Senior Tax Manager (Partner Track Opportunity)

LSWG CPA; Frederick (MD); Vor Ort; USD 95.000 - 135.000; Vollzeit

Zusammenfassung

LSWG CPA in Frederick, MD is seeking a Tax Manager to lead tax and compliance engagements, mentor staff, and build lasting client relationships. You will manage multiple projects, coordinate staffing, and ensure timely, high-quality tax work while supporting business development efforts.

The role requires a CPA license, 5+ years in public accounting, and strong communication skills. You will oversee engagement budgets, train staff, and contribute to firm growth through client acquisition and

Qualifikationen

• Bachelor's degree in accounting and CPA license required.
• Minimum five years of public accounting experience with growing complexity and engagements.
• Minimum 40 hours of CPA CPE annually to maintain technical skills.
• Detail-oriented, well-organized, with strong verbal and written communication.
• Active involvement in career development, managerial, and interpersonal skills.
• Proven track record of bringing in new business to a CPA firm.

Aufgaben

• Lead and manage all phases of tax and compliance engagements.
• Ensure tax returns and planning projections meet professional standards.
• Maintain regular client contact and develop business knowledge.
• Plan, schedule, and staff engagements per firm policies.
• Review staff qualifications and assign appropriate tasks.
• Adhere to engagement budgets and address issues proactively.
• Supervise staff, provide on-the-job training, and review documents.
• Inform principals of important developments and propose solutions.
• Communicate engagement processes, challenges and resolutions to clients.
• Contribute to recruiting and training efforts and act as instructor.
• Stay updated on economic trends, legislation, and market factors.
• Participate in firm marketing and business development activities.
• Prepare reports and projects as requested by principals.
• Perform any other duties assigned.

Kenntnisse

Leadership & mentoring

Client relationship development

Communication skills

Staff management

Ausbildung

Bachelor0s degree in accounting

CPA license

Tools

Accounting software

Tax software

Jobbeschreibung

As a Tax Manager, you will be the vital link between the principal, our valued clients, and our professional staff. You will manage multiple tax and accounting projects and client engagements, while also overseeing scheduling, staffing, and coordinating workflow. Your leadership and mentoring skills will be essential in developing and training our staff and building lasting relationships to drive new businesses for the firm.

Key Responsibilities:

• Lead and manage all phases of tax and compliance engagements.
• Ensure tax returns and planning projections adhere to professional standards.
• Maintain regular contact with clients, building comprehensive knowledge of their businesses.
• Plan, schedule, and staff engagements following firm policies and procedures.
• Familiarize yourself with the qualifications of staff members, reviewing assignments for appropriateness.
• Adhere to engagement time budgets and proactively anticipate and address potential issues.
• Supervise staff, provide on-the-job training, and review work papers, tax returns, correspondence, and reports.
• Keep the principal informed of important developments, analyzing problems and offering solutions.
• Communicate engagement process, challenges, and resolutions to clients.
• Assist with performance appraisals, contributing to the development of responsible, trained staff.
• Stay updated on general economic trends, political factors, and relevant legislation.
• Actively participate in firm marketing and business development activities.
• Contribute to recruiting efforts, develop training aids, and act as an instructor in professional development programs.
• Prepare reports and projects as requested by principals.
• Perform any other duties assigned.
  

Required Qualifications:

• Bachelor's degree in accounting.
• A minimum of five years of public accounting experience, showcasing increasing complexity, scope, and a number of managed engagements.
• Completion of a minimum of 40 hours of continuing professional education annually to enhance technical and business skills.
• Detail-oriented and well-organized, with excellent verbal and written communication skills.
  Ability to manage multiple concurrent projects efficiently.
• Active participation in career development programs focusing on managerial, communication, and interpersonal skills.
• Proven track record of bringing in new business to a CPA firm.
• Current and valid certified public accountant's license.
• Good standing membership with the MACPA or another state society.
• Proficiency in computer operations, accounting software, and tax software programs.
  

Working Conditions:

• Occasional local travel to client offices, meetings, and seminars using personal vehicle.
  Infrequent out-of-town travel with overnight stays for client visits, meetings, or seminars using personal vehicle.
• Overtime work required throughout the year, with heavy workload from January to April 15th - due to tax season - possibly exceeding 55 hours per week during this period.
  

LSWG offers competitive compensation and benefits package, and we are eager to welcome individuals who are passionate about their careers and seeking a fulfilling path to partnership.

LSWG is an equal opportunity employer committed to fostering an inclusive and diverse workplace. We encourage applications from individuals of all backgrounds and experiences.