Tax Manager



Reports to:           Principal or Partner

Classification:       Full-time; Exempt

Office Location:

Supervises:           Specified Supervisors, and all Tax Associates



Managers are essentially involved in almost all areas for which principals are responsible.  They exhibit technical proficiency and the ability to supervise and complete engagements, possess a thorough knowledge of the Firm’s policies and procedures, and serve as intermediaries between partners, principals, clients and associates.  Senior Managers exhibit the same positive characteristics as managers, but have more experience and/or years of service.



ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following:

         Manages, directs and monitors multiple client service teams on client engagements

         Plans, executes, directs, and complete tax projects in a wide variety of industries

         Interacts closely with clients to provide innovative tax planning, consulting, and compliance expertise

         Provides primary and secondary review of complicated or complex tax returns

         Performs technical tax review and approval of assigned tax returns and governmental tax examinations of any complexity

         Prepares specific client billing

         Assumes full responsibility for larger tax returns and delegates to various tax preparers as deemed necessary

         Manages tax research projects to achieve an accurate and efficient product

         Acts as a resource for tax preparers and audit associates on specific tax issues and/or questions

         Assumes tax preparation responsibility for the more complex business returns

         Assumes client service responsibility for assigned clients or for clients where the responsibility has been delegated from a partner

         Works closely with partners and associates on client management

         Plans the timing and assignment of staff to engagements coordinated with Human Resources

         Delegates and manages governmental tax examinations; may represent clients before taxing authorities

         Maintains familiarity with qualifications of all tax associates under his/her supervision

         Reviews work of associates under his/her supervision to ensure that a quality “product” is consistently delivered within established deadlines

         Supervises tax associates and provides on-the-job training

         Increased involvement in the Firm’s community and marketing activities.

         Actively markets and cross-sells the various services provided by the Firm

         Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional service programs (i.e., CPE)

         Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns




The following are some major tasks associated with the above essential job functions:

         Provides overall leadership, supervision, training and performance feedback to supervisors, senior associates and associates

         Works closely with partners and other managers/senior managers in actively leading the practice group or office and monitors group performance goals, including chargeable hours, growth, profitability and innovation

         Reviews engagement workpapers, resolves any problems, and keeps the partner informed of all important developments in the engagement

         Completes billing on time

         Maintains and enhances client service, ensuring quality, efficiency, identification and delivery of value-added services and overall excellent client relations

         Meets chargeable hour budget

         Consistently meets established deadlines, ensuring that work/review processes are complete and adequate time has been provided for partner review processes

         Provides timely training, coaching and performance feedback to appropriate parties

         Completes 100% of assigned performance evaluations on time

         Appropriately communicates with co-workers to ensure that needed information is shared, deadlines and modified deadlines are communicated, and that they have the information they need to complete their work and meet their respective deadlines

         Prepares other reports and projects as requested from time to time by the partners

         Seeks and implements innovative approaches/solutions, while actively stimulating innovative thinking among others

         Participates in the Firm’s practice development efforts through involvement with referral sources, community and industry activities




         Completes at least 40 hours of CPE per year

         Demonstrates integrity, maturity, dependability, tact, positive attitude, and enthusiasm in the performance of duties

         Cooperates with others in the Firm in a manner that recognizes the importance of teamwork in providing quality professional services

         Willing to accept new responsibilities, including seeking work from other departments when available

         Actively participates in the Firm’s social and educational functions

         Maintains an appearance and demeanor consistent with Firm culture and prevailing customs

         Ability to operate independently and “self-manage” projects

         Superior knowledge of Firm practices, policies and procedures

         Excellent interpersonal skills

         Strong organizational and leadership skills

         Excellent knowledge and utilization of computer programs, relevant software and office equipment

         Excellent attention to detail, especially in a fast-paced, deadline-oriented environment

         Ability to multi-task, analyze and resolve problems

         Ability to utilize discretion with confidential information

         Positive and proactive team player

         Knowledge of the principles and practices of personnel supervision

         Proven ability to train and motivate personnel in order to balance staffing strength with profitability and growth

         Ability to establish credibility and be decisive, but able to recognize and support the partners’ preferences and priorities

         Ability to exercise sound judgment



         Bachelor’s degree in Accounting required

         Master’s degree in Accounting or Finance or related field preferred

         Active Certified Public Accountant licensure

         Minimum of eight years (Manager) or ten years (Senior Manager) experience in public accounting, demonstrating a proven progression in complexity and scope of positions and engagements

         Minimum of three years supervising and managing personnel

         Considerable knowledge of and experience in the professional service industry




The above statements are intended to describe the general nature and level of work performed by associates assigned to this position and classification.  The statements are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.


You may be asked by partners to perform other functions and duties from time to time.  You will be evaluated in part based upon your performance of the tasks listed in this job description.  Performance may be judged based on the quality of work, application of knowledge and skills, and ability to meet time constraints, in addition to other factors.


Management reserves the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the Firm may terminate employment at any time, for any reason.  See the Employee Handbook for further guidance on employment policies and practices.

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