Tax Manager - Cleveland - Maloney and Novotny

    Maloney and Novotny
    Maloney and Novotny Cleveland

    10 hours ago

    $70,000 - $130,000 (USD) per year *
    Description

    General Summary of Position:
    Responsible for managing client assignments and projects, delivering a high-quality service. This includes coaching, advising, and supporting team members in meeting clients and self-development expectations. Managers are also responsible for client relationships within their area of expertise and for clients assigned to them.

    Responsibilities include, but are not limited to:

    • Review employee benefit plan filings, including Forms 5500, 8955-SSA, 990, and 990-T.
    • Review various other tax returns which could include corporate, partnership, not-for-profit, individual and trust tax returns and make recommendations and decisions to address client needs.
    • Research and tax planning related to Employee Benefit Plans and other tax return matters.
    • Supervise and provide assistance to tax staff.
    • Maintain and develop business relationships with our clients.
    • Assume additional responsibilities and perform special projects as needed.

    Education and Experience:

    • Bachelor of Science Degree in Accounting.
    • Sufficient knowledge of tax provision and tax compliance based on level of experience.
    • CPA certification required.
    • Minimum of five years of tax experience in a public accounting firm, including experience with ERISA, Employee Benefit Plans, Qualified Plans, and Form 5500 required.

    Qualifications/Skills Required:

    • Ability to identify the key stakeholders in a decision-making process and develop working relationships.
    • Ability to negotiate and persuade clients with integrity and communicates effectively in the sales process - ensures clients have the information they need to make decisions.
    • Possesses strong presentation skills.
    • Always alert to opportunities to provide additional services to clients.
    • Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential candidates.
    * This salary range is an estimation made by beBee
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