What are the responsibilities and job description for the Tax Manager position at Progress Solutions?
Objective / Function
The Tax Manager will work under the supervision of a Partner and / or Director. A Manager will support the firm’s clients in the duties listed below and provide support and leadership to their staff. Some duties listed below are subject to the department the Manager primarily manages.
Principal Duties
- Assist with client projects as assigned and function as the lead for the client relationships.
- Handle client calls as required.
- Work with the team on tax projects.
- Assist with workflow on office projects with team members.
- Prepare and review all types of tax returns (i.e., 1040, 1120, 1065, etc.) efficiently and effectively.
- Develop and maintain client relationships through a comprehensive knowledge of tax planning including estate planning.
- Prepare and review all accounting activities provided for a client.
- Identify additional services needed by the client and update the client promptly.
- Actively play a role in ATLAS’ advisory services efforts.
- Responsible for (along with other Managers, Partners, and Seniors) billing and WIP analysis.
- Participate and promote ATLAS initiatives such as the Coaching Program and other Firm activities.
- Maintain the confidentiality of all sensitive information encountered while in the performance of duties.
- Train and develop other team members.
- Identify areas of potential improvements in processes and procedures.
- Participate in occasional same-day travel for work at client office and meetings using a personal vehicle.
- Increased operation hours are required during tax season.
- Other tasks as assigned.
Skills And Abilities
Basic Qualifications
Benefits
