Tax Manager

Jobtailor; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Jobtailor is seeking an engagement lead or senior manager to work with clients and firm teams on quality tax services. You will coordinate multiple engagements, train staff, review returns, and provide year-end planning advice.

The role requires CPA or CMA certification, 5+ years in accounting (public preferred), GAAP/GAAS understanding, and strong tech skills. You will also lead business development and manage client relationships using cloud-based tools.

Qualifications

• Bachelor’s Degree in Business required; a Bachelors in Accounting preferred.
• 5+ years of accounting required, including experience managing staff, preferably in public accounting.
• Licensed CPA or CMA license preferred.
• Understanding of GAAP and GAAS.
• Strong technology skills.
• Ability to work on multiple projects and meet deadlines.
• Ability to communicate clearly in writing and verbally.
• Team player.
• Ability to think innovatively.

Responsibilities

• Work as the engagement lead or under the direct supervision of Senior managers depending on the client engagement
• Interact with firm team members and clients to deliver quality tax services
• Coordinate several engagements simultaneously while meeting set deadlines
• Train and lead senior associates and associates; instruct them in work to be performed, review completed work, provide feedback, and direct necessary revisions
• Review mid to high level business tax and individual income tax returns
• Advise clients regarding a full spectrum of tax services
• Use judgment and analysis to make recommendations during year-end and general tax planning
• Oversee complex tax research projects
• Manage tax accounting projects to meet client needs within specified time frames
• Provide feedback to Senior Managers and Shareholders
• Participate in business development
• Work as part of a team to provide tax accounting services
• Manage client relationships by monitoring client needs
• Serve as a key point of contact for clients on day-to-day accounting matters
• Oversee and review the work of Senior Associates and Associates, including training and mentoring
• Utilize cloud-based technology and other tax software
• Perform client billings for services provided

Skills

Team Leadership

Tax Services

Tax Research

Tax Accounting

Project Management

Client Billing

Business Development

Innovative Thinking

Clear Communication

Mentoring

GAAP And GAAS Understanding

Cloud-Based Technology Utilization

CPA Or CMA

Tax Return Review

Team Leadership/Management

Education

Bachelor’s Degree in Business

Bachelors in Accounting

Tools

Tax Software

Cloud-Based Technology

Job description

• Work as the engagement lead or under the direct supervision of Senior managers depending on the client engagement


• Interact with firm team members and clients to deliver quality tax services


• Coordinate several engagements simultaneously while meeting set deadlines


• Train and lead senior associates and associates; instruct them in work to be performed, review completed work, provide feedback, and direct necessary revisions


• Review mid to high level business tax and individual income tax returns


• Advise clients regarding a full spectrum of tax services


• Use judgment and analysis to make recommendations during year-end and general tax planning


• Oversee complex tax research projects


• Manage tax accounting projects to meet client needs within specified time frames


• Provide feedback to Senior Managers and Shareholders


• Participate in business development


• Work as part of a team to provide tax accounting services


• Manage client relationships by monitoring client needs


• Serve as a key point of contact for clients on day-to-day accounting matters


• Oversee and review the work of Senior Associates and Associates, including training and mentoring


• Utilize cloud-based technology and other tax software


• Perform client billings for services provided

Requirements

• Bachelor’s Degree in Business required; a Bachelors in Accounting preferred


• 5+ years of accounting required, including experience managing staff, preferably in public accounting


• Licensed CPA or CMA license preferred


• Understanding of GAAP and GAAS


• Strong technology skills


• Ability to work on multiple projects and meet deadlines


• Ability to communicate clearly in writing and verbally


• Team player


• Ability to think innovatively

Core Competencies

Demonstrates expertise in tax services, including business tax and individual income tax return review, while effectively managing client relationships and leading teams. Proficient in utilizing cloud-based technology and tax software to deliver quality accounting services within deadlines.

Highest-signal resume keywords

• Licensed CPA Or CMA


• Tax Return Review


• Team Leadership


• GAAP And GAAS Understanding


• Cloud-Based Technology Utilization

Hard Skills

• Tax Services


• Tax Research


• Tax Accounting


• Business Development


• Client Billing


• Project Management


• Innovative Thinking

Soft Skills

• Clear Communication


• Team Player


• Mentoring

Certifications & Qualifications

• CPA


• CMA

Industry Keywords

• Public Accounting


• Accounting Standards


• Client Relationship Management

Tools & Technologies

• Tax Software


• Cloud-Based Technology