Tax Principal

Plant Moran•Denver, CO

2d•Hybrid

About The Position

Tax Sr. Managers supervise engagements and assume full responsibility for tax compliance and various projects relative to assigned client engagements including preparation and/or review of corporate, partnership, and individual income tax returns; tax research and preparation of client memorandum, and preparation of quarterly federal and state estimated tax payments. Tax Sr. Managers have specific practice development goals to drive revenue and client management responsibilities.

Requirements

8+ years recent experience in public accounting, specialization with clients in a particular industry is helpful
Must be able to remain in a stationary sitting position for at least 50% of the time.
Must be able to lift at least 20lbs– specific job duties may require additional lifting to move, transport, position and install equipment
Frequently positions self to bend and lift packages.
Occasional moving & lifting of equipment; bending, lifting, climbing required to position self to maintain computers during engagements.
Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc.
Person in position frequently communicates with individuals who have inquires. Must be able to exchange information in these situations.
Ability to work in a high stress environment.
Reliable transportation and valid driver’s license are required including a clean driving record.
Minimum levels of auto insurance coverage are required.
Ability to travel locally, work overtime and weekends is required.
Ability to travel overnight or internationally may be required.
Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns.
Focus efforts on key client staff to effectively meet and exceed the client needs/expectations
Enjoy complex and challenging project work and willing to work on a variety of strategic, financial, and operational projects
Knowledge of automated accounting systems
Principles of supervision and project management
Think analytically to respond to complex inquiries
Understand and apply tax regulations
Ability to identify and resolve tax issues
Assist in the efforts to manage day to day activities of the engagement and effectively meet and exceed the client needs and expectations
Enjoy complex and challenging project work and willing to work on a variety of strategic, financial, and operational projects
Highly motivated and take ownership of personal and professional growth and development
Ability to successfully prioritize and handle multiple tasks
Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities
Due to the nature of the client engagements, staff members will be required to have updated immunizations to work onsite at healthcare client locations
Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Responsibilities

Make recommendations on return preparation regarding accuracy and tax savings opportunities lead review process
Plan income tax items for budgeting and cash flow
Monitor the effective tax rate, as well as quarterly and annual SEC financial statement tax related disclosures
Keep abreast of latest developments as they affect GAAP and the Firm’s standards and policies
Review returns for individual, trust, partnership, corporate and foreign tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax audits
Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters
Respond to inquiries from the IRS and other tax authorities
Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client’s management to understand the broader impact of current decisions
Lead and plan tax engagements
Manage activities of staff assigned to engagement
Provide thorough and effective in review of staff work product while providing constructive feedback and identifying staff developmental needs
Examine and analyze accounting records to determine financial status of clients and prepares financial reports concerning operating procedures
Handle of periodic projects (assisting with billing, special analysis requested by Partners, etc)
Use technical skills to develop meaningful, management advisory items
Regularly leverage available technology and other resources to maximize technical application to project
Delegates and manages the work of consultants in practice; monitors/maintains morale of engagement
Conduct performance reviews and contribute to feedback for staff; follow up with staff relative to career development objectives/plan
Identifies needs for practice resources and recruits the right staff giving consideration to technical competencies and culture
Ensures appropriate distribution of projects to facilitate staff development while achieving project objectives and economic goals
Ensures integration of individual career development plans with the practice plan
Coaches others to be effective in developing staff
Mentors staff in the development of their relationships with clients
Identifies, attracts and develops staff to provide necessary skills and competencies to serve clients
Providing appropriate and timely performance feedback to those supervised
Effectively conducts staff career planning sessions
Provides balanced feedback to clients and staff
Contribute to people initiatives, including recruiting, retaining and training other consultants/ professionals
Engages in client expansion and cross-serving with meaningful fees sold goal; recognizes importance of lead generation
Review and lead proposals and engagement letter development
Syndicates ideas and services to other practice developers
Facilitates the development of practice development skills of others
Understands Practice Development as team effort and is able to meaningfully orchestrate opportunities
Solicits client referrals and converts referrals into Practice Development opportunities
Presents new services to potential clients
Develops a personal marketing plan
Proactively defines client relationships that best meet the objectives of both the client and P&MCreates client champions for Plante & Moran
Increasing level and types of services to clients
Initiating “cross selling” business; demonstrates knowledge of firm services relevant to this client
Begins to develop a wider understanding of client’s business outside the scope of engagement by engaging with clients about how they are responding to current business trends and risks in their industry and see how we can help
Builds a relationship with client decision-makers where ideas and new service offerings can be discussed
Asks client for referrals to other business owners/decision makers
Engages the client in conversation about business plan and strategy and identifies opportunities for involvement
Begins to develops personal relationships with third parties associated with the client (e.g. banker, attorney, vendor, etc.) to facilitate referrals
Introduces P&M staff in service lines which would benefit the client, including colleague partnering
Coaches all P&M team members on cross serving skills and creates learning opportunities
Establishes and monitors performance measurement metrics consistent with career development and practice plans
Interacts with other practice areas including but not limited to audit, tax, and other management consulting service groups
Enables and promotes the development of new practices
Analyzes budgets/time summaries for planning and billing purposes; leads billing activities; responsible for realization goals
Ability to work within budgetary and time constraints while providing a high-level of client satisfaction
Responsible for practice economics including production, realization, billing and collection
Satisfies internal reporting requirements
Manages multiple projects; deals fluidly and effectively with multiple client relationships
Leads and conducts practice activities in a manner that is consistent with and promotes Firm values
Exhibits attitudes and behaviors that recognize responsibility for the P&M team as a whole
Coordinates appropriate resources, both across and outside the organization, to deliver valued services and business results to new and existing clients
Anticipating and addressing client concerns and escalating problems as they arise
Actively manages a portfolio of decision makers in ways that create referrals and references.
Knows the strengths, weaknesses and strategies of our competition and how to effectively position the firm to secure and retain business with existing and new clients.
Proactively advises clients on issues outside of contracted projects
Ensures that appropriate technical reviews occur on projects in a timely and effective manner
Helps staff connect activities to broader firm objectives
Creates and nurtures a climate that is consistent with and reinforces the Firm’s values
Assumes ultimate responsibility for team dynamics and interpersonal relationships
Ensuring professional development through ongoing education and obtaining additional certifications as appropriate
Balances specific expertise/specialization with broader advisory capabilities
Consistently challenges own level of expertise and seeks opportunities to improve

Benefits

health insurance
dental insurance
vision insurance
disability insurance
life insurance
Flexible Time Off
various pre-determined holidays
401(k) plan
flexible benefits plans
business-related travel expense, lodging, and meal reimbursement for business-related use
pension plan is also available for eligible administrative and paraprofessional staff
discretionary bonus plan is available for eligible staff
option to elect health insurance in addition to limited paid sick time