Senior Tax Manager
About The Position
The firm is seeking an experienced Senior Tax Manager to lead and oversee its tax and accounting practice. The role manages client relationships, supervises and develops professional staff, reviews work for accuracy and compliance, and helps ensure high-quality tax and accounting services. The manager will serve as the primary relationship manager for key clients, provide tax planning and consulting, and review complex business, partnership, trust, and individual tax returns, as well as financial statements and accounting engagements. The position includes technical work involving GAAP, financial reporting, federal, state, and local tax compliance, tax and accounting research, and multi-state returns. The manager will use QuickBooks Online and Desktop and Thomson Reuters applications, contribute to improved workflows and quality control, and participate in business development and firm growth initiatives. Work also includes percentage-of-completion accounting, EBITDA calculations, year-end planning, estate planning and taxes, and helping clients with financing. The firm is a 9–10-person practice focused on family-owned businesses, with a significant construction client base and clients in Michigan, Florida, and Ohio. The position is in-office five days per week in Plymouth, Michigan. Fridays are off in June and July. The culture is described as laid back and family-first. Additional hours may be needed during busy seasons and as required. Ownership or partnership is a potential opportunity, described as a fast track to partner. The target start date is October 1st; no year is specified.
Requirements
- Active CPA license.
- Bachelor's degree in Accounting or a related field.
- Minimum 8–10 years of progressive public accounting experience is listed in the qualifications; another section describes 7–8+ years of experience.
- Extensive experience managing tax and accounting engagements.
- Strong accounting and audit background.
- Strong knowledge of GAAP, financial statement preparation, and financial reporting requirements.
- Advanced knowledge of QuickBooks Online and Desktop.
- Strong proficiency with Thomson Reuters software products.
- Proven leadership and team management experience.
- Excellent verbal and written communication skills.
- Strong organizational and project management abilities.
- Exceptional client relationship and people-management skills.
- Commitment to professionalism, accountability, and quality service.
- Strong work ethic and willingness to work extended hours during busy seasons and as needed throughout the year.
- Ability to thrive in a fast-paced public accounting environment.
- Self-motivated, detail-oriented, and results-driven, with strong problem-solving and critical-thinking skills.
- Professional demeanor and strong interpersonal skills and emotional intelligence.
- Willingness to work in-office five days per week.
Nice To Haves
- Experience overseeing multiple client engagements and deadlines simultaneously.
- Experience developing, training, and mentoring professional staff.
- Business development and practice growth experience.
- Experience working with closely held businesses, construction companies, manufacturing companies, and high-net-worth individuals.
- Ability to bring in business; the posting says this will be compensated.
Responsibilities
- Manage and oversee the firm's accounting and tax practice.
- Supervise, mentor, and develop professional staff, including managers, seniors, and associates.
- Review work products for accuracy, completeness, and compliance with professional standards.
- Conduct performance evaluations and provide ongoing coaching and professional development.
- Foster a positive, collaborative, and client-focused culture.
- Serve as the primary relationship manager for key clients.
- Provide tax planning, consulting, and accounting solutions.
- Meet with clients to understand their business needs and identify opportunities for additional services.
- Maintain client satisfaction through responsive and professional service.
- Review complex business, partnership, trust, and individual tax returns.
- Review financial statements, compilations, reviews, and accounting engagements.
- Ensure financial statements are prepared in accordance with GAAP and applicable reporting standards.
- Research and resolve complex tax and accounting issues.
- Provide staff with technical guidance on accounting, tax, and financial reporting matters.
- Ensure compliance with federal, state, and local tax regulations.
- Stay current on tax law changes, GAAP requirements, and accounting standards.
- Use QuickBooks Online and Desktop and Thomson Reuters products, including UltraTax CS, Accounting CS, Practice CS, and Fixed Assets CS.
- Help improve firm workflows, efficiencies, and technology utilization.
- Support implementation of best practices and quality control procedures.
- Participate in business development, networking, strategic planning, and firm growth initiatives.
- Identify opportunities to expand services within existing client relationships.
- Handle tax returns, financial statements, trust returns, financial planning, financing support, percentage-of-completion accounting, EBITDA calculations, year-end planning, estate plans and taxes, multi-state tax returns, and referral work.
- Review books and perform tax planning during October and November.
Benefits
- Fridays off in June and July.
- Ownership or partnership opportunity, described as a fast track to partner.
- Family-first culture.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
