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Tax Manager - Worthington, United States - Whalen CPAs
Description
Whalen CPAsis a well-established, progressive and growth-minded CPA firm located in Worthington, Ohio.Established in 1945, our firm provides Tax, Assurance, and Advisory Services to a wide range of businesses and individuals in all types of industries.
We are fortunate to have a talented and committed staff.We believe that the quality of their work is a direct result of the family-friendly environment and culture of our workplace.
Whalen has been a pioneer in the industry by providing work-life balance and enhanced benefits long before it was dictated in the business environment.
Whalen CPAs is currently seeking a Tax Manager with a desire to grow and advance.Role and Responsibilities:
Completes, oversees
and reviews tax return preparation including completion of planning and wrap-up procedures
Maintains and develops strong relationships with clients by meeting with client leaders and other stakeholders to understand their business and trends in their industry
Supervises, trains and instructs staff and senior associates on engagements and ensures all deliverables are accurate and conclusions are documented properly
Oversees creation of engagement plans and approaches for team members and confirms all firm standards are met
Evaluates and adjusts engagement processes and approaches to ensure projects are completed accurately and efficiently
Supports
department's overall planning efforts including assignment of projects, creation of project budgets and development of department's staffing plan
Monitors and reviews engagement realization reports and budgets for projects they oversee
Reviews client issues, evaluates solutions, determines recommended approach and communicates with clients and firm leaders
Oversees technical research completed by team members and provides a summary of findings to engagement team and clients as needed
Performs complex technical research
Focuses on professional and leadership development
Participates in
hiring, on-boarding and training programs for department
Supports and participates in
implementation of special projects to improve the department and firm
Position Requirements:
Bachelor's Degree in Accounting required
Minimum 5 years of experience in professional services role
CPA required
Advanced knowledge of IRS regulations is required
Experience conducting complex technical research and drawing conclusions from research
Advanced knowledge
of relevant computer applications including Microsoft Applications
Strong interpersonal and communication skills is required
Problem analysis and problem solving
Development of leadership skills is required
Experience managing engagement teams
Confidentiality and professionalism
Whalen CPAs is an equal opportunity employer.
The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
"Being smart, technically competent, and remarkablyhuman are requirements."Even if you don't check all the boxes, apply You'll be glad you did.
I consent to be contacted over SMS/Text for this job.
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