Perform initial and/or final review of manager, tax senior, tax staff and intern work products.
Act as primary client point of contact for the firm.
Identify opportunities for value added services for clients by staying abreast of their business needs.
Communicate staffing and workload issues to Resource Planning.
Review and confirm assignment objectives, scope, and work plan with client.
Resolve work product issues using firm resources.
Contribute to the development and management of comprehensive strategies to identify and meet all client needs.
Identify and research technical issues to ensure compliance with federal, state, and local tax laws.
Coach and mentor staff to assist with enhancing their skills and further develop their career.
Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients.
Support the partner team in the development and planning of strategy, objectives, and budgets.
Prepare and/or review monthly client bills.
Anticipate, identify, and resolve complex tax-technical issues.
Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines.
Support business development efforts by nurturing existing relationships and helping to identify new client opportunities

CPA or Enrolled Agent (EA)
7+ years of business tax prep & review experience
Excellent project management, analytical, interpersonal, and communication skills
Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
A strong desire toward career advancement and goal toward future firm ownership
Excellent work ethic and a sense of humor are a must!
Ability or interest in business development and expanding client relationships.

Tax Manager, Auto Dealerships

Key skills