Tax Manager helps drive the success of tax engagements ensuring high-quality service for our clients. Reporting to the Tax Director this role manages all aspects of tax compliance planning and consulting. The Tax Manager leads a team of tax professionals providing guidance mentorship and development to deliver accurate efficient and client-focused results.
Duties and responsibilities
As a BELAY Manager you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission vision and core values daily fostering a collaborative and positive team environment.
Team Management & Support
Supervise and support a team of tax professionals including senior associates and staff accountants under the guidance of the Tax Director
Manage workloads to ensure team members meet deadlines and deliver accurate work
Conduct regular performance reviews providing constructive feedback and identifying opportunities for professional development
Mentorship Coaching & Training
Develop and implement training programs to strengthen the technical skills and knowledge of the tax team
Serve as a mentor and coach offering career guidance and support to team members
Stay current on tax laws and industry trends ensuring the team is informed and trained accordingly
Client Service & Relationship Management
Assist in managing a portfolio of clients ensuring timely delivery of tax compliance planning and consulting services
Build and maintain strong client relationships understanding unique needs and providing tailored tax solutions
Collaborate with the Tax Director to identify and pursue opportunities for additional services and business growth with existing clients
Tax Compliance & Technical Expertise
Review and assist in the preparation of complex tax returns for individuals corporations partnerships trusts and tax-exempt organizations
Ensure compliance with federal state and local tax regulations identifying opportunities for tax savings and mitigating risks
Provide technical expertise and support on complex tax issues and transactions
Process Improvement & Efficiency
Identify and recommend process improvements to enhance efficiency and accuracy of tax compliance and reporting
Leverage technology and tools to streamline tax workflows and reduce manual processes
Collaborate with other departments to ensure integrated service delivery and client satisfaction
Qualifications
This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives independently and as part of a team and is willing to roll up their sleeves to get the job done! Our ideal manager is flexible creative well-organized and will conduct relational and efficient coaching at all times.
Bachelors degree in accounting business economics and/or finance
Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation required
7 years of related experience with client services
At least one year in a managerial role overseeing staff and 2-3 years of tax return review experience including but not limited to PTEs C-Corporations Individuals Trusts and Not-for-Profit Entities
Experience with multi-state entities and foreign owned U.S. based entities
Excellent written and verbal communication skills
Tax research experience strong knowledge of the tax code and proactive problem-solving skills
Strong leadership and interpersonal skills.
Preferred but not required:
Experience with small business and startup companies
Experience with Thomson Reuters Ultratax
Experience with Quickbooks Online
Tax Manager helps drive the success of tax engagements ensuring high-quality service for our clients. Reporting to the Tax Director this role manages all aspects of tax compliance planning and consulting. The Tax Manager leads a team of tax professionals providing guidance mentorship and development...
Tax Manager helps drive the success of tax engagements ensuring high-quality service for our clients. Reporting to the Tax Director this role manages all aspects of tax compliance planning and consulting. The Tax Manager leads a team of tax professionals providing guidance mentorship and development to deliver accurate efficient and client-focused results.
Duties and responsibilities
As a BELAY Manager you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission vision and core values daily fostering a collaborative and positive team environment.
Team Management & Support
Supervise and support a team of tax professionals including senior associates and staff accountants under the guidance of the Tax Director
Manage workloads to ensure team members meet deadlines and deliver accurate work
Conduct regular performance reviews providing constructive feedback and identifying opportunities for professional development
Mentorship Coaching & Training
Develop and implement training programs to strengthen the technical skills and knowledge of the tax team
Serve as a mentor and coach offering career guidance and support to team members
Stay current on tax laws and industry trends ensuring the team is informed and trained accordingly
Client Service & Relationship Management
Assist in managing a portfolio of clients ensuring timely delivery of tax compliance planning and consulting services
Build and maintain strong client relationships understanding unique needs and providing tailored tax solutions
Collaborate with the Tax Director to identify and pursue opportunities for additional services and business growth with existing clients
Tax Compliance & Technical Expertise
Review and assist in the preparation of complex tax returns for individuals corporations partnerships trusts and tax-exempt organizations
Ensure compliance with federal state and local tax regulations identifying opportunities for tax savings and mitigating risks
Provide technical expertise and support on complex tax issues and transactions
Process Improvement & Efficiency
Identify and recommend process improvements to enhance efficiency and accuracy of tax compliance and reporting
Leverage technology and tools to streamline tax workflows and reduce manual processes
Collaborate with other departments to ensure integrated service delivery and client satisfaction
Qualifications
This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives independently and as part of a team and is willing to roll up their sleeves to get the job done! Our ideal manager is flexible creative well-organized and will conduct relational and efficient coaching at all times.
Bachelors degree in accounting business economics and/or finance
Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation required
7 years of related experience with client services
At least one year in a managerial role overseeing staff and 2-3 years of tax return review experience including but not limited to PTEs C-Corporations Individuals Trusts and Not-for-Profit Entities
Experience with multi-state entities and foreign owned U.S. based entities
Excellent written and verbal communication skills
Tax research experience strong knowledge of the tax code and proactive problem-solving skills
Strong leadership and interpersonal skills.
Preferred but not required:
Experience with small business and startup companies
Experience with Thomson Reuters Ultratax
Experience with Quickbooks Online
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