Tax Manager

 Position Title: Tax Manager | Client Manager

Within our firm, this role is titled Client Manager. In the traditional CPA firm terminology, the position is equivalent to that of a non-equity partner.

 

Position Purpose

Fulfill the corporate mission and vision by performing Client Management duties and fulfilling performance expectations in accordance with Firm values.  


Performance Expectations

The Client Manager is expected to:

  1. Manage their own Book of Business
  2. Ensure excellent client service
  3. Project management
  4. Business Development

 

Duties

The Client Manager position’s purpose will be achieved by effectively demonstrating:

 

A. Planning, supervision and completion of routine engagements.

  1. Prepare income tax returns and financial statements.
  2. Perform accounting and other engagement services according to established protocol.
  3. Facilitate smooth engagement execution through delegation and management of projects through appropriate Department Managers.
  4. Represent clients before the IRS.
  5. Review tax notice responses.
  6. Facilitation of client meetings by preparing for and facilitating tax planning and other engagement meetings.
  7. Ensure client understanding of fees before services are delivered.
  8. Execute and support quality control procedures to ensure firm operations align with best practices and reporting documents comply with AICPA standards.
  9. Committed to exceptional customer service and seeks to enhance our services on an ongoing basis.
  10. Works efficiently and exercises effective time management.
  11. Supports the strategic direction, operating plans and professional standards of the Firm.
  12. Ensures clients are satisfied by proactively managing, following-up, and ensuring client projects are completed consistently, accurately, and on-time as promised, Firm wide. This includes:
  13. Monitoring deadlines, to ensure client expectations and deadlines are met.
  14. Staying knowledgeable of all processes in the Firm and managing Client projects so they flow smoothly through those processes (e.g. the work queue).
  15. Developing relationships with Clients, gaining their trust, knowing their business/tax situations and ensuring client information and communication is shared in a timely fashion with the rest of the firm as needed.
  16. Delegating to, collaborating with or working through others, or completing client work, ultimately following-up and following through.
  17. Managing the book of business and ensuring it is profitable.
  18. Promotes the Firm, identifies and meets clients’ needs, seeks new clients, and grows the book of business.
  19. Prevents and solves problems, striving to continually improve the processes and capabilities of the Firm.
  20. Holds peers accountable to firm values.

 

B. Professional development leadership and supervision. 

  1. Remain updated regarding technology advances, general economic trends, political developments, and legislation that could affect the business climate.
  2. Maintain expert knowledge, skills and abilities in the areas of accounting, tax and auditing through participation in continuing education courses, seminars and other learning opportunities.
  3. Represent the Firm through active civic and community participation.
  4. Assist in the design, preparation and/or delivery of training to ensure personnel maintain proficient knowledge, skill and abilities in the areas of accounting and auditing.

 

 

C. Client relationship building leadership and supervision.

    1. Develop client contacts and relationships beneficial to the firm.
    2. Cultivate additional service opportunities with existing clients.
    3. Identify, develop and systematically implement agreed upon services that enable the firm to remain on the forefront of customer service delivery.
    4. Collaborate with the Department Managers by communicating effectively, offering expertise when requested and requesting professional input from other content experts as required.
    5. Identify and offer resources, from an expert pool of internal and external service providers, to help clients achieve specific goals or satisfy particular needs.

 

D. Facilitation of continuous improvement planning and execution. 

  1. Provide input regarding annual strategic goals and related plans.
  2. Assist personnel in strategic plan preparation and execution under the direction of the CEO.
  3. Continuously monitor, report and discuss firm operations with the CEO to ensure progress toward established goals.
  4. Provide support for strategic plan adjustments through communication and coaching as directed by the CEO.

 

 

E. Compliance with all handbook policies and operational procedures.


F. Performance of Firm administrative functions as assigned by the CEO and Owners.


Position Qualifications

A. Education and Experience

  1. A Master’s Degree in accounting from a nationally accredited post-secondary educational institution or a Bachelor’s Degree in accounting with at least five years of experience.
  2. Experience in public accounting with a career history of managing progressively more complex responsibilities, work scope and client assignments.
  3. A current and valid certified public accountant license preferred.
  4. In good standing with the American Institute of Certified Public Accountants.
  5. Ideally has one or more years of experience with Firm operations, and is cross trained in business and individual tax.

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