jazzhr
Tax Manager
Talley LLP
Orange, USA
Full-time
Mid Level
Hybrid
Discovered 1 weeks ago
Free
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- Audit & Assurance services, including financial reporting
- Tax compliance,
- Tax planning, and proactive advice
- Business consulting
- Estate planning, business planning, M&A, and tax law services delivered through TLG
- Outsourced accounting, controller and CFO services
- M&A, growth-through-acquisition, and operational consulting delivered through TCG
- Understand “best practices” with respect to the firm’s programs and processes, especially with respect to tax preparation, review and planning software. Maintain a high level of expertise with respect to the software and improve efficiencies in its application within the tax function.
- Review the firm’s complex returns
- Assist the firm’s partners and client service managers in managing tax relationships on complex clients.
- Act as point of contact and relationship manager/CSM on designated individuals and small businesses.
- Demonstrate advanced technical expertise, e.g. and advanced skill set within the tax code (e.g. subchapter K) or industry expertise (e.g. restaurant industry).
- Participate where appropriate in our tax onboarding and training program.
- Manage client load of appropriate client assignments efficiently.
- Maintain responsibility for agreed-upon process improvement initiatives.
- Time Management
• Exceptional Organization Skills
- Strong Communication skills
- Responsiveness to time sensitive items
- Attention to Detail
- Client Focused
- Ability to work independently
- Deadline oriented
- Build strong relationships with staff
- Team Player and be proactive
- Strong Leadership skills
- Transparency
• Strong Work Ethic
- Being professional and respectful to others
- Positive Attitude
- Be highly proficient in reviewing and advising on: Individuals (1040) Partnerships (1065) S Corporations (1120-S) Corporations (1120) Trusts and fiduciary entities
- Individuals (1040)
- Partnerships (1065)
• S Corporations (1120-S)
- Corporations (1120)
- Trusts and fiduciary entities
- Practicing CPA
- Demonstrated ability to manage client relationships, including complex organizational structures and transactions
- Ability to review complicated tax compliance projects and returns, including entity and individual returns, including multistate, consolidated, or foreign bank reporting
- Experience recognizing issues per review of returns, explaining the issue and opportunity to clients, and implementing planning strategies resulting therefrom
- Recognized technical expertise in a tax subject matter area or industry
- Oversight of tax services to small business, professional and individual client relationships (negotiating fees, addressing client service issues, address/oversight of technical issues, etc.)
- Act as key team member on larger clients with a Partner or Client Service Manager
- Oversight of meetings and extended services for existing clients
- Project management of tax services to clients
- Demonstrate a thorough working knowledge of clients' business needs by identifying and resolving most engagement issues, applying business knowledge and experience gained to add value to the service provided.
- Coordination of client’s work and staff scheduling.
- Be responsible/oversight for department BSC management areas, e.g. workflow management, scheduling, training, or Onboarding. Act as both leader and member in implementing the BSC
- Development/Oversight of new services to deliver to client
- Project management for department related items
- Responsible for keeping all firm members informed of tax changes
- With the Tax Department Partner, develop the key initiatives and leading and lagging indicators. Implement the plan to achieve targeted objectives.
- Actively assist in onboarding new staff into the firm utilizing the onboarding training matrix
- Actively assist in training and learning programs for department team members
- Demonstrate an interest in the growth of others as professionals as well as refining and polishing skills used in managing people.
- Effectively delegate, provide timely and relevant performance feedback, and provide assistance and encouragement as needed, generally in a monthly BSC check-in meeting with direct reports
- Accept new staff on engagements and provide them with the necessary on-the-job training and supervision.
- Be cooperative and helpful to all team members and promote teamwork within the Firm.
- Motivate team members and coordinate efforts with other team members and peers, as well as client personnel.
- 50% of CPE devoted to non-technical items (firm management, marketing, leadership, etc.)
- Develop excellent communication skills
- Continue personal growth by preparing personal development plans, while meeting the minimum firm and professional education requirements.
- Work to build professional relationships with clients, other firm members and departments, and own peer groups.
- Address all issues in a professional and respectful manner with other employees.
About Talley LLP
Legal Services85 employeesFounded 1989
Private full-service accounting and advisory firm serving entrepreneurial businesses, owners, athletes, and high-net-worth individuals.
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