Tax Manager (Partner Track Opportunity)
Ideal candidate for this position is a CPA with 5+ years of experience in tax research, planning, preparation and review for businesses, estates, nonprofits and high net worth individuals. Inherent to the position is a proven record of positive client relationships and business development, along with honed leadership and staff and business management skills. If this describes you, and you’re looking to take that next step, we want to hear from you.
LSWG, mid-Maryland’s premier tax, audit, accounting and consulting firm, is seeking a highly motivated and talented tax manager to join our team. This position is a partner-track opportunity for the right individual.
LSWG is a professional, but flexible, workplace which offers unlimited room for growth through ongoing professional training. We are committed to the community in which we serve and actively encourage our employees to engage in public service initiatives that inspire them.
A Manager is the liaison between the principal, the client, and the professional staff. Managers are responsible for managing multiple tax and accounting projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop and train staff, and make associations to develop new business for the firm.
Essential Functions of the Tax Manager:
- Responsible for all phases of tax and compliance engagement.
- Ensures that tax returns, and tax planning projections are prepared in accordance with professional standards.
- Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client’s business.
- Plans, schedules and staffs engagements using firm policies and procedures.
- Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness.
- Adheres to engagement time budgets.
- Supervises staff and provides on-the-job training; reviews work papers, tax returns, correspondence and reports prepared by staff.
- Anticipates problem areas of engagement and questions that will arise.
- Keeps principal informed of all important developments on engagement; analyzes problems and recommends solutions.
- Communicates progress of engagements, problems and resolutions to client.
- Works to develop responsible, trained staff by assisting with formal and informal performance appraisals.
- Prepares invoices to clients, and communicates details of fees to clients, and may assist in collection of overdue accounts.
- Maintains a knowledge of general economic and political trends in addition to tax or other legislation that could affect the business climate.
- Works to develop responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
- Prepares other reports and projects as requested from time to time by the principals.
- Actively participates in firm marketing and business development.
- Such other duties as may be assigned.
- At least seven (7) years’ experience in public accounting, demonstrating a progression in complexity, scope, and number of engagements managed.
- Demonstrated ability to bring in new business to a CPA firm.
- Bachelor’s degree in accounting, or Master’s degree in Taxation or Accounting.
- Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
- Participates in career development program to improve managerial, communication, and interpersonal skills.
Required Licenses, Certificates of Knowledge:
- A current and valid certified public accountant’s license is required.
- Must be a member in good standing with the MACPA or other state society.
- Proficiency in use of computers, computer accounting software, and tax software programs.
- Occasional travel for work at client’s offices, meetings, and seminars using a personal vehicle.
- Infrequent out-of-town travel with overnight stay for work at clients, meetings, or seminars using a personal vehicle.
- Overtime work required throughout the year. Heavy overtime work required from January to April 15; may be in excess of 55 hours per week.