What are the responsibilities and job description for the Tax Manager – Individual / Estate & Trust Taxation position at Global Tax Focus LLC?
We currently have an exciting career opportunity for a Tax Manager to join our team.
Global Tax Focus is a virtual firm. Our team members are in various U.S. and foreign cities.
We believe in building strong, collaborative and diversified teams by bringing the totality of
the team member’s skillset to partner with our clients to achieve their goals by providing
an exceptional client service experience. At Global Tax Focus, we believe in creating the
conditions in which everyone can do their best work, collaborate, learn, and build a global
community.
WHY GLOBAL TAX FOCUS?
At Global Tax Focus, our focus is to approach the client service experience with a “servants’
mindset” This requires putting our clients first and considering ourselves as a facilitator to
their success.
Our clients are growing, internationally active Middle Market Enterprises, their owners,
High Net Worth Individuals and Family Offices. We are dedicated to being a Trusted
Business Advisor to provide proactive counsel to assist them in realizing their goals, a
network facilitator of global relationships to bring the best resources to bear and an
effective and efficient tax compliance solution.
YOUR ROLE.
Responsibilities include but not limited to:
• Serve as the Engagement Manager on specific client accounts, taking responsibility
for pre-engagement planning, execution, final deliverable development, and billing
and collections.
• Develop a detailed engagement work plan, illustrating budgets and
schedules. Monitor project status against the work plan and communicate
schedule adjustments to Global Tax Focus management.
• Develop a professional relationship with the client. Gain the respect and
confidence of the client by consistently demonstrating supreme customer service,
quality work products, and professional integrity.
• Serve as the prime point-of-contact to the client. Ensure that the client is fully
informed of engagement progress and logistics.
• Gain the respect and confidence of the Global Tax Focus team through effective
client management, timely and accurate communication, and clear and concise
team direction.
• Prepare timely and accurate bills for professional services rendered.
YOUR EXPERIENCE.
The successful candidate will have:
• Education: BS/BA accounting; CPA required
• Minimum 4 years tax experience in public accounting
• Excellent analytical, technical, and tax skills including knowledge in IRC code and
regulations
• Exceptional client service and communication skills with a demonstrated ability to
develop and maintain outstanding client relationships
• Strong leadership, and mentoring skills, coupled with excellent written,
interpersonal, and presentation skills
• Computer expertise including knowledge of audit-preparation software and an
understanding of the impact of technology
• Strong research skills
• Proven technical skills with MS Office applications such as Excel, Word, PowerPoint
and Outlook.
• Experience with CCH Workflow and CCH Axcess software
• Solid organizational skills with a demonstrated ability to multi-task
If you’re excited about this role but your experience doesn’t align perfectly with every
qualification in the job description, we still encourage you to apply.
Global Tax Focus is an equal opportunity employer, committed to a diverse and
inclusive team to drive business results and create a better future every day for our
team members, clients, partners, and communities. We believe a diverse workforce
allows us to match our growth ambitions and drive inclusion across the business. All
qualified applicants will receive consideration for employment without regard to race,
color, religion, sex, sexual orientation, gender identity, age, national origin, or
protected veteran status and will not be discriminated against on the basis of
disability.
Global Tax Focus does not accept unsolicited resumes from third-party recruiters
unless such recruiters are currently engaged by Global Tax Focus Talent Acquisition
Team by way of a written agreement to provide candidates for a specified opening.
Any employment agency, person or entity that submits an unsolicited resume does
so with the understanding that Global Tax Focus will have the right to hire that
applicant at its discretion without any fee owed to the submitting employment
agency, person or entity.