What are the responsibilities and job description for the Tax Senior Manager position at UHY LLP?
Position Summary :
The Tax Senior Manager has mastered the skills and requirements of the manager role and has been identified as possessing the pre-requisite skills to grow into a future partner / managing director or principal. The Senior Manager is developing greater leadership skills and continuously taking on greater responsibilities. The Senior Manager is building the capacity to assist the partners / managing directors in assuming overall responsibilities in a variety of areas, including but not limited to : engagement management & client service, sales, practice development, marketing, cross selling, discipline & industry expertise, external activities & networking, leadership, people development, and strategic business planning.
Tasks :
Serves as a subject matter expert in discipline or industry
Demonstrates excellence in most advanced technical skills
Complies with pronouncements of professional and other regulatory groups, and enlightens and teaches the impact of such pronouncements to all staff.
Continues to develop industry expertise and stays abreast of industry news; contributes to staff development by sharing industry knowledge
Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions.
Participates in client related planning, where appropriate
Effectively communicates all technical material to clients, verbally and in writing
Proficient in use of necessary discipline software and applications.
Demonstrates excellence in client service and business acumen
Ensures top quality client service and oversees total engagement activity
Recognizes needs and issues pertinent to client activity and follows through to implementation.
Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)
Maintains effective realization rates of fees (determined by Geography & Discipline leaders)
Assists partners / managing directors in managing effective billing and collections
Appropriately manages risk and ensures quality control procedures are being executed on all engagement activities
Ensures efficient and profitable execution of engagement financial management
Assists partners / managing directors in planning business strategies in discipline or industry
Builds client relationships; maintains smooth working relationship with clients and solicits client input on satisfaction
Skills :
Generates new business annually, from new & existing clients (determined by Geography, Discipline and Industry leaders)
Solicits internal experts from across the Firm to assist in marketing & selling firm services to existing clients
Is actively involved in community, social, business and professional organizations, to generate referral sources
Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders)
Proactively identifies opportunities to introduce Firm and serves as an active spokesperson
Represents the firm and area of expertise by making presentations at third party events.
Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism
Participates in mentoring, training, recruiting, retention and team-building activities
Effectively develops, supervises, trains, coaches, and mentors staff
Completes performance reviews constructively and timely, both written and oral, as well as provides ongoing feedback throughout the performance year
Effectively manages people with poise and professionalism during stressful times, especially during peak periods of client engagement and deadlines
Promotes the ideals, values, mission, and vision of the firm.
Commands respect as a leader; acts like a role model
Conducts self with the utmost professionalism and demonstrates respect towards others
Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff
Maintains appropriate compliance with all firm wide and local office policies and procedures
Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others
Assists partners / managing directors in managing administrative activity
Experience and Education :
Education
Minimum Bachelors degree :
Bachelors in Accounting for Audit or Tax
Related Business Degree for Consulting
Experience
8 years in accounting
Public accounting preferred
License / Certification
Must be a CPA for Audit; May need equivalent certification for other disciplines.
Must maintain required CPE credits annually
May possibly have other industry or specialization certification
Legal / Compliance
Must complete firm wide Non-Compete, Non Solicitation agreements or similar applicable documents
Must complete acknowledgement of Corporate Policy and Compliance Manual
Must complete acknowledgement of Employee Manual document
Must complete acknowledgement of Independence Guidelines and Ethical Standards document
Government engagements require applying for and receiving a security clearance from the United States government.
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