Tax Manager - Business Services Group (BSG)

Kositzka Wicks and Co • Glen Allen, VA

1d • $127,000 - $138,000 • Hybrid

About The Position

A Business Services Group (BSG) Manager will be responsible for planning, supervising and completing multiple client engagements and provides a finished, complete work product for overview by Principals. A BSG Manager works directly with clients and clients’ accounting personnel and has become the primary point of contact for clients. A Manager will be involved with the billing process and will supervise and train multiple lower-level accountants. A BSG Manager should be a sound generalist in all accounting and tax matters but has focused on an area of specialty or niche and continues to develop technical expertise pertinent to the practice.

Requirements

• Bachelor’s degree in Accounting or Accounting certificate.
• CPA or EA license required.
• 5-7 years of public accounting experience in tax, accounting, advisory, or related services.
• Previous supervisory experience required.
• 2-3 years of experience in a Management role.
• Strong understanding of accounting principles and business advisory services.
• Excellent oral and written communication skills.
• Proven ability to handle multiple projects simultaneously.
• Strong understanding of U.S. tax regulations.
• Knowledge of state and federal tax form processes and how to accurately prepare forms.
• Ability to prioritize daily tasks and meet timely obligations with multiple clients.
• Knowledge of accounting processes and advanced mathematical skills.
• Experience consulting technical tax and accounting resources to resolve complex issues.
• Skilled using various accounting software and experience troubleshooting common accounting program problems.
• Personal integrity when working with personal and sensitive financial information.
• Professional experience in financial forecasting, budgeting, and risk analysis.
• Ability to work independently and demonstrate ownership of work product.

Responsibilities

• Reviews individual, partnership, S corporation, C corporation, trust and estate tax returns and workpapers prepared by staff and seniors.
• Applies relevant accounting principles and tax laws while maintaining current knowledge of regulations, processes, and procedures.
• Performs tax research and documents conclusions on technical issues.
• Identifies tax planning opportunities and communicates recommendations to Principals and clients.
• Assists with IRS and state tax notices and examinations.
• Develops and maintains strong client relationships by anticipating needs, identifying opportunities for additional services, and providing proactive communication throughout the year.
• Communicates effectively, professionally, and in a timely manner with clients and team members through correspondence, meetings, and other interactions.
• Produces accurate and well-organized work products appropriate for the role and conducts thorough self-reviews to ensure quality and completeness.
• Monitors engagement budgets, realization, and profitability; proactively communicates scope changes and recommends solutions when budgets or deadlines are at risk.
• Utilizes KWC technology systems efficiently; adopts new applications and processes; and resolves technical issues as needed.
• Demonstrates critical thinking by understanding KWC methods and practices; identifies root causes of issues; and evaluates, tests, and improves processes and solutions.
• Provides leadership by supervising, mentoring, training and developing team members; fostering collaboration, delivering timely coaching and feedback, and promoting successful engagement outcomes.
• Maintains the highest professional standards, demonstrating integrity and excellence while building client trust and supporting a culture of continuous improvement.
• Participates in networking and business development activities.
• Assists Principals with proposals and new client onboarding.
• Performs other tasks as assigned.
• Staff Level I, II and III and Senior Accountant.
• May supervise Supervisors depending on position level and business needs.
• Recruits, hires, and conducts performance evaluations.
• Implements training, or identifies training opportunities.
• Handles corrective action and termination as needed, and in accordance with firm policies.

Benefits

• health, dental and vision coverage
• 15 days of PTO to start
• 12 paid holidays
• a 401(k) plan with 3% contribution each year
• company-paid life, short-term and long-term disability insurance
• free parking
• flexible summer hours
• some ability to work remotely
• Meals and snacks are offered during the tax busy season
• “Dress for your day” is the business casual attire chosen by staff, based on the daily schedule.
• Flexible work schedule is also available year round.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager