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Tax Manager

Company: Gemline
Location: Lawrence
Posted on: May 8, 2022

Job Description:

The Tax Manager will have a high level of technical and leadership knowledge and experience. The Manager is responsible for overseeing client relationships in regard to tax matters, as well as coordinating the delivery of other services, developing business proposals and other supervisory and administrative duties as required. The Manager oversees a group of staff, and is responsible for managing their daily activities and career development. The Tax Manager retains significant responsibility to grow the firm through new business as well as the scope of services to existing clients. The Manager is technically sound in all authoritative tax rules and regulations applicable to the clients served. Responsibilities: Client Service - Relationship Management Identifies and assumes varying roles in the servicing of a group of clients. This could include full client service responsibility whereby all services are provided and coordinated by the manager with minimal director involvement, or a more specific role in certain facets of the services delivered. Develops a relationship with key client personnel and provides valuable ideas on an ongoing basis. Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of clients business. Proactively and effectively identifies clients needs. Provides professional services on a basis that is cost effective to the client and financially acceptable to the firm. Monitors the timeliness and effectiveness of the delivery of services provided by others within the firm. Prepares invoices to clients, communicates details of fees to clients, and assumes responsibility for fee collections. Manages expectations of services including work products, timing, and value to be delivered. Maintains a knowledge of general economic conditions, political trends and legislative initiatives for their effect on clients. Uses knowledge of clients industry to identify relevant trends, developments and key performance drivers and communicates this information to client management. Attains and maintains expertise in 2-3 areas of tax and promotes that knowledge to become famous in the community for this knowledge. May assume responsibility for signing of tax returns. Client Service - Tax Engagement Management Demonstrates excellent project management skills, inspires teamwork and responsibility with engagement team members, and uses current technology and tools to enhance the effectiveness of deliverables and service. Plans, supervises, reviews and controls engagements of all sizes and complexities for tax compliance with all professional and firm standards. This includes responsibility for client adherence to compliance related deadlines such as extensions, tax estimate requirements and tax return filings, supervising time budget development and fee recommendations and working with internal staff and clients to plan engagement requirements, objectives and strategies. Communicates with appropriate individuals within the firm, and documents the status of Tax engagements. Keeps Director informed of all important developments on engagement; analyzes problems and recommends solutions. Communicates progress of engagements, problems and resolutions to client and team. Participates in the performance of procedures especially focusing on complex, judgmental and / or specialized issues. Demonstrates a thorough understanding of complex tax concepts and their application to client situations. Continues to develop a specific area of technical expertise or concentration in servicing a segment of clients. Achieves the desired level of fee realization and the desired level of budget realization on services performed and supervised. People Management Manages a group of Tax staff, including their career development, training and professional development, productivity and performance. Evaluates the performance of Tax staff and provides verbal and written feedback regularly. Identifies personnel issues, makes recommendations and participates in resolution. Proactively mentors and develops the technical and business development skills of Tax staff. Assists with the recruiting and hiring of Tax staff. Provides on-the-job training; reviews complex tax accruals and tax returns prepared by staff. Assists with the development of training programs and acts as instructor in professional development programs. Monitors time and performance on engagements and effectively delegates work within their assigned group. Business Promotion and Growth Develops and executes personal marketing plan / programs. Generates expanded revenues from existing clients through the communication and solicitation of additional services, according to personal marketing plan. Generates new client revenues through the nurturing and expansion of external referral networks that identify prospect opportunities, according to personal marketing plan. Participates with firm personnel in marketing efforts, including proposal development prospect calls, etc. Identifies and solicits prospects, both individually and as a team. Active community involvement, including leadership positions. Active involvement in trade, industry or professional groups, including leadership positions, that provide the opportunity for professional growth and promotion of firm services. Maintains and enhances sales and presentation skills. May participate in speaking, article writing, newspaper quotations and seminar presentations. Department Administration Understands the economics of the Tax business and its relation to the firm. Assists in development and carrying out departmental goals, policies and guidelines. Regularly meets with other managers and department head to discuss and resolve issues. Assumes responsibility as a resource in specialized technical areas. Prepares other administrative reports and projects as requested by the Directors. Assists in the development and maintenance of tax resources and products of the firm. Assists in the development and maintenance of internal reference material on the GFC Intranet. Qualifications: Bachelor's degree or equivalent experience Minimum 6 years professional experience in public accounting, demonstrating a progression in complexity, scope, and number of engagements managed, with extensive supervisory and marketing experience Current and valid CPA license Member and in good standing with AICPA and state of VT Proficient in use of computers, accounting software and tax software programs Demonstrative marketing ability Ability to manage client relationships Excellent written and verbal communication skills Ability to perform under pressures and meet deadlines Project management experience Professional behavior and appearance Strong work ethic, honest and ethical Working Conditions: Ability to sit and use computers for extended periods of time Ability to travel by air and vehicle Ability to provide own transportation for traveling to client assignments and for personal development programs Overtime work required periodically throughout year. Heavy overtime work required January 15 through April 15 Total annual hours generally range from 2350-2500, including CTO, with chargeable mix determined during the annual goal setting process Open to discussing a flexible work arrangement. While we appreciate all interest in this opportunity, only candidates most closely aligned with our search will be contacted. Disclaimer: What's listed above represents the responsibilities of the position but is not meant to be an exhaustive list. Responsibilities may change during employment at the company's discretion. Gallagher, Flynn and Company does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit Jobble

Keywords: Gemline, Lawrence , Tax Manager, Executive , Lawrence, Massachusetts

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