Tax Manager - Private Equity

KSM Business Services, Inc.; Indianapolis (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

KSM Business Services, Inc. in Indianapolis, IN seeks a professional to manage projects and client engagements while supervising staff and developing practice areas. The ideal candidate will possess a strong accounting background, with at least five years of CPA experience and a proven ability to bring in new business.

This position requires a Bachelor's or Master's degree in accounting and an active CPA license. Responsibilities include managing client relationships, staff training, and overseeing complex engagements.

The firm values diversity and is an equal opportunity employer.

Qualifications

• Minimum of five years experience in accounting and tax with increasing complexity.
• Demonstrated ability to generate new business for a CPA firm.
• Current and valid CPA license required.
• Proficiency in computer and various accounting software.

Responsibilities

• Act as liaison between partners, clients, and staff.
• Manage multiple projects and client engagements simultaneously.
• Supervise staff and provide on-the-job training.
• Prepare invoices and assist in collection of overdue accounts.
• Review tax returns and manage governmental tax examinations.

Skills

Knowledge of financial, tax, and consulting matters

Project management

Communication skills

Supervisory skills

Business development

Education

Bachelor's or Master's degree in accounting

Tools

Accounting software

Job description

Position Summary

Acts as liaison between partners, clients and staff. Responsibilities include managing multiple projects and client engagements simultaneously while scheduling, staffing and coordinating engagement workflow. Develops and trains staff. Major involvement in firm practice development efforts, develop advanced technical knowledge, and management skills. Ability to make decisions. Ability to effectively delegate work.

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 client's business.
• Plans, schedules and staffs engagements using firm policies and procedures.
• Supervises staff and provides on-the-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 client through written and oral correspondences.
• 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.

Requirements/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 is 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 Employer 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.