What are the responsibilities and job description for the Tax Manager position at SBF Advisors?
Our firm’s tax department is currently seeking a self-motivated, detail-oriented individual to join our growing team. We are seeking someone who wants to participate in our firm's positive culture and is passionate about helping our tax practice grow.
- Learn to efficiently navigate firm software
- Practice
- UltraTax
- CCH
- ACS
- QBO
- Demonstrates ability to complete various tax and accounting projects, including:
- 1040
- 1120S
- 1065
- 990
- 1099
- Annual business accounting (write-up)
- Tangible personal property returns
- Demonstrates logical thinking when recording tax information
- Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return
- Demonstrates an understanding of basic state taxation issues
- Accurately prepares quarterly and annual estimated tax liability calculations
- Proactively takes part in tax planning for clients
- For business returns, demonstrates the ability to follow procedures and identify opportunities of improvement.
- General understanding of client accounting service projects as needed
- Learn and exhibit professional communication skills
- With team internally regarding status of projects, asking good questions, participating in meetings
- With clients as appropriate and as directed by client relationship managers
- Builds upon job knowledge by participating in department wide trainings as well as independent learning such as reading professional publications and regulations
- Understands importance of deadlines by demonstrating time management skills and learning to prioritize engagements.
- Demonstrates the expertise to supervise the preparation of tax returns
- Conducts first review of tax return and identifies basic, complex and advanced issues throughout the engagement; raises potential tax issues
- Demonstrates the ability to provide quality tax planning to clients that encompasses the clients’ full business needs
- Refining skills, knowledge, and expertise as a specialist in a tax-related technical field and/or industry that we service at our firm
- Active CPA license
- Ability to create tax proposals and determine appropriate fees based on an estimated engagement budget
- Provides performance evaluations to associates and seniors and effectively communicates strengths and opportunities for improvement
- Builds strong relationships with clients as a trusted advisor
