Jobs
>
Hartford

    Tax Manager - Hartford, United States - Whittlesey

    Default job background
    Description
    Job Description

    Job Description

    Overview
    The Tax Manager is the liaison between the partner, director, the client, and the professional staff. Managers are responsible for managing tax projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers establish relationships with clients and are often the primary client

    contact/representation

    of the Firm. They are expected to cross-sell services and bring in additional projects from existing clients.
    Meaningful Work
    Participates in client strategic planning including analysis, plan development, recommendations, and presentations.
    Monitors audit profitability, suggest measures to improve procedures.
    Establishes project budget for tax services and manages those budgets throughout the engagement process.
    Assists with client billings to ensures write-offs are appropriate.
    Represents clients on IRS matters before federal and state tax authorities.
    Coordinate various phases of large tax engagements, including staff requirements, locations to be visited, and scheduling.
    Monitors budget throughout engagements through reporting and analytics to ensure profitability.
    Provides a high level of technical expertise to team members by keeping abreast of industry standards.
    Coordinates and direct

    meetings/presentations

    to clients and prospective clients.
    Understands client satisfaction on engagement to help ensure client retention.
    Supervises and conducts in-house continuing education seminars.
    Participates in on-site and virtual interviews of experienced staff as needed.
    Identifies additional services to existing clients and establishing new business through contacts and referrals
    Begins to cross-sell services and bring in additional projects from existing clients.
    Ensures that all documentation required for Quality Control and Peer Review is included on all the assignments.

    Develops team members through the Performance Management Process, provides weekly check-ins and providing real-time feedback to enhance growth and development of others.

    Education/Experience
    Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license required. Minimum five years of experience in tax compliance. Industry specific knowledge maybe required. Previous experience managing work teams preferred. Ability to communicate both verbally and in writing. Must be able to multi-task and has excellent follow-up abilities. Ability to read, speak and write English.

    Physical Requirements

    Data Utilization -

    Requires the ability to review, classify, categorize, prioritize, and/or analyze data and/or information.

    Includes exercising discretion in determining data classification, and in referencing such analysis to established standards for the purpose of recognizing actual or probable interactive effects and relationships.

    Human Interaction -

    Requires the ability to apply principles of persuasion and/or influence.

    Equipment, Tools, and Materials Utilization -


    Requires the ability to operate, maneuver and/or control the actions of equipment, tools, and/or materials used in performing essential functions.

    Verbal Aptitude -

    Requires the ability to utilize a wide variety of reference, descriptive, and/or advisory data and information.

    Mathematical Aptitude


    Requires the ability to perform addition, subtraction, multiplication, and division; ability to calculate decimals and percentages; may require ability to utilize principles of fractions and/or interpret graphs.

    Functional Reasoning

    • Requires the ability to apply principles of influence systems, such as motivation, incentive, and leadership. Ability to exercise independent judgment to apply facts and principles for developing approaches and techniques to problem resolution.
    Situational Reasoning -


    Requires the ability to exercise the judgment, decisiveness and creativity required in situations involving the evaluation of information against sensory, judgmental, or subjective criteria, as opposed to that which is clearly measurable or verifiable.

    ADA Compliant

    Physical Ability -


    Tasks involve the ability to travel to meetings outside office, exert moderate physical effort, and may involve some lifting, carrying, pushing and/or pulling of objects and materials up to 20 pounds.

    Tasks may involve extended periods of time at a keyboard or workstation and/or repetitive motion.

    Sensory Requirements

    Some tasks require visual perception and discrimination. Requires oral communications ability.

    Environmental Factors

    Tasks are occasionally performed with exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, wetness, humidity, rain, fumes,

    #J-18808-Ljbffr

  • Lincoln Financial Group

    Tax Manager

    3 days ago


    Lincoln Financial Group Hartford, United States

    What you'll be doing · • Performs complex FIN 48 liability assessments and prepares related disclosures. · • Prepares complex documentation of tax accounting impacts from significant transactions inclusive of M&A activities and associated due diligence processes where warranted. ...

  • Gpac

    Tax Manager

    2 weeks ago


    Gpac Hartford, United States Full time

    Would you like to grow your career in public accounting as a Tax Manager and still enjoy work-life balance and a positive, friendly environment? We are working with a great CPA firm looking to add a Tax Manager to their team They are looking for an entrepreneurial, personable, & ...

  • CohnReznick

    Tax Manager

    2 weeks ago


    CohnReznick Hartford, United States

    As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they doWe currently have an exciting ...

