What are the responsibilities and job description for the Tax Manager position at W3Global?
The Tax Manager leads client engagements, oversees staff, and provides strategic tax and financial guidance. They have a strong background in public accounting, excellent leadership skills, and a commitment to delivering outstanding service.
Key Responsibilities
Lead and manage multiple client engagements across tax, compilation, and review services, ensuring timely delivery and high-quality results
Review and oversee the preparation of complex individual, corporate, partnership, and trust tax returns, providing technical guidance and resolving advanced tax matters
Supervise, mentor, and develop staff and senior accountants through ongoing coaching, training, and performance feedback
Build and maintain strong client relationships by delivering responsive, proactive, and consultative service
Ensure all engagements are executed in compliance with professional standards, firm policies, and applicable regulatory requirements
Manage engagement budgets, staffing, timelines, and deliverables to drive efficiency and profitability
Support business development initiatives, including identifying growth opportunities and contributing to firm expansion efforts
Monitor and interpret changes in tax laws, accounting standards, and industry developments to inform client strategy and firm practices
Serve as a subject matter resource in a designated tax specialty area (e.g., SALT), contributing to internal training, client development, and technical excellence
Perform other duties and special projects as assigned
Qualifications
Bachelor's degree in Accounting (required)
Master's in Accounting or Taxation (preferred)
Active CPA license in Michigan (required)
Minimum of five (5) years of progressive public accounting experience, including at least two (2) years in a supervisory or managerial capacity
Demonstrated expertise in business and individual tax compliance, as well as compilation and review engagements
Proficiency in QuickBooks and the Thomson Reuters software suite (e.g., UltraTax, Engagement Manager, Practice CS) preferred
Strong leadership, interpersonal, and communication skills, with the ability to effectively develop and guide team members
Proven ability to manage multiple engagements and competing priorities in a deadline-driven environment
Exceptional attention to detail, with strong analytical and problem-solving capabilities
Self-motivated professional with a commitment to continuous learning, process improvement, and team development
What We Offer
An environment promoting and enabling a healthy work/life balance
A competitive compensation and benefits package including medical, dental, vision, and life insurance, 401(k), profit sharing, flexible spending account, vacation time and more
A commitment to the personal and professional development of all our team members
An opportunity to work with a large variety of clients at multiple levels
Advanced technology and communication systems
Client referral bonus
Benefits
401(k)
401(k) matching
Continuing education credits
Dental insurance
Dependent care reimbursement
Dependent health insurance coverage
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
License reimbursement
Life insurance
Opportunities for advancement
Paid time off
Retirement plan
Vision insurance
Work Location:
In person
Key Responsibilities
Lead and manage multiple client engagements across tax, compilation, and review services, ensuring timely delivery and high-quality results
Review and oversee the preparation of complex individual, corporate, partnership, and trust tax returns, providing technical guidance and resolving advanced tax matters
Supervise, mentor, and develop staff and senior accountants through ongoing coaching, training, and performance feedback
Build and maintain strong client relationships by delivering responsive, proactive, and consultative service
Ensure all engagements are executed in compliance with professional standards, firm policies, and applicable regulatory requirements
Manage engagement budgets, staffing, timelines, and deliverables to drive efficiency and profitability
Support business development initiatives, including identifying growth opportunities and contributing to firm expansion efforts
Monitor and interpret changes in tax laws, accounting standards, and industry developments to inform client strategy and firm practices
Serve as a subject matter resource in a designated tax specialty area (e.g., SALT), contributing to internal training, client development, and technical excellence
Perform other duties and special projects as assigned
Qualifications
Bachelor's degree in Accounting (required)
Master's in Accounting or Taxation (preferred)
Active CPA license in Michigan (required)
Minimum of five (5) years of progressive public accounting experience, including at least two (2) years in a supervisory or managerial capacity
Demonstrated expertise in business and individual tax compliance, as well as compilation and review engagements
Proficiency in QuickBooks and the Thomson Reuters software suite (e.g., UltraTax, Engagement Manager, Practice CS) preferred
Strong leadership, interpersonal, and communication skills, with the ability to effectively develop and guide team members
Proven ability to manage multiple engagements and competing priorities in a deadline-driven environment
Exceptional attention to detail, with strong analytical and problem-solving capabilities
Self-motivated professional with a commitment to continuous learning, process improvement, and team development
What We Offer
An environment promoting and enabling a healthy work/life balance
A competitive compensation and benefits package including medical, dental, vision, and life insurance, 401(k), profit sharing, flexible spending account, vacation time and more
A commitment to the personal and professional development of all our team members
An opportunity to work with a large variety of clients at multiple levels
Advanced technology and communication systems
Client referral bonus
Benefits
401(k)
401(k) matching
Continuing education credits
Dental insurance
Dependent care reimbursement
Dependent health insurance coverage
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
License reimbursement
Life insurance
Opportunities for advancement
Paid time off
Retirement plan
Vision insurance
Work Location:
In person