Tax Manager with Partner Opportunities

Tax Manager with Partner Opportunities!

This role is located in the Michiana Area

Want to be a part of a Step Above Regional Community Leader in the Accounting Tax and Business Consulting services arena who provides a fun friendly and mentoring environment for their clients and team Enjoy working in an environment where relationships and dedication to excellence are valued and where people work together to get things done

Then this Accounting Group has a place for you!

What We Offer:

• Innovative fun collaborative and flexible work/life environment
• Diverse and inclusive work team
• Great Place to Learn & Grow!
• Competitive salaries with flexible hours
• Performance Bonus Programs
• Excellent Comprehensive Health & Wellness programs
• Excellent Above Standard PTO policies and paid holidays
• Simple IRA Retirement Program with Employer Match
• Open communication team focus and recognition programs
• And much more to motivated resultsoriented individuals who want to make a real difference in their community and role

What Youll Do:

As the Manager of Tax Services you will manage the client relationships and tax team members at the location to meet or exceed firm and client goals.

Your Accountabilities in the Role:

• Manages small business and/or corporate accounts to continually build relationships while growing and developing new business.
• Handles daytoday projects for the clients to meet tax deadlines and their ongoing business goals in a highquality way.
• Distributes and reviews project work for the staff and seniorlevel accountants ensuring accuracy completeness and ontime delivery.
• Provides onboarding training and mentoring to the tax team to continually enhance the skillsets of the group.
• Handles complex and multistate tax situations with clients to ensure a highlevel of quality resolution.
• Researches new laws and new trends to continually enhance the knowledge base for the team.
• Performs the billing for the clients ensuring accuracy and alignment to service agreements.
• Documents processes and trains the staff accordingly to ensure the team is current on new changes.

Position Requirements:

• Education: A Bachelors Degree in Accounting preferred; will consider an Associates Degree in Accounting with strong public or corporate tax accounting experience.
• Experience: Approximately 5 years of progressive tax and general accounting experience; with 2 years of supervisory or mentoring experience preferred; will train a highpotential towards team management where applicable.
• Certification(s): CPA preferred; will consider an enrolled agent certification (or will need to get a certification within 6 months to meet the job requirements if not a CPA).
• Functional Skills: Excellent planning organization and executing skills; strong analytical problemsolving and multitasking; direct experience in moving from project to project priority to priority on a daily basis; excellent thoroughness attention to detail with the ability to work well within tight due dates.
• Technology Aptitude/Skills: Solid background with tax systems (i.e. ThompsonReuter Ultra Tax ProSystems etc. with an advanced MicroSoft Office Skillset in Excel and Word.
• Language Skills: Excellent verbal and written communication skills; will interact with key customers leaders team members and the community on a regular basis.
• Leadership/Behaviors: Must be forwardthinking customerfocused process/project driven with the ability to lead mentor and influence others with ease. Requires strong relationshipbuilding and collaboration who is also a team player and approachable. Also requires someone who is lifelong learner complianceoriented and selfdirected who can lead and mentor others. Flexibility and adaptability are also important to meet the needs of the clients.
• Culture Match Behaviors: Professional in appearance personable with solid energy to meet the demands of the business.

Other Important Information:

Salary: Salary is commensurate with proven expertise and is negotiable.

This position is eligible for the bonus program! And the compensation will grow as the team member grows!

Growth Opportunities to become a Partner is also available for strong candidates in the role.

Reports To: Partner Tax Services

Core Hours: 8:00 am 5:00pm; flexibility within these core hours to meet the job requirements

Typical Work Week: MF; day on Fridays during offseason (can work 20 40 hours during this timeframe); 5060 hours a week with some Saturday work during tax season

Direct Reports: 25 depending on leadership competency

Work Conditions: Comfortable and beautiful office environment

Travel: Limited (some client visits on occasion)

Required Experience:

Manager