As a Tax Manager: Become a trusted business advisor, not just a tax advisor, consulting with clients beyond tax needs. Get away from seasonal relationships and work with clients on a monthly and quarterly basis. Understand what is going on in our clients’ businesses year-round, to offer better strategic advice. Identify and define key performance indicators (KPIs) tailored to each client's unique needs, allowing for effective measurement of financial performance and strategic decision-making. Develop better processes internally and for clients. As well as: Manage the tax preparation for pass-through entities, including partnerships. Offer expert state and local tax advice and solutions tailored to the business and individual needs. Craft and execute tax planning strategies to optimize financial outcomes. Consult with clients on how buying & selling impacts their business. Conduct Monthly Financial Oversight (Period End Close) for businesses and meet with the owners to strategize plans. Cultivate client relationships grounded in trust and integrity. Stay abreast of evolving tax laws, regulations, and trends to ensure compliance. Collaborate closely with colleagues to deliver unparalleled client service. Lead the development and mentorship of the team, foster their growth, and build their proficiency in tax matters. Utilize and recommend technology to streamline processes, enhance efficiency, and deliver exceptional client service.
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Job Type
Full-time
Career Level
Manager
Number of Employees
11-50 employees