Tax Senior Manager - Kalamazoo

UHY-US; Kalamazoo (MI); On-site; USD 99,750 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits including health insurance

401(k) retirement plans

Generous paid time off (PTO)

Job summary

A leading firm is seeking a Tax Senior Manager in Kalamazoo to oversee client tax strategies, ensure compliance, and manage tax staff. Offering competitive compensation and a collaborative environment, this role provides opportunities to lead various tax engagements and develop strategies for diverse clients in multiple industries.

Qualifications

• Oversee tax returns and ensure compliance.
• 8+ years of relevant experience in tax.
• Ability to analyze complex tax scenarios.

Responsibilities

• Develop tax planning strategies for clients.
• Manage a portfolio of tax engagements.
• Review tax returns for accuracy and compliance.

Skills

Client Communication

Tax Strategy Development

Team Collaboration

Analytical Skills

Education

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent license

Juris Doctor (JD) degree (for specialty positions)

Tools

CCH Prosystem FX

Axcess Tax

Thomson Reuters Fixed Assets CS

Job description

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Job Summary

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.

Job Summary

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.

Job Description

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 environment

• Work is conducted in a professional office environment with minimal distractions
  
  

Physical demands

• 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 Required

• Travel may be frequent and unpredictable, depending on client’s needs
  
  

Required Education And Experience

• 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 Duties

Please 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.

Who We Are

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.

What We Offer

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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