Managers may work as the lead or under the direct supervision of Senior Managers dependent upon the nature of the client engagement. Managers must have strong communication skills as they interact with both firm team members and the client to deliver quality tax services for our clients. They must also have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines. They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Managers may also have direct clients assigned to them as the AIC (Accountant In Charge). 

• Reviews mid to high level business tax and individual income tax returns 

• Advises clients regarding a full spectrum of tax services 

• Uses excellent judgment and analysis to make recommendations to clients during year-end and general tax planning 

• Oversees complex tax research projects 

• Manages tax accounting projects to meet client needs within a specified time frame 

• Provides feedback to Senior Managers and Shareholders 

• Participates in the area of business development 

• Works as part of a team to provide tax accounting services for clients 

• Manages client relationships by monitoring client needs 

• Is a key point of contact for the client on day to day accounting matters 

• Oversees and reviews work of Senior Associates and Associates including training and mentoring 

• Utilized cloud-based technology and other tax software 

• Performs client billings for client services provided 

• Bachelor’s Degree in Business required, a Bachelors in Accounting preferred 

• 5 years of accounting or bookkeeping experience required including experience managing staff 

• Licensed CPA or CMA license required 

• Understanding of Federal and State tax laws and regulations 

• Strong technology skills 

• Ability to work on multiple projects and meet deadlines 

• Ability to communicate clearly in writing and verbally 

• Team player 

• Ability to think innovatively 

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.