Managers may work as the lead or under the direct supervision of Senior Managers dependent upon the nature of the client engagement.  Managers must have strong communication skills as they interact with both firm team members and the client to deliver quality tax services for our clients. They must also have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines.  They train and lead senior associates and associates, instruct them in work to be performed, review the work completed, provide feedback, and direct necessary revisions. Managers may also have direct clients assigned to them as the AIC (Accountant In Charge). 

Reviews mid to high level business tax and individual income tax returns 

Advises clients regarding a full spectrum of tax services 

Uses excellent judgment and analysis to make recommendations to clients during year-end and general tax planning 

Oversees complex tax research projects 

Manages tax accounting projects to meet client needs within a specified time frame 

Provides feedback to Senior Managers and Shareholders 

Participates in the area of business development 

Works as part of a team to provide tax accounting services for clients 

Manages client relationships by monitoring client needs 

Is a key point of contact for the client on day to day accounting matters 

Oversees and reviews work of Senior Associates and Associates including training and mentoring 

Utilized cloud-based technology and other tax software 

Performs client billings for client services provided 

Requirements

Bachelor’s Degree in Business required, a Bachelors in Accounting preferred 

5+ years of accounting or bookkeeping experience required including experience managing staff 

Licensed CPA or CMA license required 

Understanding of Federal and State tax laws and regulations 

Strong technology skills 

Ability to work on multiple projects and meet deadlines 

Ability to communicate clearly in writing and verbally 

Team player 

Ability to think innovatively 

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.