Senior Tax Manager
gish SEIDEN has an excellent leadership opportunity for a highly-experienced tax professional. We are looking for an individual to lead our tax practice into the future. Success in this position requires deep knowledge of complex individual tax issues. In addition, expertise in trust and estate taxes is preferred.
Skills Required:
- Understands the vision of gish SEIDEN
- Excellent written and oral communication skills
- Team player who utilizes internal and external talent
- Natural ability to develop detailed processes that increase productivity
- Gift for taking a developed project and delivering it in a value-added package to the client
- Ability to assess current processes and recommend new processes that increase productivity
- Strong project management skills – ability to plan and implement new tax software processes
- Develop mentoring relationship with the accounting staff
Relationship to Others:
- Works with the accounting staff as teacher, tutor and coach
- Develop and maintain relationships with outside professionals (i.e. attorneys, bankers, certified financial planners, financial and wealth advisors, insurance, pension consultants, etc.)
- Maintain a professional relationship with clients
Role as Senior Tax Manager:
- Perform quality review of all tax work products
- Primary person for keeping current with tax laws and recommending tax planning opportunities
- Analyze complicated tax issues and develop recommendations for implementation
- Maintain the highest of professional standards for the Firm
- Develop tax knowledge of the staff
Day to Day Responsibilities:
- Primary person checking all Personal, Gift Tax, Exempt Organization, Estate, and Trust income tax returns prepared by the staff and Partners. Secondary person checking all C Corporation, S Corporation, Partnership, LLC, LLP, and Benefit Plan returns and to ensure accuracy and compliance with technical issues and completeness based on the Firm’s and government standards
- Preparation and/or review of form 706’s
- Monitor the tax return checking review drawers to ensure that good workflow is maintained
- Discuss review notes with staff to teach, tutor and coach their professional knowledge and growth within the Firm
- Lead/perform higher level tax research and consulting projects
- Communication with the COO and Scheduler regarding client work commitments, staff assignments and upcoming deadlines
- Responsible for developing and supporting the Firm’s learning plan
- Approve staff prepared correspondence to Government Agencies for tax notices, etc. before Partner’s signature
- Perform or assist Partners and staff with tax research projects
- Conduct personal income tax interviews
- Preparation of personal income tax returns
- Perform or assist Partners with income tax audits
Other Responsibilities:
- Active member of the Tax Committee
- Recommend changes and updates to the Firm’s Accounting Manual (Tax Section)
- Participate in tax specialist subgroups of Nexia International
- Participate in performance reviews of accounting staff
- Participate in staff coaching and mentoring programs
Minimum Qualifications:
- Bachelors Degree with emphasis in Accounting, Finance or other related area
- Masters in Taxation is preferred
- California CPA license
- Minimum of ten years of recent professional work experience in public accounting
- Demonstrated ability to train and develop staff
- Demonstrated projected management skills
- Exposure to International taxation laws is preferred
- Excellent written and oral communication skills
- Excellent interpersonal skills
This job description does not list all the duties of the job. You may be asked by Partners, Managers or peers to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.
Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
