TAX MANAGERAbout Our Firm:Gray, Gray & Gray is one of New England's fastest growing independent full-service consulting, accounting and advisory firms and we are looking for highly motivated, enthusiastic professionals who are true team players and possess a high level of commitment to growth and development to join our Team.
Join us in our beautiful Canton, MA office (currently offering remote work options with ongoing flexibility) for a career that will be highly rewarding and interesting, yet still leaves time for family and outside interests and activities.
We give our team members the power to do more.
More growth. More personal attention. More opportunities.
Role Description:We are seeking a Tax Manager to join our growing team. The ideal candidate will assume responsibility for managing multiple tax engagements and providing high-quality client support and deliverables. This role requires direct client contact, relationship management as well as internal staff training, coaching and support, and business development. The ideal candidate will review, and in certain cases sign, complex federal and state tax returns for C Corporations, S Corporations, Partnerships, Trusts, and Individuals.
Responsibilities:- Review complex tax returns for accuracy and technical compliance for entities, individuals, trusts and estates
- Perform final technical review and signing of other returns
- Meet with clients to build relationships, consult, and obtain tax and financial information
- Act as a resource for various departments and actively work to provide services to other professionals to meet client needs
- Conduct and supervise research, consult directly with clients and prepare correspondence dealing with very complex issues
- Supervise, coordinate, and review the work of Intern through Supervisor-level team members
- Represent clients in both federal and state tax audits
- Manage a significant book of business
- Manage entire client engagement including scheduling, budget, realization and billing
- Report to partners on each assigned engagement
- Participate in management of department. Identify best practices and provide guidance as to build efficiencies and streamline processes
- Work within strict deadlines which will often require overtime during tax season or other peak times throughout the year
- Consulting with and servicing client base to make recommendations on business and process improvements and serve as a business advisor to clients
- Set and monitor staff scheduling and workloads
- Encourage the continuous technical and soft-skill development of staff by providing timely feedback, coaching and mentorship. Conduct performance reviews and provide/arrange training as needed
- Participate in recruitment events
Key Success Factors:- Middle market client focus
- Ability to motivate, develop and direct team members
- Leadership and project management skills including the ability to successfully coach and mentor talented people
- Ability to review and evaluate the work of others
- Detail oriented and improvement focused
- Flexibility to change direction frequently
- Technical expertise and specialization
- Ability to research and resolve tax issues independently
- Stay current with compliance and tax law changes
- Client relations: promote and enhance goodwill between the firm and the client
- Client service: responsive to client needs and ensure that each client receives quality service on a timely basis, at cost-effective rates
- Business development: look for new or additional ways that the firm can help the client
Required Experience:- 5+ years of progressive CPA firm experience, CPA or JD preferred
- BS in Accounting, MST or MBA preferred
- Ability to adjust schedule based on peak times in the department
- Strong technical knowledge and expertise
- Entity taxation- C Corp. and Flow through entities (S-Corp, Partnerships, etc.)
- Excellent written and verbal communication skills (public speaking skills a plus)
- Functional/industry specialization