Manager - Tax & Small Business

Belfint, Lyons & Shuman, P.A.•Wilmington, DE

1d•$109,000 - $164,000•Hybrid

About The Position

BLS is seeking a tax and accounting professional with advanced technical skills and experience managing multiple client engagements. The role involves scheduling and staffing engagements, coordinating workflow, meeting profitability goals, reviewing workpapers and tax returns, and developing new business. Typical duties also include client relationship management, technical tax review, supervising and delegating work, resolving accounting and tax issues, preparing invoices, and mentoring staff. BLS is an independent member firm of PrimeGlobal and has received the News Journal’s Top Workplaces Award eighteen times. The firm offers growth opportunities, a diverse workload, flexible hours, a competitive salary, excellent benefits, state-of-the-art technology, and continued training. Travel is limited. A hybrid schedule is available. The annual salary range is $109,000–$164,000, based on experience and qualifications.

Requirements

Bachelor’s degree in Accounting, or another business-related degree with an emphasis in accounting.
7–9 years of public accounting experience in a tax environment, including solid knowledge of current standards and principles.
CPA certification.
Demonstrated skill in managing numerous engagements simultaneously.
Working knowledge of small business tax compliance.
Ability to work independently.

Nice To Haves

Proficiency in MS Office Suite, tax software (CCH Axcess preferred), trial balance software (Thomson Reuters Engagement Manager preferred), and other electronic practice management, document management, workflow, and portal tools.
Familiarity with international, multistate, estates and trusts, or high-net-worth individual clients.

Responsibilities

Maintain contact with clients and develop a thorough knowledge of each client and their business.
Prepare or perform technical tax reviews of returns of any complexity.
Supervise and prioritize simultaneous engagements, including appropriately delegating duties.
Review changes in work performed from prior years and consider changes in clients’ accounting procedures, making adjustments to comply with changes in tax laws or accounting pronouncements.
Resolve accounting problems and tax issues.
Prepare client invoices and communicate fee details.
Review staff qualifications and assignments for appropriateness.
Mentor and develop new staff on assignments.