What are the responsibilities and job description for the Tax Services Manager position at BerganKDV?
Job Summary
The BerganKDV Tax Services Manager is responsible for providing high-quality tax services to external clients, executing engagement scheduling, and identifying areas of process improvement. This role is an active participant in the firm's CPA Services Department, planning, supervising, and performing reviews for all levels of business & individual returns.
Key Responsibilities
- Manage client relationships, expectations, and workflow
- Bring tax savings opportunities to clients
- Engage in client discussions about strategic tax topics
- Provide timely & accurate responses to clients
- Develop and execute a networking strategy to meet new prospects and maintain an industry focus
- Communicate work expectations to staff & management team
- Maintain current knowledge on accounting standards and provide training to team members
- Attend and participate in related meetings
Requirements
- 8 years of Tax experience
- Bachelor's degree in accounting or related degree
- CPA Certified
- Master's Degree in Tax or Finance strongly recommended
- PC literate: basic software applications: Word, Excel, Internet, etc.
- Experience leading or managing a team
Technical Skills
- MS Office /Windows experience particularly financial modelling and data management in Excel
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
