Sr. Manager (Tax)

SVA Careers•Brookfield, WI

10d

About The Position

SVA is seeking a Senior Manager to join its Tax team in Brookfield, Wisconsin. The role centers on client relationship management and ownership of complex engagements and projects, including consulting with clients on matters affecting their businesses. Senior Managers coordinate engagement work from start to finish, oversee budgets and client expectations, and may review work within their areas of expertise and sign off on assigned engagements. They work closely with Principals and other firm leaders. The position also involves developing, training, and making effective use of staff; providing guidance, constructive feedback, and recognition; and supporting staff performance, engagement, retention, recruiting, and staffing strategy. Senior Managers serve as mentors, contribute to professional development activities, deepen their technical or industry expertise, and help meet client retention and business development goals. Client work typically accounts for 50–60% of the role, supervision and leadership 30%, and professional, personal, and business development 10–20%. The position typically requires 55 hours per week during busy season, including weekends, and 40–45 hours per week during non-busy season.

Requirements

Bachelor’s degree in Accounting or a related field.
At least 10 years of experience in public accounting.
Eligibility to sit for either the CPA or EA exam.

Nice To Haves

CPA, EA, or equivalent certification.

Responsibilities

Manage client relationships, complex engagements, and projects, including consultations on topics affecting clients’ businesses.
Coordinate all phases of engagements from start to finish and ensure budget allocations are achieved.
Communicate directly with clients to deliver value and develop trusted business-adviser relationships.
Identify and communicate opportunities for process improvements and system enhancements.
Develop new business and expand services for existing clients, including meeting cross-selling and upselling goals.
Maintain confidentiality of client information and comply with applicable laws, regulations, and SVA policies and procedures.
Assign work to staff based on their knowledge and capabilities.
Train, guide, and direct staff; review work papers and provide constructive feedback.
Support staff performance, engagement, and retention, including conducting stay interviews and addressing identified themes with leadership.
Transfer client relationships to junior staff so work is performed at the appropriate level.
Recognize staff members and participate in staffing strategy and recruiting.
Mentor accounting staff and facilitate professional development courses.
Write articles and represent SVA at professional and civic functions.
Continue developing expertise in a technical area, industry, or service line.
Achieve client retention targets and new and existing cross-selling and upselling goals.
Perform other duties as assigned.