Senior Tax Manager

Summary of Responsibilities

The Senior Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients' tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The Senior Manager has mastered the skills and requirements of the Manager role and has been identified as possessing the pre-requisite for future growth in the Firm. The Senior Manager makes decisions on all but the most unusual tax situations.

Essential Functions

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Demonstrates excellence in most advanced technical skills.
• Performs all tasks related to client service and ensures assignments are accomplished within budgeted time.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Delegates and manages tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
• Acts as a resource for tax preparers / specialists and A&A staff on specific tax issues and / or questions.
• Assumes tax preparation responsibility for the more complex business returns.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.
• Supervises tax staff and provides on-the-job training.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients' tax returns.
• Accurate and timely billing and collection processes are made.
• Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

Nonessential Functions

Knowledge, Skills and Abilities

Supervisory Responsibilities

Responsible for the development, coaching and training of senior, semi-seniors and staff accountants. Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs. Participates in reviews and evaluations of the tax department.

Working Conditions

Occasional same day travel for work at clients' offices, meetings, and seminars using a personal vehicle. Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle. Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week. Minimal hazards. General office working conditions.

Minimum Qualifications

Success Factors

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