Tax and Accounting Services Manager

We are currently seeking a full time Tax and Accounting Services (TAS) Manager.

The TAS Manager will delegate to and review the work of assigned employees in addition to personally completing work that requires additional knowledge, expertise and discretion.  The TAS Manager will collaborate with the Practice Area Leader to develop and direct the activities of the practice area and to form working relationships that will develop new business for the firm. The TAS Manager will contribute to the overall success of the Firm by imparting knowledge to staff about methodologies and tools to provide quality client service, challenging traditional procedures used in the past and recommending new approaches

Duties include:

• Identify and resolve complex issues effectively, both within and outside the scope of assignments.
• Maintain knowledge of the overall business environment, especially about industries in which you have clients.
• Maintain a high level of expertise in one or more specialized areas/industries and perform effectively in those as well as many other areas.
• Prepare complex client and other correspondence including recommendations, technical issues, proposals, and articles.
• Motivate, develop and coach staff according to firm principles.
• Provide staff with honest, objective and constructive feedback in a timely manner, participate in the formal employee review process, and be accessible to staff when they have questions and concerns.
• Manage multiple engagements effectively, use staff efficiently, and meet time/budget estimates.
• Prepare invoices to clients, communicate details of fees to clients and assist in the collection of overdue accounts.
• Effectively identify and deliver cross-selling opportunities to clients.
• Develop networking relationships with clients and non-clients.
• Prepare, direct, supervise and review the preparation of workpapers, individual, corporate, partnership and other returns.
• Assist clients with their internal accounting systems, and accounting policies and procedures.
• Review workpapers and financial statements before submission to Director.
• Draft quality reports, including compiled and management-use only financial statements.

Education and Experience Requirements:

• Bachelor’s degree in Accounting , Finance or other related field plus at least four years of public accounting experience or relevant experience as it relates to Practice Area; or equivalent combination of education and experience. 
• Certified Public Accountant (CPA) in good standing.
• Possess effective technical knowledge related to work engagements.
• Excellent organizational, problem solving, critical/analytical thinking, written and oral communication, interpersonal and computer skills.
• Demonstrated understanding and proper application of rules, regulations and codes of conduct of relevant governing bodies (ie: State Boards of Accountancy, IRS, AICPA, PICPA, etc).
• Must be able to travel to client locations both locally and regionally.