Tax Manager

Synectics Inc.; Marietta (OH); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

401(k)

Health insurance

Work from home

Continuing education credits

Paid time off

Job summary

Synectics Inc. is seeking a Tax Manager to lead a team of professionals, manage client assignments, and deliver high-quality corporate tax services.

You will oversee staff, coordinate projects, and work with the Director to maximize performance and revenue while mentoring associates. This role requires strong knowledge of accounting and tax laws, excellent communication, and the ability to balance client needs with firm policies.

Qualifications

• Advanced knowledge of general financial accounting and tax laws.
• Understanding of GAAP principles.
• CPA or EA designation required or pending.

Responsibilities

• Lead tax planning, research, and compliance for clients.
• Manage staff, client assignments, and project delivery.
• Coach and mentor associates; develop skills.
• Review tax returns and ensure accuracy.
• Coordinate with Director on performance and growth.
• Support business development and client service.

Skills

Tax knowledge

Staff management

Client service

Communication

Accounting principles

Education

Bachelor's degree in Accounting/Finance

CPA or EA designation

MBA (preferred)

Tools

Microsoft Office

Tax software

Job description

Description

• The Tax Manager role is responsible for managing staff, client assignments and projects and delivering a high-quality service.
• Additional responsibilities include assisting with overseeing office operations and staff, client service activities, quality, reporting, production revenue budget and forecasting; and working in conjunction with the Director on maximizing performance including production revenue maximization, and staff development.
• This includes coaching, advising, and supporting team members in meeting client and self-development expectations.
• In addition, the position will be responsible for following and enforcing all firm and staff policies and procedures.
• Provide effective and respectful leadership to associates through planning of appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations & providing feedback on performance, recognition/celebration, coaching, counseling reports and/or discipline; creating career growth opportunities and associate development plans.
• Understand skillsets and capabilities of Associates and monitor and review work products that they prepare and report on performance while articulating coaching notes throughout the process.
• Serve as the Tax client service coordinator for appropriate clients.
• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general business activities.
• Manage client needs with respect to tax services and federal and state tax compliance.
• Promote the Firm to clients, business associates and through community events.
• Prepare tax returns and provide detailed review and analysis of tax returns.
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm.
• Facilitates monthly department meetings to communicate the service line's direction, any changes in firm staffing or policies, new client opportunities and client project status, etc.
• Reviewing research findings and ensuring conclusions are consistent with firm policies and professional standards.
• Assist with new business development, extended service, and tax issue recognition for existing clients.
• Remain up to date on current tax practices and changes in tax law.

Description

• The Tax Manager role is responsible for managing staff, client assignments and projects and delivering a high-quality service.
• Additional responsibilities include assisting with overseeing office operations and staff, client service activities, quality, reporting, production revenue budget and forecasting; and working in conjunction with the Director on maximizing performance including production revenue maximization, and staff development.
• This includes coaching, advising, and supporting team members in meeting client and self-development expectations.
• In addition, the position will be responsible for following and enforcing all firm and staff policies and procedures.
• Provide effective and respectful leadership to associates through planning of appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations & providing feedback on performance, recognition/celebration, coaching, counseling reports and/or discipline; creating career growth opportunities and associate development plans.
• Understand skillsets and capabilities of Associates and monitor and review work products that they prepare and report on performance while articulating coaching notes throughout the process.
• Serve as the Tax client service coordinator for appropriate clients.
• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general business activities.
• Manage client needs with respect to tax services and federal and state tax compliance.
• Promote the Firm to clients, business associates and through community events.
• Prepare tax returns and provide detailed review and analysis of tax returns.
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm.
• Facilitates monthly department meetings to communicate the service line's direction, any changes in firm staffing or policies, new client opportunities and client project status, etc.
• Reviewing research findings and ensuring conclusions are consistent with firm policies and professional standards.
• Assist with new business development, extended service, and tax issue recognition for existing clients.
• Remain up to date on current tax practices and changes in tax law.

Qualifications

• Advanced knowledge of general financial accounting and tax laws.
• Understanding of and ability to adhere to generally accepted accounting principles.
• Proficient in computer software programs.
• Retain general knowledge regarding FASB and IRC
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.
• Bachelor's degree in Accounting, Finance, or related discipline required.
• Preferred MBA or related degree.
• Must currently hold CPA or EA designation.
• Preferred 5years of related tax experience.
• Preferred 2 years of related management experience.
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Benefits

• 401(k)
• 401(k) matching
• Bereavement leave
• Continuing education credits
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Volunteer time off
• Work from home