Tax Manager

Maloney + Novotny LLC; Elyria (OH); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services firm in Elyria, Ohio, is seeking a Tax Manager to oversee client projects and provide high-quality tax services. Responsibilities include reviewing tax returns and supervising staff, with an emphasis on strong client relationship management. The ideal candidate holds a Bachelor's degree in Accounting and a CPA certification, with a minimum of five years in public accounting. This role requires effective communication, negotiation skills, and a proactive approach to client service.

Qualifications

• Strong knowledge of tax provision and tax compliance.
• Ability to develop relationships with key stakeholders.

Responsibilities

• Manage client assignments and projects.
• Review various tax returns and provide recommendations.
• Supervise and assist tax staff.
• Conduct tax research for effective solutions.

Skills

Client relationship management

Tax research

Negotiation

Communication

Coaching

Education

Bachelor of Science Degree in Accounting

CPA certification

Minimum of five years of tax experience

Job description

Responsible for managing client assignments and projects, delivering a high-quality service. This includes coaching, advising, and supporting team members in meeting clients and self-development expectations. Managers are also responsible for client relationships within their area of expertise and for clients assigned to them.

Responsibilities include, but are not limited to:

• Review various tax returns - individual, corporate, partnership, and trust tax returns and make recommendations and decisions to address client needs.
• Ensure the accuracy of tax provision and tax returns including the documentation supporting tax positions.
• Conduct tax research and provide effective solutions for management.
• Supervise and provide assistance to tax staff.
• Prepare quality tax planning and practical approaches to client’s particular tax needs and situation.
• Provide advice that enables the client to increase profitability.
• Maintain and develop business relationships with our clients.
• Assume additional responsibilities and perform special projects as needed.

Education and Experience:

• Bachelor of Science Degree in Accounting.
• Sufficient knowledge of tax provision and tax compliance based on level of experience.
• CPA certification required.
• Minimum of five years of tax experience in a public accounting firm.

Qualifications/Skills Required:

• Is able to identify the key stakeholders in a decision-making process and develop working relationships.
• Has the ability to negotiate and persuade clients with integrity and communicates effectively in the sales process - ensures clients have the information they need to make decisions.
• Always alert to opportunities to provide additional services to clients.
• Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential candidates.