- 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.
-
Tax Manager
2 weeks ago
Lincoln Financial Group Hartford, United StatesWhat 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. ...
-
Tax Manager
4 weeks ago
Andersen Tax Hartford, United StatesThe 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 ...
-
Tax Manager
2 weeks ago
Atlas Search Hartford, United StatesA 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 ...
-
Tax Manager
1 week ago
Whittlesey Hartford, United StatesJob 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 coordinat ...
-
Tax Senior Manager
5 days ago
Marcum LLP Hartford, United States Full timeMarcum 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 ...
-
Tax Manager/Sr. Tax Manager
1 week ago
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 - o ...
-
Tax Manager
3 weeks ago
Bohan & Bradstreet West Hartford, United StatesVISION: · 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 ...
-
Tax Senior Manager
1 week ago
Marcum LLP Hartford, United StatesMarcum 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 ...
-
Manager, Tax Technology
5 days ago
RTX Hartford, United StatesDate Posted: · Country: · United States of America · Location: · UT6: 4 Farm Springs 4 Farm Springs Road, Farmington, CT, 06032 USA · Position Role Type: · Hybrid · RTX Corporation is an Aerospace and Defense company that provides advanced systems and services for commerci ...
-
Tax Senior Manager
1 week ago
Marcum LLP Hartford, United StatesTax Senior Manager - Hartford page is loaded · Tax Senior Manager - Hartford · Apply · locations · Hartford, CT · time type · Full time · posted on · Posted Yesterday · job requisition id · R3973 · Marcum LLP offers a great career with exceptional benefits. · There's a ...
-
Senior Tax Manager
1 week ago
JCW Resourcing Hartford, United StatesSend us a copy of your CV and we'll see if you match any open opportunities we have. · Location: · New Haven , - None Specified - · I am recruiting on behalf a leading consulting firm that are working on a number of Germanys Grid improv... · JCW has partnered with a leading mutu ...
-
Tax Manager/Senior Manager
1 week ago
CohnReznick Hartford, United StatesOpportunity ID · 7119 · 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, Assurance, an ...
-
Tax Manager
2 weeks ago
RSM US LLP Hartford, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Tax Manager
4 weeks ago
CohnReznick Hartford, United StatesOpportunity ID · 7109 · 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 ...
-
tax manager
2 weeks ago
Globalforce Intl. (MAIN) Glastonbury, CT, United StatesTAX MANAGER · CPA firm seeking a Tax Manager with at least 7 years experience in Public Accounting. · Manage a varied tax client portfolio and oversee the engagement process from start to finish. · - Tax preparation, planning and coordinating tax projects. · - Provide Tax Resear ...
-
tax manager
3 weeks ago
Globalforce Intl. (MAIN) San Francisco, United States Permanent· TAX MANAGER · CPA 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 a ...
-
tax manager
1 week ago
Globalforce Intl. (MAIN) Glastonbury, CT, United StatesTAX MANAGER · CPA 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. · ...
-
Tax Manager or Director
3 weeks ago
CliftonLarsonAllen West Hartford, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Tax Manager Corporate/Commercial
1 week ago
Andersen Hartford, United StatesThe 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 mo ...
-
Tax Manager/Sr. Tax Manager
4 weeks ago
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 ...
Tax Manager - Hartford, United States - Whittlesey
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Job Description
Job DescriptionOverview
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
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,