Tax Manager / Senior Manager

LOUGEN VALENTI BOOKBINDER & WEINTRAUB; Town of Amherst (NY); Sur place; USD 100 000 - 170 000; Plein temps

Résumé du poste

LOUGEN VALENTI BOOKBINDER & WEINTRAUB seeks a Senior Manager – Tax to lead a profitable tax practice area, manage client engagements, and supervise staff. This role emphasizes building strong client relationships and delivering high-quality tax services across engagements.

This position supports firm growth, mentors junior staff, and coordinates cross-functional delivery of tax services, ensuring profitability and client satisfaction throughout the engagement cycle.

Qualifications

• Degree qualification and relevant professional accreditation.

Responsabilités

• Oversee client relationships in regard to tax matters and coordinate delivery of other services.
• Develops and nurtures long-term relationships with client senior stakeholders.
• Maintains contact with clients throughout the year and understands client business.
• Provides training and mentors staff; reviews complex tax accruals and returns.
• Develops solutions for clients and drives implementation of ideas.
• Monitors budgets, realization, and accounts receivable for assignments.
• Leads marketing and business development to generate leads and close assignments.
• Oversees staff, manages daily activities, and guides career development.

Connaissances

Strong business acumen

Strong technical knowledge

Strong selling skills

Project management

Leadership

Industry knowledge

Profitability mindset

Formation

Degree qualification and relevant professional accreditation

Description du poste

Senior Manager – Tax

Position Summary:

The Senior Manager is responsible for leading a profitable functional area of the practice – leading the team, building the business and ensuring the team delivers exceptional client service.

The Senior Manager is responsible for managing tax engagements and related projects, working for assigned clients, including communication with clients, and supervising performance of tax staff and tax seniors. In fulfilling the firm’s mission, the Senior Manager is a liaison between Partners, clients and internal staff. The Senior Manager supports the firm’s goals and values through all professional communications and the maintenance of positive working relationships.

Essential Functions:

• Responsible for overseeing client relationships in regard to tax matters, as well as coordinating the delivery of other services, developing business proposals and other supervisory and administrative duties as required.
• Develops and nurtures long-term relationships with client senior
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client’s business.
• Proactively and effectively identified clients’ needs.
• Provides on-the-job training, reviews complex tax accruals and tax returns prepared by staff.
• Develops solutions for clients and champions the implementation of ideas.
• Reviews and confirms assignment objectives, scope and work plan with
• Seeks regular client assessment of assignment progress and overall feedback on performance/value
• Identifies assignment resource requirements and ensures the most appropriate resources are assigned to specific assignment
• Assists with the development of training programs and acts as instructor in professional development programs.
• Anticipates identifies and resolves complex assignment
• Develops assignment budgets for review by the assignment partner, monitors realization, utilization and accounts receivable progress.
• Works with the partner group to generate leads, contacts and sales – including developing and closing assignment
• Oversees a group of staff, and is responsible for managing their daily activities and career
• Manages the group to ensure profitability in the short and long
• Evaluates the performances of staff and provides verbal and written feedback
• Supports the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements.
• Supports the partner team in the development and planning of practice unit strategy, objectives, and budgets.
• Development of industry expertise and profiling of the
• Identifies and develops new initiatives to increase retention, meet resourcing needs, utilization and people development.
• Shares and transfers knowledge and skills to the team.
• Engages in ongoing personal
• Actively participates in firm marketing initiatives.

Education and Experience:

• Degree qualification and relevant professional accreditation

Knowledge, Skills and Abilities:

• Strong business acumen
• Strong technical knowledge and expertise.
• Functional/industry
• Developing an industry profile.
• Strong selling skills – generating leads, making contacts and securing clients.
• Strong project management and leadership skills including the ability to successfully coach and mentor talented people.
• A thorough understanding of firm products and services in the practice area, with a working knowledge of firm products and services in other practice areas.
• A thorough understanding of market trends including opportunities, local business initiatives and stakeholder/competitor
• Business management – able to manage for short and long term profitability

SALARY RANGE: $100K – $170K annually