UHY-US
As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.
The following information provides an overview of the skills, qualities, and qualifications needed for this role. Responsibilities
Tax Strategy and Engagement Oversight
Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
Monitor engagement progress, budgets, and timelines, and adjust as needed to meet client expectations
Research and Analysis
Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance technical skills and stay updated on industry trends
Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
Strategic Business Development
Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
Participate in proposal development and presentations to prospective clients
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience
Bachelor’s degree in accounting, finance, or a related field
5 – 8 years of relevant experience
CPA or Enrolled Agent license
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Specific positions may require additional industry or specialization certifications
Responsible for completing the minimum CPE credit requirement
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Salary and location For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers factors including knowledge, job-specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Accounting
Referrals increase your chances of interviewing at UHY-US by 2x
Get notified when a new job is posted.
#J-18808-Ljbffr
The following information provides an overview of the skills, qualities, and qualifications needed for this role. Responsibilities
Tax Strategy and Engagement Oversight
Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
Monitor engagement progress, budgets, and timelines, and adjust as needed to meet client expectations
Research and Analysis
Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance technical skills and stay updated on industry trends
Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
Strategic Business Development
Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
Participate in proposal development and presentations to prospective clients
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel may be frequent and unpredictable, depending on client’s needs
Required education and experience
Bachelor’s degree in accounting, finance, or a related field
5 – 8 years of relevant experience
CPA or Enrolled Agent license
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Specific positions may require additional industry or specialization certifications
Responsible for completing the minimum CPE credit requirement
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Salary and location For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers factors including knowledge, job-specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Accounting
Referrals increase your chances of interviewing at UHY-US by 2x
Get notified when a new job is posted.
#J-18808-Ljbffr