  • Hire Resolve USA

    Tax Manager

    2 weeks ago


    Hire Resolve USA Hartford, United States

    Job Description · Job Description · Are you an experienced Tax Manager looking for a new opportunity? Hire Resolve has a great opportunity with our client, a mid-sized Accounting Firm, who is seeking a Tax Manager to join their team. In this role, you will have the opportunity ...


  • KPMG-UnitedStates Hartford, United States

    Business Title:Tax Manager or Tax Senior Manager, Business Tax Services - Private ClientsRequisition Number: Function:Tax Services · Area of Interest:State:CT · City:Hartford · Description: · At KPMG, you can become an integral part of a dynamic team at one of the world's top tax ...

  • Atlas Search

    Tax Manager

    3 days ago


    Atlas Search Hartford, United States

    A top 20 firm is hiring a Tax Senior or Manager to the team - must have experience in private client tax from a CPA firm. · Team Collaboration : Collaboration is key to meeting department and client deadlines. This involves effective communication, task delegation, and ensuring e ...

  • Andersen Tax

    Tax Manager

    2 weeks ago


    Andersen Tax Hartford, United States

    The Firm · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the mos ...

  • CohnReznick

    Tax Manager

    1 week ago


    CohnReznick Hartford, United States

    Opportunity ID · 7111 · Department(s) · Tax · Location(s) · Hartford · Function · Tax · Job description · As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assu ...

  • Louis Dreyfus Company B.V.

    Indirect Tax Manager

    2 weeks ago


    Louis Dreyfus Company B.V. Hartford, United States

    Function · Accounting, Finance and TreasuryLouis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset netw ...


  • Creative Financial Staffing West Hartford, United States

     Tax Manager  · Ready for the next step in your public accounting career? This Tax Manager opportunity might be for you · Why we like this opportunity: Tax Manager · Growth: Rapidly expanding firm with internal opportunities for advancement. · Flexibility: Hybrid work model ...

  • Bohan & Bradstreet

    Tax Manager

    3 weeks ago


    Bohan & Bradstreet West Hartford, United States

    VISION: Key expansionary hire for this tax department reporting to the Tax Director serving as their right hand person and # 2 slot. Join this fast growing financial investment company which offers a very diverse mix of domestic tax compliance, research and planning focused on of ...

  • Bohan & Bradstreet

    Tax Manager

    1 week ago


    Bohan & Bradstreet West Hartford, United States

    VISION: · Key expansionary hire for this tax department reporting to the Tax Director serving as their right hand person and # 2 slot. Join this fast growing financial investment company which offers a very diverse mix of domestic tax compliance, research and planning focused on ...

  • Globalforce Intl. (MAIN)

    tax manager

    2 weeks ago


    Globalforce Intl. (MAIN) Glastonbury, United States

    TAX MANAGERCPA firm seeking a Tax Manager with at least 7 years experience in Public Accounting. KEY RESPONSIBILITIES- Manage a varied tax client portfolio and oversee the engagement process from start to finish.- Tax preparation, planning and coordinating tax projects.- Provide ...

  • Marcum LLP

    Tax Senior Manager

    2 weeks ago


    Marcum LLP Hartford, United States

    Marcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techno ...

  • Marcum LLP

    Tax Senior Manager

    2 weeks ago


    Marcum LLP Hartford, United States

    Tax Senior Manager - Family Office Services page is loaded · Tax Senior Manager - Family Office Services · Apply · locations · Hartford, CT · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · R3982 · Marcum LLP offers a great career with exce ...

  • Marcum LLP

    Tax Senior Manager

    2 weeks ago


    Marcum LLP Hartford, United States

    Marcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techno ...


  • Taurus Search Hartford, United States

    Your New Role: · As the Tax Manager in this TOP 50 CPA firm, you will lead and oversee numerous tax engagements, providing state tax services to our varied clientele. Acting as a consultant, you will handle matters concerning state business income, personal income, sales and use ...


  • Crowe Hartford, United States

    Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated ...

  • Hire Resolve USA

    Tax Manager

    2 weeks ago


    Hire Resolve USA Hartford, United States

    We are looking for an experienced Tax Manager to lead and manage multiple operations of the tax practice area and deliver quality tax services, increasing the firm's reputation. As a Tax Manager at our CPA Firm client, you will serve as our clients' business advisor, aiming to ma ...

  • Hire Resolve USA

    Tax Manager

    3 weeks ago


    Hire Resolve USA Hartford, United States

    Job Description · Job Description · Are you an experienced Tax Manager looking for a new opportunity? Hire Resolve has a great opportunity with our client, a mid-sized Accounting Firm, who is seeking a Tax Manager to join their team. In this role, you will have the opportunity ...