensuring conclusions are consistent with firm policies and professional standards. Assist with new business development, extended service, and tax issue recognition for existing clients. Remain up to date on current tax practices and changes in tax law.

QualificationsRequired Skills/Abilities: Advanced knowledge of general financial accounting and tax laws. Understanding of and ability to adhere to generally accepted accounting principles. Proficient in computer software programs.

###skills### and attention to detail. Excellent written and verbal communication skills. Proficient in Microsoft Office Suite or similar software.

Education and Experience: Bachelor’s degree in Accounting, Finance, or related discipline required. CPA or EA (or in progress) Preferred 4+ years of related tax experience. Preferred 1+ years of related management experience.

Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

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