Tax Manager
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Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Walter Shuffain is a top 200 IPA firm and continues to grow. We seek an enthusiastic and professional Tax Manager who will lead and manage multiple tax engagements with a high level of commitment to the growth and development of our team.
Essential Functions:
- Oversee multiple client engagements; Technical planning and advising of clients that include private entities (including C-Corp S-Corp Trusts and Partnerships) as well as high-profile individuals/families
- Develop and maintain excellent client relationships through superior customer service
- Serve as the primary client contact on all related matters and directly interact with client owners and senior team members
- Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed
- Consulting working with and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients
- Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions entrepreneurship funding requirements growth objectives and exit strategies
- Assist in the development and execution of departments various training programs
- Set and monitor budgets assist with staff scheduling and workload assignments
- Prepare client billings timely and direct and assist with collection efforts
- Establish and conduct formal training seminars for staff members
- Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients
- Participate in recruitment events employee performance management training support and business development opportunities
- Building effective long-term relationships with our clients understanding their unique needs to provide a tailored service to our complex clients
Education Skills and Experience:
- BS or MS in Accounting or Tax
- 6 years of experience within a Public Accounting firm as a Tax Manager
- Ability to lead and manage a team of tax professionals
- Ability to meet challenging client requirements provide excellent interpersonal oral and written communication skills analytical and research capabilities
- Strong knowledge of Tax laws and able to communicate to shareholders
- Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns
Required Experience:
Manager
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
Ascend is a modern growth platform for entrepreneurial CPA firms, offering capital, technology, and talent support to help firms stay independent while growing stronger together.
