TBS Manager - Saint Simons Island

Symphona; Saint Simons Island (GA); On-site; USD 80,000 - 110,000; Full time

Job summary

Symphona is seeking a TBS Manager in Saint Simons Island, Georgia. The role involves overseeing the preparation of client tax returns, ensuring accuracy, and managing a team of associates. The ideal candidate will demonstrate advanced technical tax skills and strong management abilities. Responsibilities include leading client meetings, conducting technical tax reviews, and developing the team through training and mentorship. Opportunities for advancement to TBS Director based on performance metrics are available.

Qualifications

• Advanced technical skills in tax and accounting areas.
• Management and supervisory skills.
• Capability to develop, train, and mentor staff.

Responsibilities

• Responsible for preparation and approval of client tax returns.
• Supervise tax team members and manage training.
• Participate in tax planning efforts and client meetings.

Job description

Job Summary: The TBS Manager is responsible for the efficient, accurate, complete and timely preparation of all client tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. The TBS Manager supports the Firm’s goals and values through all professional communications and the maintenance of positive working relationships

Essential Functions:

• A role model who demonstrates consistent integrity within the professional environment and provides the example for Staff to learn from and model for their own success.
• Performs technical tax review and approval of all tax returns of any complexity.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as necessary.
• Delegates and manages tax research projects to achieve an accurate and efficient product.
• Participates actively in client meetings and tax planning efforts to assist the A&A department with larger clients.
• Acts as a resource for tax preparers and Audit team members on specific tax issues and/or questions.
• Participates actively in client meetings and tax planning efforts with larger clients.
• Assumes tax preparation responsibility for the more complex business returns.
• Orchestrates and leads periodic meetings (if a Director is not in place) during busy season with TBS Partners and Associates.
• Supervisors tax team members and provides on-the-job training.
• Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Possesses a complete knowledge of the firm’s philosophy and its opinions on tax matters.
• Maintains a knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

Other Functions:

• Prepares other reports and projects as requested from time to time by the Partners and/or Directors.
• Researches and evaluates tax preparation and research software for recommendation to the Partners.
• Develops personal priority goals and adheres to the goals.
• Develops along with the Partners and Directors the team’s business plan goals for the year.
• Activity participates in community involvement including leadership roles on boards and/or service organizations.
• Participates with Partners in marketing efforts, including proposal development and prospect calls.
• Actively participates in firm’s practice development efforts through involvement with referral sources, community and industry activities.
• Manages a group of TBS associates, including their career development, training and professional development, productivity and performance.
• Evaluates the performance of TBS associates and provides verbal and written feedback regularly.
• Proactively mentors and develops the technical and business development skills of TBS team members.
• May participate in annual review process of team members.
• Participates in other administrative activities or other duties as requested by the Partners and/or Directors.

Next Level on Career Path:

• TBS Director depending on performance metrics and Firm need. Minimum of 3-5 years in manager role before advancement.