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    Tax Manager - Dallas, United States - Optimal Staffing

    Optimal Staffing
    Optimal Staffing Dallas, United States

    4 days ago

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    Description
    Job Description

    Job Description


    The Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.


    Job Duties:
    Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners individual returns, which may include estates, trusts and charitable entities
    Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
    Contributes to client satisfaction by providing timely services and work product
    Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
    Tax Compliance
    Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies and standards

    Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

    Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
    Plans and reviews the tax process and the procedures to be performed to include:
    Budgeting and staffing
    Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
    Timely billing including management of identified out-of-scope activity and communication to client
    Timely collection of A/R
    Manages client

    relationships/expectations

    in accordance with the project
    Provides advice to clients in a timely manner;
    Research
    Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
    Applies most Firm and professional standards for preparation of WTA and tax returns
    Involves firm specialists, as appropriate
    Strategy Development
    Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses orproviding non-tax benefits
    Reviews studies of tax implications and offers clients alternative courses of action
    Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
    Other duties as required


    Supervisory Responsibilities:
    Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs
    Supervises associates and senior associates on all projects
    Reviews work prepared by associates and senior associates and provide review comments
    Trains Associates and Seniors how to use all current software tools
    Acts as a Career Advisor to associates and senior associates
    Schedules and manages workload of associates and senior associates
    Provides verbal and written performance feedback to associates and senior associate


    Qualifications, Knowledge, Skills and Abilities:

    Education :
    Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred
    Masters degree in Accounting or Taxation, preferred

    Experience :
    Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or

    consulting/professional

    services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients.
    Prior supervisory experience, required

    License/Certifications:
    CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA) (or the equivalent of one of these designations), required
    Possession of other professional degrees or certifications applicable to role, preferred

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