Tax Manager

SB & COMPANY LLC • Nashville, TN

7d • Onsite

About The Position

SB & Company is a certified public accounting and consulting firm that partners with government, commercial, and nonprofit organizations to deliver high-quality audit and assurance services. Our professionals bring deep technical knowledge, dedication to quality, and a passion for public service. We are committed to client success and professional excellence, while offering flexibility and opportunities for career growth.

Requirements

• Bachelor’s degree in accounting or other related program.
• CPA certification.
• Advanced degree (generally law or master’s in taxation) or enrollment in an advanced degree program.
• Completion of career development programs designed to enhance management, communication, and personal skills.
• At least seven years’ experience in accounting or tax return preparation.
• Proficiency in use of computers and tax software programs.

Responsibilities

• Overseeing the preparation, review, and filing of federal, state, and local tax returns while ensuring compliance with applicable laws and regulations.
• Managing client or organizational tax engagements.
• Providing strategic tax planning and advisory services.
• Identifying opportunities to minimize tax liability.
• Supervising and mentoring staff.
• Coordinating with internal teams or clients.
• Staying current on changes in tax legislation to proactively address impacts.
• Prepares personal and corporate tax returns, including the most complex.
• Approves all returns with the exception of those dealing with specialized issues that require the expertise of another manager or director.
• Approves less complicated personal returns.
• Acts as a resource for tax staff, senior tax accountants and tax supervisors.
• Performs more complex tax research.
• Prepares BNA projections and becomes involved in planning for more complex clients.
• Becomes involved in tax planning for less complex client situations.
• Assists accounting and auditing staff members in client meetings.
• Develops a general understanding of firm philosophy and tax opinions.
• Reviews tax accruals and associated working papers.
• Analyzes IRS notices and drafts responses.
• Reviews IRS notice responses prepared by other tax personnel.
• Represents clients before the IRS.
• Delegates work to tax staff, senior tax accountants, and tax supervisors and supervises work.
• Participates in tax department administrative projects.
• Assumes the responsibility for the smooth flow of tax returns.
• Acts as director-in-charge for personal tax return clients and less complex business clients.
• Acts as key client contact person for smaller engagements.
• Bills clients and discusses fees with smaller clients.
• Contributes to the client service team by producing quality work with quick turnaround and attentive service.
• Establishes good working relationships with all directors and staff members.
• Demonstrates initiative, creativity, and imagination.
• Exhibits time management and organization skills.
• May assist with recruitment and training of other tax department personnel.
• Develops entrepreneurial approach to client service and good working relationships with client personnel.
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals.
• Accepts volunteer positions in community organizations.
• Writes articles and makes presentations.
• Develops a broad general knowledge of economic, political, and business conditions.
• Performs such other duties as may be assigned.

What This Job Offers

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