Tax Manager

Katz, Sapper & Miller, LLP; Indiana (PA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Katz, Sapper & Miller, LLP is seeking an experienced accountant with at least five years in tax and consulting. The role involves maintaining client relationships, supervising staff, and ensuring compliance with professional standards.

Qualified candidates must hold a Bachelor's or Master's degree in accounting and a valid CPA license. Strong skills in business development and proficiency in accounting software are essential for this position.

Qualifications

• A minimum of five years of experience in accounting and tax.
• Demonstrated ability to bring in new business to a CPA firm.
• Minimum of forty hours of continuing professional education required each year.
• A current and valid Certified Public Accountant’s license.
• Must be a member in good standing with the AICPA.

Responsibilities

• Communicates progress of engagements, problems, and resolutions to clients.
• Supervises staff and provides on-job training.
• Maintains contact with clients throughout the year.
• Prepares invoices to clients and assists in collections.

Skills

Accounting skills

Business development

Supervisory skills

Knowledge of tax legislation

Proficiency in accounting software

Education

Bachelor’s or Master’s degree in accounting

Tools

Accounting software

Job description

Responsibilities

• Possesses a complete knowledge of the Firm’s philosophy on financial, tax, and consulting matters, work quality and application of professional and Firm standards.
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client’s business.
• Plans, schedules and staffs engagements using firm policies and procedures.
• Supervises staff and provides on‑job training; reviews tax returns and related work papers prepared by staff, including performance evaluations.
• Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions.
• Communicates progress of engagements, problems and resolutions to clients through written and oral correspondence.
• Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Performs supervisory reviews of all tax returns and governmental tax examinations of complexity.
• Assumes tax preparation responsibility for the more complex business returns.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities.

Qualifications

• A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
• Demonstrated ability to bring in new business to a CPA firm.
• Bachelor’s or Master’s degree in accounting.
• Minimum of forty hours of continuing professional education required each year to maintain and develop technical and business skills.
• A current and valid Certified Public Accountant’s license is required.
• Must be a member in good standing with the American Institute of Certified Public Accountants.
• Proficiency in use of computers and various accounting and tax computer software.

Equal Opportunity Statement

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.