Position SummaryTHE FOCUS IS YOU: As an Enterprise Manager, you will be in a position of full responsibility for directing engagements and special assignments and have the enhanced capability of supervising several engagements simultaneously. The Manager oversees the performance of client service and all related activity. The Manager can perform all tasks related to client service and sees that assignments are accomplished by the engagement team within the budgeted time. This role takes on responsibility for the professional and technical development of the staff through on-the-job-interaction and leading in-house training. Additionally, the Manager has begun to develop a list of potential referral sources to bring new business to the firm and is involved in community activities for the purposes of business development and cross selling the firm's services. The manager should be developing expertise in one or more specific industry areas.
WHAT YOU WILL DOTax Strategy and Engagement Oversight:
- Ensure adherence to engagement timelines, budgets, and firm standards
- Collaborate with partners and directors to develop comprehensive tax strategies and plans that address client-specific risks and objectives
- Stay abreast of evolving accounting standards, regulatory changes, and industry trends, and apply this knowledge to engagements
- Provide expert guidance to the team on complex accounting and tax issues
- Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
- 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, and make adjustments as needed to meet client expectations
Research and Analysis:
- Stay abreast of evolving audit and tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
- Coordinate and complete tax research efforts to address client inquiries, resolve complex issues, and guide decision-making
Client Communication:
- Effectively communicate complex audit and 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:
- Coach, mentor, and develop staff and senior team members, fostering a culture of continuous learning and professional growth
- Conduct performance evaluations, provide feedback, and identify opportunities for skill development
- 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
- Cultivate 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
WHAT WE ARE LOOKING FORExperience
- 5-8 years in relevant position
- Public accounting or other professional services environment preferred
Education
- Minimum Bachelor's degree in accounting, finance, or related field
License / Certification
- Must be a CPA for Audit, Tax Accounting; Respective similar certification for IT audit, consulting
- Must maintain required CPE credits annually
- May need other industry or specialization certification for specific positions
Legal / Compliance
- Must complete acknowledgement of Independence Guidelines and Ethical Standards document
- Government engagements require ability to obtain a security clearance from the United States government
WHO WE AREREADY TO DELIVERWe take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.
A LEGACY OF COMMITMENT, GROWTH AND SERVICEWe know what we're doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We're dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.
AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOUA licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.
Reach out to us today to learn how we can help you.
WHAT WE OFFER- Great Culture | Team-like culture of a small office with the benefits of a large firm
- Competitive Compensation | Based on the role, credentials, and experience
- Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO