What are the responsibilities and job description for the Manager - Tax and Business Services position at EFPR Group LLP?
EFPR Group is seeking a Tax Manager with five (5) to eight (8) years' experience in public accounting to join its Tax and Business Services team in [Rochester, New York]. The Tax Manager is responsible for oversight and management of the tax reporting, tax planning and compliance function. The successful candidate will be responsible for providing strategic guidance to clients, ensuring compliance with tax regulations and assisting in the growth and development of our clients' businesses.
Job duties include but are not limited to the following :
Client Management :
Serve as the primary point of contact for clients, building and maintaining strong relationships
Understand clients' financial goals and provide strategic tax planning and business consulting services
Team Leadership :
Lead, mentor and manage a team of tax and business services professionals
Provide guidance, training and support to ensure team members deliver high-quality services including providing verbal and written performance feedback
Tax Compliance :
Review and oversee the preparation of various tax returns, including but not limited to income, sales and payroll tax returns
Stay updated on changing tax laws and regulations to ensure compliance and maximize tax benefits for clients
Serves as lead contact to interact with client
Ensures both that : (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards
Conducts top level review of various tax returns and resolves all tax issues with client; involves specialists where appropriate
Communicates with client and assures any issues identified are communicated to the appropriate Partner / Director assigned to the client
Tax Specialization :
Develops in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, corporate pass-through, state and local, international, expatriate, credits and incentives
May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
Business Consulting :
Offer expert advice on business strategies, financial planning, and risk management to help clients achieve their financial objectives
Frames projects and issues for effective delegation to Senior Associates and Associates
Client Growth :
Identify opportunities for cross-selling services and expanding the client base
Develop and present proposals for new services and projects to clients
Review studies of tax implications and offers clients alternative courses of action
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Quality Control and Research :
Ensure all work is performed with the highest level of quality, accuracy and adherence to professional standards
Identifies when research is needed; clearly and concisely frames issues to be researched and reports the analysis
Reporting :
Prepare and present reports to senior management on department performance and client satisfaction
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Associate
Timely billing including management of identified out-of-scope activity and communication to client
Compliance and Ethics :
Ensure all services are performed in compliance with legal and ethical standards
Promote a culture of integrity and adherence to professional codes of conduct
Requirements
Qualifications and Skills :
Required :
Bachelor's Degree in Accounting, Finance or related field
CPA Licensed
Minimum five (5) to eight (8) years' prior experience in public accounting
Prior supervisory experience required
Experience with corporate taxation, consolidations and partnerships preferred
Effective leadership, interpersonal, organizational, technological and analytical skills
Superior verbal and written communication skills
Ability to compose written tax advice
Strong analytical, research and critical thinking skills as well as decision making skills
Ability to effectively delegate work as needed
Capacity to work well in team environment
Capable of effectively developing and managing a team of tax professionals
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Commitment to maintaining professional certifications and staying updated on industry trends
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software, Caseware, Depreciation Software or comparable programs and standard tax workpapers
Experience with Microsoft Office Tools (Excel, PowerPoint, Word and Outlook) and Adobe Acrobat
Strong knowledge of federal, state and local tax laws and regulations
Preferred :
Master's Degree in Accounting, Finance or related field preferred
Proficiency with tax preparation software and accounting software (e.g., QuickBooks, ProSystems, CCH Axcess) a plus
Benefits & Perks :
With EFPR's 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. 2080 combined with our Flex Policy, and our competitive compensation and benefits package, EFPR remains a destination employer. If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website, here ( https : / / efprgroup.com / careers / perks-benefits / ).
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