Tax & Consulting Manager

Position: Tax & Consulting Manager

Location: Portage, MI

Pay: $90,000 - $100,000 Unlimited OT pay

Schedule: In-office for the first six months, then hybrid (three days in-office, two remote)

Position Summary:

Responsible for managing client assignments and projects and delivering high quality service. This includes coaching, advising and supporting team members in meeting client and personal development expectations.

Qualifications:

• Bachelors or Master’s degree in Accounting or related curriculum
• Active CPA accreditation required
• Minimum 5 years of experience as a Senior Accountant in Public Accounting or equivalent

Technical Abilities

• Become actively involved with or highly proficient in a technical niche
• Proficient in tax research including knowledge of resources available
• Research/problem solve on own
• Be involved in client meetings
• Ability to assist and train staff
• Complete complex individual and business tax returns
• Manage client contact
• Actively engages as a team member in the firm
• Takes initiative to improve processes
• Delegate to staff
• Participate in the presentation of staff tax level trainings
• Review staff and senior prepared tax returns (all types) - with very limited review notes to Sr. Manager or Partner

Personal Development:

• Have an individual personal development plan (ex. work with career advocate, principal, service line leader or practice growth manager to develop the plan)
• Effectively explains firm strategic plan to others, its impact on their role, and identifies approaches for the firm to achieve its strategic goals
• Targets industry group for own specialization and pursues applicable professional development activities
• Develops clear understanding of career development opportunities
• Acts as a resource and Career Advocate for other's learning and professional development
• Helps employees identify their development gaps and apply feedback and training to improve their contribution
• Actively seeks to develop broader perspective beyond own expertise

Teamwork:

• Communicates the team’s objectives and ensures that all team members roles are clear
• Proactively makes self-available to others for guidance
• Makes time to help educate and train others and to help them resolve issues
• Takes time to help others manage conflicts promptly and makes necessary adjustments based on feedback received and in accordance with policy and procedures
• Tailors supervisory style according to employees past experience and work style
• Helps team members maximize their contribution to the firm
• Redistributes team members workloads during busy times as necessary

Community:

• Encourages team members to be involved in community events and outreach programs
• Take on a leadership role in community organization or event
• Takes a leading role in firm sponsored community service events and outreach programs

Business Development:

• Regular meetings with key referral sources
• Present to organizations on applicable topics and industries
• Maintain Business Development Activity kit based on level
• Strives to generate additional business through cross selling and business development

Benefits & Perks!

They offer a great career with industry-leading benefits and a workplace culture that consistently ranks among the best.

Some of their benefits include competitive salaries, generous PTO/paid holidays, excellent medical, dental, and vision plans, as well as bonuses, referral programs, life insurance, and a 401(k) plan. Employees also have access to an award-winning CPA certification program, community service opportunities, a dress-for-your-day policy, continuous feedback, and much more.

They focus on career development and prioritize fostering each person’s unique talents and strengths. Success is a team effort, and they thrive when their people do. They celebrate achievements and take time to build strong connections—whether through team retreats, office (and Zoom) parties, or their company sports teams. They love what they do and believe in having fun along the way!