Title: Tax Manager

Location: Greater Nashville area

About our Client:

• A specialized consulting firm focused on helping business owners pursue continued success by helping them see the multiple angles of each strategic decision with a focus on proven strategies to reduce taxes, increase cash flow, and reduce risks.
• Its mission: to empower individuals and businesses to make bold decisions courageously, grow wealth and prosperity purposefully, and leave a meaningful legacy confidently.
• They are dedicated to building genuine relationships with clients and tailoring plans and strategies to their unique individual needs.

Your Role as the Tax Manager:

The ideal Tax Manager is committed to being a life-long learner and a trusted advisor for their clients, both internal and external. He/she is Humble, Hungry, and Smart > desiring to plant a seed and build a future on the firm’s solid foundation and ethics.

Key Duties and Responsibilities

• Provide and manage excellent customer service
• Be aware of the client’s journey
• Be aware of the client’s challenges
• Lead in the development and implementation of tax processing procedures
• Lead in the development and implementation of project management processes and tools
• Coordinate with IT administrator in applying technical and software needs as related to accounting/tax processes and project management
• Coordinate with Tax administrator regarding filing deadlines and project assignments
• Coordinate with Firm Administrator/Controller with staff and invoicing issues
• Evaluate annual renewal of accounting and tax applications
• Research new software applications as needed
• Participate in staff recruiting efforts and interview of applicants
• Assist with staff development and annual tax staff evaluations
• Assist partners with new business development and merger/acquisition planning as required
• Direct/delegate projects to staff that can handle them most efficiently.
• Review accounting and tax projects
• Sign tax returns
• Supervise staff and seniors assigned to projects and manage time and project completion within budget
• Provide accounting and tax research and documentation as needed
• Identify problems, propose and implement solutions to firm related matters
• Prepare level 4 accounting and tax engagements
• Research and resolve IRS notices and examinations
• Develop ways to improve utilization, realization and efficiency in firm
• Maintain and improve accounting and tax processing procedures as applicable
• Prepare invoices for clients as needed
• Assist with collections as needed
• Meet utilization and realization standards personally and for managed client relationships
• Mentor and train other staff members by providing guidance and serving as a professional role model
• Proactively interact with clients to gather information, resolve problems, and make recommendations for business and process improvements
• Evaluate staff and participate in annual reviews
• Monitor compliance with firm quality control procedures
• Coordinate with partners regarding staff and firm matters
• Develop new client relationships
• Evolve existing client relationships
• Available to work during normal business hours
• Ability and willingness to work overtime, after hours and/or weekends as needed to meet business demands with prior manager approval
• Adhere to all firm policies
• Promote and demonstrate a sound understanding of firm purpose, brand promise and core values
• Complete special projects as required

Technical Skills:

• Advanced knowledge of tax laws
• Expert ability to apply tax knowledge to client problems
• Able to read and understand technical forms and financial reports
• Proficiency with research tools
• Sound understanding of business of accounting rather than practice of accounting
• Strong understanding of all firm services
• Strong understanding of firm’s marketing plan and practice

Background Profile for the Tax Manager:

• CPA License current and in good standing
• 7+ or more years of related experience
• Demonstrated ability to plan and organize projects
• Proficiency in CS Professional Suite and Microsoft Office Suite

Personal Trait Profile:

• Manage multiple projects simultaneously
• Work independently without close supervision
• Possess analytical and problem-solving skills
• Have professional written and oral communication skills
• Be conscientious, reliable, cooperative, professional, and courteous
• Establish and maintain effective working relationships
• Develop existing client relationships and provide exceptional service
• Develop new client relationships
• Exhibit a positive attitude and approach
• Demonstrate supervisory abilities
• Lead by example
• Be the trusted advisor to the client
• Acute attention to detail
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm