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Private Client Services Tax Manager job in Sunrise at Daszkal Bolton LLP

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Private Client Services Tax Manager at Daszkal Bolton LLP

Private Client Services Tax Manager

Daszkal Bolton LLP Boca Raton or Sunrise, FL Full Time
Salary and Bonus Commensurate with Experience
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Managers are essentially partners-in-training and are involved in almost all areas for which partners 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, clients and associates.


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 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

• Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger, multi-disciplinary clients

• 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

• Communicates important tax issues and tax developments affecting the Firm’s clients to the appropriate Firm personnel, including the Corporate Communication Director

• Works closely with partners and associates on client management

• Plans the timing and assignment of staff to engagements

• 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

• Participates in regular management meetings, assuming leadership for task forces and/or special projects as needed

• Supervises tax associates and provides on-the-job training

• 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)



• 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 experience in public accounting, demonstrating a proven progression in complexity and scope of positions and engagements

• Minimum of three years supervising and managing personnel

• History of progressively challenging, relevant positions

• Recent and relevant experience in a CPA firm

• Considerable knowledge of and experience in the professional service industry

Recommended Skills

  • Auditing
  • Billing
  • Certified Public Accountant
  • Consulting
  • Customer Service
  • Finance
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Job ID: Tax Senior Manager

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