Experienced Tax Manager
Apply NowCompany: Porte Brown LLC
Location: Mchenry, IL 60050
Description:
Position Purpose/Summary
The Experienced Tax Manager is responsible for larger more complex tax engagements and may manage multiple projects simultaneously. This position assumes responsibility for reviewing returns and supporting staff at all levels by answering questions and providing guidance. This position is also responsible for mentoring, coaching, supporting team members in meeting clients and self-development expectations.
Duties and Responsibilities
Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures
Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements
Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback
Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
Manage and guide staff on their day-to-day activities including budgeting
Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities
Build and maintain client relationships and manage all aspects of the client engagement process
Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes
Research tax law and consult on tax technical questions
Plans and manages responsibilities and resources to achieve assigned objectives
Helps develop solutions for clients and manages implementation of ideas
Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients
Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measure to resolve assignment issues
Identifies client needs and opportunities, and identifies cross selling and new service opportunities
Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization, and staff development
Develop functional specialization and/or industry expertise
Establishes and actively works to build a network to assist with business development and firm marketing initiatives
Develop a specialty designation or begin to obtain a masters
Additional responsibilities not listed above may be expected as needed
Requirements
Certification, Licenses, Registrations
CPA
Key Success Factors
Accountability: Meets established expectations; takes responsibility for achieving quality, sound, and timely results; and encourages others to do the same. Ability to lead and develop employees
Analytical and Problem Solving: Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Commitment to Excellence in Client Service: Provides exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs.
Executes for Results: Effectively leverages resources to create exceptional outcomes in a timely manner, embraces change, and constructively resolves barriers and constraints.
Time Management: Able to balance multiple priorities and complete assignments within time constraints and deadlines. Asks for timely direction when necessary.
Business development results (Selling, cross-selling, marketing)
Travel Requirements
Regular same day travel for work at client's facilities, meetings, and seminars is required using personal vehicle.
On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle.
This position requires employees to have their own means of transportation
Work Hours & Environment
It is generally expected that this position will work in the office or onsite at a client's facility during the workweek, from the hours of 8:30am - 5:00pm, Monday through Friday.
During Tax season (Jan 1 - April 15), the work week, generally totaling approximately 60 hours per week, Monday through Saturday.
Salary Description
$110,000 - $135,000
The Experienced Tax Manager is responsible for larger more complex tax engagements and may manage multiple projects simultaneously. This position assumes responsibility for reviewing returns and supporting staff at all levels by answering questions and providing guidance. This position is also responsible for mentoring, coaching, supporting team members in meeting clients and self-development expectations.
Duties and Responsibilities
Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures
Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements
Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback
Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
Manage and guide staff on their day-to-day activities including budgeting
Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities
Build and maintain client relationships and manage all aspects of the client engagement process
Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes
Research tax law and consult on tax technical questions
Plans and manages responsibilities and resources to achieve assigned objectives
Helps develop solutions for clients and manages implementation of ideas
Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients
Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measure to resolve assignment issues
Identifies client needs and opportunities, and identifies cross selling and new service opportunities
Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization, and staff development
Develop functional specialization and/or industry expertise
Establishes and actively works to build a network to assist with business development and firm marketing initiatives
Develop a specialty designation or begin to obtain a masters
Additional responsibilities not listed above may be expected as needed
Requirements
Certification, Licenses, Registrations
CPA
Key Success Factors
Accountability: Meets established expectations; takes responsibility for achieving quality, sound, and timely results; and encourages others to do the same. Ability to lead and develop employees
Analytical and Problem Solving: Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Commitment to Excellence in Client Service: Provides exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs.
Executes for Results: Effectively leverages resources to create exceptional outcomes in a timely manner, embraces change, and constructively resolves barriers and constraints.
Time Management: Able to balance multiple priorities and complete assignments within time constraints and deadlines. Asks for timely direction when necessary.
Business development results (Selling, cross-selling, marketing)
Travel Requirements
Regular same day travel for work at client's facilities, meetings, and seminars is required using personal vehicle.
On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle.
This position requires employees to have their own means of transportation
Work Hours & Environment
It is generally expected that this position will work in the office or onsite at a client's facility during the workweek, from the hours of 8:30am - 5:00pm, Monday through Friday.
During Tax season (Jan 1 - April 15), the work week, generally totaling approximately 60 hours per week, Monday through Saturday.
Salary Description
$110,000 - $135,000