Staff Financial Group
Tax Manager - High Networth Individuals
Staff Financial Group, Atlanta, Georgia, United States, 30383
Tax Manager
Our client has an immediate need for a Tax Manager at their Atlanta office. Working with Partners on our HNWI / Personal Financial Services team, Managers help to lead, mentor and coach team members in various areas of tax compliance and across consulting engagements. They are responsible for management of engagements and client communications while promoting a collaborative environment to bring value to clients.
Duties and Responsibilities:
Develops effective working relationships with clients and firm associates
Collaborates with others to provide quality service to clients
Engages in professional and efficient communication with clients
Leads client meetings
Promotes additional services to client when appropriate
Develops intimate knowledge of clients and their business activities
Communicates with the IRS and other state authorities in a professional manner
Stays abreast of current economic and business events
Technical Skills:
Exhibits a high level understanding of technical requirements, procedures and principles
Demonstrates knowledge and understanding of specialized industry and/or regulatory requirements
Helps to manage and monitor preparation and review of complex individual, estate, gift, trust and business tax returns, including projections and estimate calculations
Reviews and advises on technical research memorandum
Ability to apply relevant tax law to clients and circumstances
Identifies area of specialization and is continuously refining skills, knowledge and expertise
Leading People:
Builds and maintains positive relationships across the firm
Contributes and supports new ideas on internal processes and client engagements
Promotes and exhibits work-life balance for associates
Effectively delegates responsibility providing proper instructions, monitoring and coaching
Conducts training for lower level associates
Manages projects by scheduling associates, tracking completion and managing the budget
Business Results:
Gives feedback effectively to minimize repeated errors and apply new concepts
Maintains open communication with team regarding the progress of completion on projects
Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
Manages all aspects of billing, including client inquiries
Develops appropriate fee quotes for new tax engagements
Utilizes computer applications and relevant technology effectively
Enters time daily
Executive Presence:
Participates in Firm events
Commits to outside reading, studying and professional growth
Represents the goals of the firm on a consistent basis internally and externally
Networks to promote business and for development purposes
Qualifications:
Accounting undergraduate degree required, Master’s preferred
CPA required
5+ years of tax experience is required, preferably with High Net Worth Individuals
Advanced knowledge of Federal and Georgia income tax laws and principles of individual and business taxation is required
Excellent written and verbal communication skills
Strong time management, organizational and prioritization skills
Strong project management and delegation skills
This is an excellent opportunity with a top tier firm.
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Our client has an immediate need for a Tax Manager at their Atlanta office. Working with Partners on our HNWI / Personal Financial Services team, Managers help to lead, mentor and coach team members in various areas of tax compliance and across consulting engagements. They are responsible for management of engagements and client communications while promoting a collaborative environment to bring value to clients.
Duties and Responsibilities:
Develops effective working relationships with clients and firm associates
Collaborates with others to provide quality service to clients
Engages in professional and efficient communication with clients
Leads client meetings
Promotes additional services to client when appropriate
Develops intimate knowledge of clients and their business activities
Communicates with the IRS and other state authorities in a professional manner
Stays abreast of current economic and business events
Technical Skills:
Exhibits a high level understanding of technical requirements, procedures and principles
Demonstrates knowledge and understanding of specialized industry and/or regulatory requirements
Helps to manage and monitor preparation and review of complex individual, estate, gift, trust and business tax returns, including projections and estimate calculations
Reviews and advises on technical research memorandum
Ability to apply relevant tax law to clients and circumstances
Identifies area of specialization and is continuously refining skills, knowledge and expertise
Leading People:
Builds and maintains positive relationships across the firm
Contributes and supports new ideas on internal processes and client engagements
Promotes and exhibits work-life balance for associates
Effectively delegates responsibility providing proper instructions, monitoring and coaching
Conducts training for lower level associates
Manages projects by scheduling associates, tracking completion and managing the budget
Business Results:
Gives feedback effectively to minimize repeated errors and apply new concepts
Maintains open communication with team regarding the progress of completion on projects
Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
Manages all aspects of billing, including client inquiries
Develops appropriate fee quotes for new tax engagements
Utilizes computer applications and relevant technology effectively
Enters time daily
Executive Presence:
Participates in Firm events
Commits to outside reading, studying and professional growth
Represents the goals of the firm on a consistent basis internally and externally
Networks to promote business and for development purposes
Qualifications:
Accounting undergraduate degree required, Master’s preferred
CPA required
5+ years of tax experience is required, preferably with High Net Worth Individuals
Advanced knowledge of Federal and Georgia income tax laws and principles of individual and business taxation is required
Excellent written and verbal communication skills
Strong time management, organizational and prioritization skills
Strong project management and delegation skills
This is an excellent opportunity with a top tier firm.
#J-18808-Ljbffr