Position Summary

The Tax Senior Manager has mastered the skills and requirements of the manager role and has been identified as possessing the pre-requisite skills to grow into a future partner/managing director or principal. The Senior Manager is developing greater leadership skills and continuously taking on greater responsibilities. The Senior Manager is building the capacity to assist the partners/managing directors in assuming overall responsibilities in a variety of areas, including but not limited to: engagement management & client service, sales, practice development, marketing, cross selling, discipline & industry expertise, external activities & networking, leadership, people development, and strategic business planning.

Tasks

• Serves as a subject matter expert in discipline or industry
• Demonstrates excellence in most advanced technical skills
• Complies with pronouncements of professional and other regulatory groups, and enlightens and teaches the impact of such pronouncements to all staff. 
• Continues to develop industry expertise and stays abreast of industry news; contributes to staff development by sharing industry knowledge
• Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions.
• Participates in client related planning, where appropriate
• Effectively communicates all technical material to clients, verbally and in writing 
• Proficient in use of necessary discipline software and applications.
• Demonstrates excellence in client service and business acumen
• Ensures top quality client service and oversees total engagement activity
• Recognizes needs and issues pertinent to client activity and follows through to implementation.
• Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)
• Maintains effective realization rates of fees (determined by Geography & Discipline leaders) 
• Assists partners/managing directors in managing effective billing and collections
• Appropriately manages risk and ensures quality control procedures are being executed on all engagement activities
• Ensures efficient and profitable execution of engagement financial management 
• Assists partners/managing directors in planning business strategies in discipline or industry
• Builds client relationships; maintains smooth working relationship with clients and solicits client input on satisfaction

Skills

• Generates new business annually, from new & existing clients (determined by Geography, Discipline and Industry leaders)
• Solicits internal experts from across the Firm to assist in marketing & selling firm services to existing clients
• Is actively involved in community, social, business and professional organizations, to generate referral sources
• Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders)
• Proactively identifies opportunities to introduce Firm and serves as an active spokesperson
• Represents the firm and area of expertise by making presentations at third party events.
• Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism
• Participates in mentoring, training, recruiting, retention and team-building activities
• Effectively develops, supervises, trains, coaches, and mentors staff
• Completes performance reviews constructively and timely, both written and oral, as well as provides ongoing feedback throughout the performance year
• Effectively manages people with poise and professionalism during stressful times, especially during peak periods of client engagement and deadlines
• Promotes the ideals, values, mission, and vision of the firm.
• Commands respect as a leader; acts like a role model
• Conducts self with the utmost professionalism and demonstrates respect towards others
• Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff
• Maintains appropriate compliance with all firm wide and local office policies and procedures
• Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others
• Assists partners/managing directors in managing administrative activity

Experience and Education

Education

• Minimum Bachelor’s degree:
• Bachelor’s in Accounting for Audit or Tax
• Related Business Degree for Consulting

Experience 

• 8 years in accounting
• Public accounting preferred

License / Certification 

• Must be a CPA for Audit; May need equivalent certification for other disciplines.
• Must maintain required CPE credits annually
• May possibly have other industry or specialization certification

Legal / Compliance 

• Must complete firm wide Non-Compete, Non Solicitation agreements or similar applicable documents
• Must complete acknowledgement of Corporate Policy and Compliance Manual
• Must complete acknowledgement of Employee Manual document
• Must complete acknowledgement of Independence Guidelines and Ethical Standards document
• Government engagements require applying for and receiving a security clearance from the United States government.