Position Purpose

The Tax Manager is responsible for contributing to the achievement of our tax department objectives. The Tax Manager is responsible for employee and client satisfaction within the tax department and collaborating to assure that the firm’s work product meets the compliance standards as regulated by the IRS, AICPA and other relevant governing bodies.

Position Responsibilities

The primary responsibilities of the Tax Manager are:

  • Leadership
    • Is a positive role model by setting an example of initiative, integrity, fairness, respect for others, professionalism, and balance between personal and professional responsibility
    • Upholds and demonstrates the firm values, including providing a work environment that promotes respect and teamwork
    • Ensures firm policies, procedures and service methodologies are followed and reinforces firm and departmental decisions
    • Is recognized as a leader and has the trust and confidence of partners and staff
    • Participates in and directs assigned functions outlined in the departmental roles grid as defined by the Tax Director
    • Develops expertise in a particular area of practice in an industry or other specialized field
    • Participates in all meetings, including weekly tax department meetings
    • Exhibits time management and organizational skills
  • Financial
    • Adheres to the firm’s financial reporting, billing and collection processestimely
    • Develops his/her comprehension of practice management toward growth and profitability
    • Becomes acquainted with aspects of the firm’s internal financial structure
    • Assists in monitoring staff efficiencies and chargeability
  • Human Resources
    • Mentors and manages assigned staff, assisting them with goal setting, developing their technical and client service skills, and enforcing accountability mechanisms
    • Ensures assigned staff attend required and relevant training as scheduled
    • Coach subordinate employees on firm policies and procedures as needed
    • Serves as a technical resource for subordinate employees and promotes their understanding of technical issues
    • Appropriately escalates employee related matters in a timely manner
    • Participates in the performance evaluation process
    • Participatesin recruitment activities and training of new staff as requested
  • Business Development
    • Exhibits White Nelson Diehl Evans’ values at all times
    • Maintains contacts with business peers and is actively involved in networking activities and professional organizations to cultivate referrals
    • Demonstrates thorough knowledge of the client and all facets of client’s business and identifies other services to best support client’s needs
    • Represents the firm at key community events, firm functions, and other activities
    • Meets with prospective clients
  • Technical Skills and Client Service
    • Demonstrates extensive understanding of general economic, business, and regulatory factors affecting the client industries and our profession and is perceived as a specialist
    • Maintains current knowledge of professional standards, emerging laws and regulations, and corporate governance requirements
    • Effectively discusses technical issues and their business implications with the client
    • Is responsive to client needs and maintains good working relationships with client personnel
    • Demonstrates sound planning skills and administrative routines so that engagements run smoothly
    • Communicates the engagement status with his/her partner or the client and their advisors as directed on a timely and ongoing basis
    • Manages the planning, administration, and conclusion of client engagements
    • Recognizes and effectively implements tax planning strategies
    • Is proficient with tax processes and responds to questions related to the assignments
    • Identifies and brings to the partner’s attention potential high-risk or budgetary engagement issues
    • Effectively oversees government agency audits
    • Masters all tax client compliance with minimal partner input or review
    • Meets rising standards of quality control
    • Develops and advocates “best practice” policies and procedures to achieve department objectives
    • Develops and leads in-house training sessions
    • Sustains excellent research skills and correspondence
    • Attends Continuing Professional Education training as scheduled
  • Risk Management
    • Ensures work products meet the standards established by White Nelson Diehl Evans, the AICPA and other governing bodies
    • Takes responsibility for new client acceptance and protocol
  • Information Technology and Resource Requirements
    • Provides training on various software applications as assigned
  • Expectations
    • Complies with all firm policies and procedures, and position responsibilities listed above
    • Represents self and firm in a professional manner in conduct and appearance
    • Achieves minimum total hours and billable hours as established by Department Director
    • Continues to strengthen his/her area of expertise in the area of practice in an industry or other specialized field as has been identified
    • Maintains active CPA license
Education and Skills

The skills and education required for this position are:

  • Bachelor’s degree
  • Active CPA license
  • Minimum of 7+ years of public accounting experience
  • Experience in estates and trusts, pass-through entities and corporate tax compliance
  • Experience in tax planning strategies for businesses and high net worth individuals
  • Experience with multi-state and consolidated tax returns
  • Excellent written and verbal communication skills
  • Excellent research skills and proficient in multi-tasking
  • Excellent understanding, comprehension and ability to articulate tax and accounting concepts
  • Effective leadership, project management and team building skills
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