Tax Manager

Job Summary

The person in this position will lead and manage multiple operations of the tax practice throughout all locations. The Tax Manager will develop, review and manage all tax staff deliverables driving the successful function of the tax teams, leading to greater performance. The Tax Manager will create and implement tax plans and work with leadership to identify opportunities for process improvement and potential areas of risk. The Tax Manager will ensure compliance with all state and federal laws are met through a series of systems and system controls which are designed to ensure accurate, timely reporting. They will monitor current and impending changes to tax regulation and make the appropriate updates to policies and strategies. 

 Not limited to, the ideal candidate will be well versed in strategic planning, financial diagnosis, complex tax, corporate finance, legal compliance and developing, building a successful team and maintaining excellent client relationships.  

 The person in this position will earn the trust and confidence of co-workers and clients alike by upholding a personal value system based on honesty and integrity.  This employee will support all policies, procedures, and programs which will assist in building and maintaining a positive internal culture and client experience with ENJ Financial.

 Essential Functions include, but are not limited to

1. Review and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types. 
2. Provide innovative and complex tax planning by researching, interpreting, and implementing federal, state and local tax laws; identify and mitigate tax risks.
3. Prepare and review complex federal and state income taxes for individuals and businesses.
4. Manage, respond and coordinate tax audits; prepare internal memoranda, written correspondence/guidance, private letter rulings and other documents for submission fo the IRS or Treasury Department.  
5. Train new staff, provide ongoing employee training, review and evaluate their work.
6. Communicate directly with existing clients, review prospective tax clients; make recommendations to CEO. 
7. Act as strategic partner; market firm, prospect and identify future tax and financial services clients. 
8. Ensure execution; is accountable for effecting change and execution of the firm’s strategies; delegate projects to staff that can handle them most efficiently; ensure protocol is being adhered to though practicing moral, ethical and legal accounting practices.
9. Be required to meet the goal of 32 chargeable hours (during summer when Fridays are ½ day and 34 the rest of the year UNLESS otherwise communicated. 
10. Set a personal example; display personal integrity, provide a positive personal example through work and behavior having the firms best interest in mind at all times. 
11. Create a positive work environment that encourages teamwork, cooperation and collaboration between and among offices and team members. 
12. Adopt and assure the consistent use of repeatable processes. Constantly seek to streamline processes to improve efficiencies; communicate these regularly to CEO.
13. Other accountabilities as assigned.

 Core Values

1. Provide a Personalized Experience
2. Honesty is a Priority
3. Quality vs. Quantity 
4. Willingness/Humility 
5. Dream Big 
6. Cultural Display 
7. Do the Right Thing!

 Supervisory Responsibilities

This position is responsible for the tax division of the firm. This includes but is not limited to setting performance standards for tasks, jobs and roles of team members; plan, assign and direct work; ensure that job descriptions accurately record primary responsibilities; act as mentor/coach to team members; hire, train and retain staff; perform regular performance management reviews; reward and discipline staff; address complaints and resolve issues.  

 Requirements and Qualifications

This position requires CPA certification and a bachelor’s degree in accounting or finance or equivalent work experience; a minimum of three years’ experience in a transferrable setting; significant supervisory experience; excellent customer service skills; demonstrated ability to be organized and detail-oriented; results-driven and deadline oriented.