Job Description

Job Description

The 1040 tax team is responsible for preparing federal and state tax returns for individuals. The ideal Individual (1040) Tax Manager has a strong 1040 tax accounting background, strong attention to detail, and superb managerial skills to oversee several 1040 preparers and manage client expectations.

This role will review individual income tax returns, manage client engagements, coach and supervise other tax professionals. You will have the opportunity to serve as the primary client contact for a variety of engagements, while developing an expertise in specialized industries. Other reasonable duties as assigned.

The 1040 Tax Manager will perform all duties described in the staff, senior, supervisor, and manager accountant job description. In general, approximately 70% - 75% of your time will be associated with these assigned tasks to include but are not limited to:

• Develop client relationships and serve as a trusted advisor.
• Participate in client meetings to assist with answering questions, review returns, research tax issues, and be involved in strategic tax planning. Identify areas of concern or new areas that would require research of tax standards and applicable legislation. Perform the necessary research or delegate as appropriate.
• Review workpapers and tax returns prepared by tax accountants and other department professionals including technically complex returns.
• Deliver exceptional client experience by building collaborative teams and mentoring team members.
• Conduct internal training for tax preparation team on tax topics.
• Lead, coach and develop tax accountants.
• Perform engagement evaluations of staff, senior accountants, supervisors and interns on assigned engagements in a timely manner.

The remaining 25% - 30% of your time will likely be devoted to the following:

1. Participate in firm directed CPE and on the job training. May develop and perform trainings.
2. Networking and business development
3. In-house projects (committees, working groups, etc.)
4. Mentoring, training, development of newer staff

Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. Must have a current, active Enrolled Agent (EA) or CPA license. A minimum of five years of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a clients management.

The Tax Manager works a standard day shift in an office environment. Role may require travel or alternate work schedule based on client needs.

This position is contingent on the satisfactory completion of a background check. Valid driver license is also required.

PI2c6d3a78f3b8-31181-36275567

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