Tax Senior Manager
650 UHY Advisors Midwest, Inc.
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Job summary
650 UHY Advisors Midwest, Inc. seeks a Tax Senior Manager to supervise and review client tax work, lead planning strategies, and guide complex tax matters. You will manage engagements, mentor staff, and ensure timely, compliant deliverables for a diverse client base.
Qualifications include a Bachelor's in accounting/finance, CPA/EA license, and 8+ years in a professional services setting. Proficiency with отраслевых tax software is expected, with travel as needed.
Qualifications
- Bachelor's degree in accounting, finance, or related field.
- CPA or Enrolled Agent license.
- 8+ years of relevant experience in professional services.
- Experience in CPA/consulting environment and ability to manage engagements.
Responsibilities
- Oversee and review financial information for clients, including business and individual tax returns.
- Develop and implement comprehensive tax planning strategies for clients.
- Manage a portfolio of tax engagements and supervise staff.
- Monitor engagement budgets and timelines.
- Stay current with federal, state, and local tax laws and regulations.
- Lead tax research efforts and address complex issues.
- Communicate tax concepts clearly to clients and provide insights.
- Collaborate with partners on business development and client proposals.
Education
Tools
Job description
As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries.
The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients.
Tax Strategy and Engagement Oversight
Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions
Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
Monitor engagement progress, budgets, and timelines, make adjustments as needed to meet client expectations
Research and Analysis
Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making
Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters
Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables
Strategic Business Development
Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
Participate in proposal development and presentations to prospective clients
Supervisory responsibilities
Will supervise subordinate team members
Work is conducted in a professional office environment with minimal distractions
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel may be frequent and unpredictable, depending on client's needs
Bachelor's degree in accounting, finance, or a related field
8+ years of relevant experience
CPA or Enrolled Agent license
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Specific positions may require additional industry or specialization certifications
Responsible for completing the minimum CPE credit requirement
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience
Juris Doctor (JD) degree for specialty positions
Other dutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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