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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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POSITION SUMMARY:

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)

 

EDUCATION, CERTIFICATION, AND EXPERIENCE REQUIREMENTS

• 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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