What are the responsibilities and job description for the Tax Manager position at Tbg The Bachrach Group?
Tax Manager
Accounting
New York, New York Permanent May 22, 2025
Essential Job Functions/Responsibilities:
Make decisions on staffing issues by working with Partners and Principals to find solutions for workload balancing and client due dates
Serve as an initial point of contact with tax staff on issues such as workload/time management, scheduling, and professional development within the firm
Act as a liaison for Tax Partners to mediate conflicts and resolve resource needs that develop
Oversee and manage annual CPE requirements for the tax department, including suggestions for courses and training
Assist with the development and publication of the firm's client tax updates and memos
Oversee and manage the firm's bookkeeping staff
Oversee and manage the firm's administrative tax staff (collaters and interns)
Assist with the recruitment of professional tax staff, bookkeeping staff, and administrative tax staff
Assist with performance reviews of professional tax staff, bookkeeping staff and administrative tax staff
Develop, administer and/or participate in orientation programs for incoming hires
Manage and oversee the firm's tax workflow processes on an ongoing basis, including changes such as new clients, dissolved entities and administrative changes
Manage and oversee the client e-signature and e-filing processes
Manage and maintain the firm's paperless document management system on an ongoing basis
Other duties and responsibilities related to the administration of the tax department, as assigned
Qualifications:
Bachelor's Degree in Accounting and/or Masters of Science in Taxation
At least 5 years of experience working as a professional staff member in the tax department of a mid-sized or larger CPA firm.
CPA license preferred
Essential Job Functions/Responsibilities:
Make decisions on staffing issues by working with Partners and Principals to find solutions for workload balancing and client due dates
Serve as an initial point of contact with tax staff on issues such as workload/time management, scheduling, and professional development within the firm
Act as a liaison for Tax Partners to mediate conflicts and resolve resource needs that develop
Oversee and manage annual CPE requirements for the tax department, including suggestions for courses and training
Assist with the development and publication of the firm's client tax updates and memos
Oversee and manage the firm's bookkeeping staff
Oversee and manage the firm's administrative tax staff (collaters and interns)
Assist with the recruitment of professional tax staff, bookkeeping staff, and administrative tax staff
Assist with performance reviews of professional tax staff, bookkeeping staff and administrative tax staff
Develop, administer and/or participate in orientation programs for incoming hires
Manage and oversee the firm's tax workflow processes on an ongoing basis, including changes such as new clients, dissolved entities and administrative changes
Manage and oversee the client e-signature and e-filing processes
Manage and maintain the firm's paperless document management system on an ongoing basis
Other duties and responsibilities related to the administration of the tax department, as assigned
Qualifications:
Bachelor's Degree in Accounting and/or Masters of Science in Taxation
At least 5 years of experience working as a professional staff member in the tax department of a mid-sized or larger CPA firm.
CPA license preferred