Tax Manager / General Tax Team

Kerkering Barberio; Tampa (FL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health insurance

PTO

Parental leave

Training

Development

Vision insurance

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Tuition assistance

Wellness resources

Opportunity for advancement

Job summary

Kerkering, Barberio & Co. seeks an experienced Accounting Manager to serve as the liaison between shareholders, clients, and professional staff, directing multiple engagements and staffing engagements.

You will mentor staff, ensure compliance with Firm standards, manage budgets and deadlines, develop new business, and maintain strong client relationships. CPA and 7 years progressive public accounting experience required; occasional travel may be necessary; flexible work-from-home options

Qualifications

• Experience preparing and reviewing tax returns for individuals, corporations, partnerships, and S-Corp tax returns.
• Progression in complexity, scope, and number of engagements managed.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Effective verbal and written communication skills.
• Conducts themselves with integrity in a responsible, professional manner and appearance.
• Excellent organizational and time management skills.
• Proficiency in use of computers, computer accounting software and tax software programs.

Responsibilities

• Performs a broad range of accounting, tax assignments, and assumes responsibility for all phases of an engagement.
• Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
• Maintains contact with clients throughout the year; has a thorough knowledge of the client and all facets of the client’s business or personal needs.
• Plans, schedules and staffs’ engagements using Firm policies and procedures.
• Meets time and budget constraints and client deadlines.
• Supervises staff and provides on-the-job training; reviews staff assignments for appropriateness; reviews tax returns/workpapers and reports prepared by staff.
• Mentors, counsels staff, and performs or provides input on staff performance appraisals.
• Anticipates problems and potential questions with an engagement.
• Keeps Shareholder(s) informed of important developments on engagements and analyzes problems and recommends solutions.
• Ensures that financial statements, tax returns and letters of recommendations are prepared in accordance with professional and Firm standards.
• Communicates with clients and team members, as requested, in an efficient and professional manner.
• Possesses knowledge of the Firm’s philosophy and its opinions on financial matters working with the respective Shareholder in-charge.
• Participates in Firm’s practice development efforts and demonstrates ability and desire to secure new business for the Firm.
• Conducts research as needed.

Skills

Tax returns handling

Engagement management

Communication skills

Organizational skills

Integrity and professionalism

Technology proficiency

Education

Bachelor’s in accounting or related field

Tools

Accounting software

Tax software

Job description

Benefits

• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance
• Wellness resources
• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Dental insurance
• Flexible schedule
• Free food & snacks
• Tuition assistance

Reports to: Team shareholder(s)

Supervises: Staff, In-Charge, Senior, and Supervisor Accountants

FLSA: Exempt (when full time)

Position Overview

A Manager is the liaison between the Shareholder, client, and professional staff. Managers are responsible for directing multiple accounting projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers make associations to develop new business for the Firm. In addition, they develop and train staff. Performance is evaluated based on quality and accuracy of work, application of accounting and tax knowledge, supervision of Staff, In-Charge, Senior and Supervisor level personnel, the ability to meet time and budget constraints, as well as client deadlines, and the ability to develop new business for the Firm.

Essential Functions

• Performs a broad range of accounting, tax assignments, and assumes responsibility for all phases of an engagement.
• Demonstrates competency in technical skills, work quality, and application of professional and Firm standards.
• Maintains contact with clients throughout the year; has a thorough knowledge of the client and all facets of the client’s business or personal needs.
• Plans, schedules and staffs’ engagements using Firm policies and procedures.
• Meets time and budget constraints and client deadlines.
• Supervises staff and provides on-the-job training; reviews staff assignments for appropriateness; reviews tax returns/workpapers and reports prepared by staff.
• Mentors, counsels staff, and performs or provides input on staff performance appraisals.
• Anticipates problems and potential questions with an engagement.
• Keeps Shareholder(s) informed of important developments on engagements and analyzes problems and recommends solutions.
• Ensures that financial statements, tax returns and letters of recommendations are prepared in accordance with professional and Firm standards.
• Communicates with clients and team members, as requested, in an efficient and professional manner.
• Possesses knowledge of the Firm’s philosophy and its opinions on financial matters working with the respective Shareholder in-charge.
• Participates in Firm’s practice development efforts and demonstrates ability and desire to secure new business for the Firm.
• Conducts research as needed.

Other Functions

• Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.
• Pursues continuing professional education and upgrading of accounting skills, including attending CPE, reading national, professional, and local business journals and publications, staying familiar with pronouncements from the IRS, Congress, the AICPA, etc. Maintains knowledge of the AICPA Code of Professional Conduct (as appropriate for position).
• Works to develop responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
• Does research and prepares reports and projects as requested by shareholders.
• Achieves at least minimum annual productivity budget for chargeable hours, chargeable percent, and realization.
• Effectively bills and collects charges from clients for whom the Manager acts as the Bill Manager and/or Primary Partner.
• Other duties as may be assigned.

Required Experience and Skills

• Experience preparing and reviewing individual, corporate, partnership, and S-Corp tax returns.
• Demonstrated progression in complexity, scope, and number of engagements managed.
• Demonstrates sound critical thinking, professional judgment, and decision-making skills.
• Effective verbal and written communication skills.
• Conducts themselves with integrity in a responsible, professional manner and appearance.
• Excellent organizational and time management skills.
• Proficiency in use of computers, computer accounting software and tax software programs.

Required Education

Bachelor’s in accounting or related field

Required Experience

7 years progressive experience in public accounting

License/Certification

CPA

Working Requirements

• Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
• Out-of-town travel with overnight stay is possible.
• Occasional overtime is expected throughout the year and heavy overtime is required from January through April.

Safety

• Minimal hazards.
• General office working conditions.
• May be required to lift files/boxes in the range of 10-20 pounds.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.

We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.

Flexible work from home options available.