What are the responsibilities and job description for the Tax Manager - High Net Worth position at 8900 LBMC, PC?
The High Net Worth Tax Manager role is a great opportunity for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. The LBMC Tax Manager reviews and manages tax engagements for clients while providing internal mentorship opportunities to Staff and Senior Accountants. Impactful Managers at LBMC act as technical advisors in providing advice or research assistance to others with moderate to complex tax questions and effectively supervises multiple engagements at one time. High-performing candidates have a clearly defined path for advancement to Senior Manager and/or Shareholder roles within LBMC.
SCOPE OF WORK
- Directs large-scale tax consulting engagements for our Private Client tax group. Oversees ad hoc tax planning, research, and consulting projects and engagements.
- Set appointments with clients and assembles information to prepare or arrange for the preparation of federal, state and local returns
- Maintains productive working relationships with client personnel and manage expectations of service (reports, schedules, etc.)
- Determines fees to be charged for an engagement with approval from client partner
- Provides mentorship opportunities to Staff and Senior Accountants and provides opportunities for learning during client engagements
- Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC Tax Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC service lines
- Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate.
IDEAL CANDIDATE PROFILE
- Bachelor's Degree and Licensed CPA
- 4 years of progressive tax experience
- 1 years leading and training Staff and Senior Accountants in the public accounting space
- This position may sit fully remote but qualified candidates will have the flexibility to travel to the office and client sites as needed