OTHER FUNCTIONS:

• Prepare reports and projects as requested from time to time by the Partners and/or Directors.
• Research and evaluate tax preparation and software to recommend to the Partners.
• Develop personal priority goals and adhere to them.
• Assist the Partners and Directors with planning the team’s business goals for the year.
• Actively participate in community involvements, including leadership roles on boards and/or service organizations.
• Participate with the Partners in marketing efforts, including proposal developments and prospect calls.
• Actively participate in the Firm’s practice development efforts through involvement with referral sources, community, and industry activities.
• Manage a group of TBS Staff, including their career development, training, professional development, productivity, and performance.
• Evaluate the performance of TBS Staff and provide verbal and written feedback regularly.
• Proactively mentor and develop the technical and business development skills of TBS Staff.
• Participate in the annual review process of team members.
• Participate in other administrative activities or other duties as requested by the Partners and/or Directors.

QUALIFICATIONS:

1. Bachelor’s degree and/or Master’s degree in Accounting or Taxation
2. Licensed CPA
3. 5+ years of public accounting tax experience

SUMMARY OF RESPONSIBILITIES:

The TBS (Tax and Business Solutions) 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 maintains positive working relationships.

ESSENTIAL FUNCTIONS:

• Become a role model who will demonstrate consistent integrity within the professional environment and provide an example for the staff to learn from and model for their success.
• Perform technical tax reviews and approve all tax returns of any complexity.
• Assume full responsibility for larger tax returns and delegate to the various tax preparers as necessary.
• Delegate and manage tax research projects to achieve an accurate and efficient product.
• Participate actively in client meetings and tax planning efforts to assist the A&A department with larger clients.
• Act as a resource for tax preparers and A&A Staff on specific tax issues and-or questions.
• Participate actively in client meetings and tax planning efforts with larger clients.
• Assume tax preparation responsibility for the more complex business returns.
• Orchestrate and lead periodic meetings (in the event the Director is absent) during busy season with TBS Partners and Staff.
• Supervise Tax Staff and provide on-the-job training.
• Work to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
• Assume responsibility for the smooth flow of tax returns through the tax preparation system to guarantee accurate, complete, and timely preparation and delivery of all clients’ tax returns.
• Possess complete knowledge of the Firm’s philosophy and opinions on tax matters.
• Maintain knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.