Senior Tax Manager

Job Overview

As a Tax manager you will serve as a liaison between the partner/principal (Engagement Leader) the client and the professional staff. Managers play a key role in risk mitigation for the Firm as well as in staff development and retention. The position requires strong technical client service professionalism marketing administration skills entrepreneurial spirit and ability to develop train and support junior staff.

Managers must demonstrate substantial expertise in accounting and tax technical areas and general economic trends affecting the business climate. Youll also be expected to work outside of normal business hours if needed to complete client projects. Travel may be required in connection with professional development activities or client assignments.

Key Responsibilities

Client Engagements

Client Portfolio Management:

• Manage a diverse and complex portfolio of clients including corporate partnership NotforProfit and other returns.
• Ensure client engagements are handled efficiently and effectively meeting all deadlines and quality standards.

Client Contact and Relationship Building:

• Serve as the primary contact for clients maintaining regular communication throughout the year.
• Develop and nurture strong working relationships with client personnel understanding their business and industry and the impact of current market conditions on their tax situation.
• Keep clients informed of everchanging tax laws and regulations that may affect their business or organization.

Issue Resolution:

• Identify and resolve issues that arise during tax return preparation and tax planning.
• Represent clients in interactions with the IRS including analyzing IRS notices and drafting responses.

Technical Research and Tax Planning:

• Perform technical research in complex situations requiring judgment and formulation of alternative courses of action.
• Review research projects prepared by staff or managers.
• Demonstrate expertise in tax planning for clients developing tax planning suggestions to benefit clients.

Client Communication:

• Communicate effectively with clients to obtain necessary information with minimal disruption.
• Demonstrate an understanding of Firm services to offer appropriate services to clients.
• Develop an entrepreneurial approach to client service and cultivate referrals.

Administrative and Technical

Billing and Collection:

• Responsible for client billing and collection activities including fee discussions and monitoring staff time.
• Ensure all work is performed and documented in accordance with industry and office standards and in accordance with engagement letters and/or contracts arranged with clients.

Department Projects and Initiatives:

• Actively participate in tax department administrative projects and initiatives taking the lead on select projects.
• Work with partners and principals to establish standards for the tax staff.

Engagement Management:

• Manage tax projects including the preparation of client deliverables to meet agreedupon deadlines.
• Anticipate delays or problems and make appropriate adjustments to ensure that client commitments are met.
• Maintain constant communication with the engagement leader keeping them well informed of engagement status and issues.
• Demonstrate the ability work seamlessly across lines of services with the Audit and Consulting practices.

Technical Proficiency:

• Demonstrate proficiency in all tax software programs and serve as a resource for tax questions and issues from both tax and audit staff.
• Develop a broad general knowledge of economic political and business conditions.
• Cultivate several areas of deep technical expertise such as federal state and local tax or specific industryrelated tax issues to provide specialized knowledge and solutions to clients.
• Liaise with subject matter experts as appropriate collaborating with tax specialists to ensure comprehensive and accurate client service.

Staff Supervision and Self Development

Delegation and Review:

• Delegate work and supervise tax staff ensuring the most efficient and effective use of staff time.
• Promptly review staffs workpapers to maintain high standards of quality and accuracy.

Staff Development:

• Manage associates during engagements to enhance their learning and development.
• Provide timely and constructive feedback onthejob training and act as an instructor for formal training programs.
• Meet with each supervised staff member to provide summary feedback and discuss assignments.

Recruiting and Training:

• Assist with recruiting activities and develop a network of peer and business contacts.
• Act as an instructor for formal training programs including the preparation of training materials.

Career Development:

• Seek out and complete career development programs designed to enhance management communication and personal skills.
• Establish good working relationships with all managers and staff including interdepartmental relationships.

Business Development

Service Offering:

• Develop an understanding of Firm services to offer appropriate services to clients.
• Demonstrate initiative creativity and imagination in approach to client service.

Client Relationships:

• Develop and nurture strong working relationships with client personnel.
• Cultivate referrals and meet with prospective clients.
• Participate in proposal efforts and public speaking engagements such as tax presentations to professional groups

Qualifications and Attributes:

• Industry Experience: At least 7 years of progressive tax experience in a public accounting environment; or 2 years of experience as a tax manager
• Technical Expertise: Strong accounting tax leadership supervisory and coaching skills
• Time Management: Excellent administration and time management skills to oversee concurrent responsibilities and meet deadlines
• Effective Communication Skills: Communicate clearly and effectively both verbally and in writing to convey complex information professionally and concisely to clients and team members
• Client Relationship Management: Initiative creativity and imagination in approach to client service
• Continuous Learning Mentality: Stay updated on industry trends new regulations and best practices in order to educate self and others

Other Essential Attributes

• Ethical and Professional: Maintain high standards of integrity and confidentiality. Adhere to industry regulations and firm policies setting a positive example for the team and earning client trust.
• Business Acumen: Understand business operations and financial processes enabling strategic decisionmaking and effective tax strategies tailored to each clients industry.
• Strong Interpersonal Skills: Build and maintain strong client relationships and foster a collaborative team environment. Navigate different personalities and work styles for a cohesive team dynamic.
• Flexibility: Demonstrate an ability to adapt quickly and appropriately to rapidly changing circumstances or varying management styles.

Education Requirements

• Degree: Bachelors or masters degree in accounting or a related program with strong accounting concentration. An advanced degree (generally a MAcc Masters of Taxation or Law) is preferred.

Required Licenses and Certificates

• CPA License: Hold a current and valid certified public accountants license. CPA licensure in the State of Hawaii is highly preferred
• AICPA Membership: Be a member in good standing with the American Institute of Certified Public Accountants (AICPA).