Summary/Objective
Reporting to the Tax Director, the Tax Manager is responsible for serving as a leader in the tax department and ensuring accurate and timely processing of tax returns for the Firm by completing a final review of all returns, a detail review of some returns, managing workflow, and assisting the Senior Tax Managers and/or Tax Manager II and planning teams as needed.
Essential Functions
Manage the daily workflow of tasks for their assigned clients
Complete final review of all tax returns and detail reviews of some tax returns prior to sending to planning team and/or client
Oversee assigned Tax Admin Specialist for team
Provide weekly updates to the Senior Manager and/or Tax Manager II regarding overall performance
Responsibilities and Duties
Work closely with Senior Tax Managers and/or Tax Manager II to prepare for each tax season
Work with Tax Advisors on preparing and reviewing of annual tax preparation for clients
Work closely with Tax Advisors, Tax Manager II and/or Senior Tax Managers to address questions/concerns from the planning teams
Partner with Planners to ensure a seamless workflow between departments
Create and present tax training materials alongside Tax Manager II, Senior Tax Managers and Senior Tax Research Manager
Work closely with Senior Tax Research Manager, Tax Manager II and Senior Tax Managers to address research projects, staff training materials & staff training events
Mentor Tax Advisors on professional development within the tax department
Act as an active participant in the recruiting process (review resumes and interview candidates)
Log IRS and State correspondences; delegate accordingly to the proper department/person
Work closely with Administrative Team to ensure the proper processing/releasing of Tax Returns and various tasks
Work with Tax Onboarding team to ensure proper training is being provided
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.