Tax Manager

PBMares LLP•Richmond, VA

5d•Hybrid

About The Position

We are seeking a motivated and ambitious Tax Manager to join our firm. This position offers a unique opportunity for career growth and advancement, with a clear path to partnership with our firm. The Manager is accountable for all phases of the client tax engagement, including budget, staff, planning, production, first level or final review, total work quality and profitability of the engagement. Managers act in a leadership role, setting an ethical, technical, quality and leadership example for direct reports and colleagues. The Manager is a CPA and is an integral part of the management team. PBMares Core Values include Integrity, Trust, Respect, Accountability, and Caring. This means diverse work engagements, ability to coach and mentor junior team members, and the opportunity to grow and shape the future of the firm.

Requirements

Bachelor's Degree in Accounting required
CPA or Enrollment Agent (EA) certification with a minimum of 5 years of public accounting experience
Experience conceptualizing, developing, and monitoring the work flow for tax preparation
Strong working knowledge of tax law and other professional standards/regulations
Experience preparing and reviewing complex returns for S-Corporations, C-Corporations, LLCs, partnerships, high wealth individuals, consolidated, or multi-state returns and nonprofits

Nice To Haves

Master’s Degree preferred
Additional professional designations or certifications showing specialization in areas of taxation preferred

Responsibilities

Facilitates client engagement and manages the client relationship including billing and collecting.
Serves as point of contact for clients.
Signs tax returns.
Develops, trains, and leads team members to greater levels of effectiveness and engagement by providing detailed review and analysis of their work while monitoring key employee performance metrics.
Schedules and manages the workload of team members (direct reports) to promote the most efficient and profitable operation.
Contributes to the strategic planning and direction of the Tax department.
Engages in business development opportunities with responsibility for firm growth of new clients and further developing services provided to existing clients.
Monitors legislative/regulatory tax law developments and updated tax practices that could affect the business climate.
Provides leadership in an area of focus and specialization including serving on a tax committee.
Completes special projects as assigned.