Tax Manager

A Tampa CPA Firm that has been around in for over 25 years is looking for it's next CPA Tax Director/Compliance Manager.
This is a team that has been in Tampa for over 50 years and have watched it grow so they really know their clients very well.

Great Benefits
Great established client base
A Firm that everyone cares about each other and there clients
Flexible Schedule
Great Benefits
Work Life Balance

Summary of responsibilities:

A Tax Director / Compliance Manager is a liaison between the partner, the client and the professional team. TD/CM's are responsible for managing multiple accounting projects and client engagements simultaneously. TD/CM's are also responsible for the efficient, accurate, complete and timely preparation of all clients’ tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. TD/CM's make decisions on all but the most unusual tax situations. TD/CM's develop and train team members and make associations to develop new business for the firm.


Essential Functions:

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.

• Assumes full responsibility for larger tax returns and delegates to the various team members as deemed necessary.

• Responsible for all phases of a compilation, or review engagement.

• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and the facets of client’s business.

• Participates actively in client meetings and tax planning efforts.

• Plan and schedule team members’ engagements using firm policies and procedures.

• Maintains familiarity with qualifications of all team members; reviews team assignments for appropriateness.

• Delegates and manages tax research projects to achieve an accurate and efficient product.

• Communicates to appropriate firm personnel important tax and tax developments affecting the firm’s clients. This may include

presenting in-firm continuing education.

• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.

• Evaluates internal controls and work programs prepared by team members.

• Adheres to engagement time budgets.

• Supervises team and provides on-the-job training; reviews tax returns, work papers and reports prepared by team.

• Works to develop responsible trained staff by assisting in recruiting, performance evaluations, developing training aids, and

acting as an instructor in professionals development programs.

• Anticipates problem areas of engagement and questions that will arise.

• Keeps partner informed of all important developments on engagement; analyzes problems and recommends solutions.

• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely

preparation and delivery of all clients’ tax returns.

• Ensures that financial statements, tax returns, and letters of recommendations are prepared in accordance with professional and

firm standards.

• Communicates progress of engagements, problems and resolutions to client.

• Possesses a complete knowledge of the firm’s philosophy and its opinions on financial matters.

• Maintains knowledge of general economic and political trends for possible tax or other legislation that could affect the business

climate.

• May also perform functions as a Client Service Manager.

• Required Experience:
• At least 3 years experience in public accounting, demonstrating a progression in complexity, scope and number of engagements managed.

• Educational Requirements:
• Bachelor’s degree in accounting or Masters degree in accounting.
• Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and

business skills.

• Participates in career development program to improve managerial, communication and interpersonal skills.

• Required Licenses, Certificates or Knowledge:
• A current and valid certified public accountant’s license (Florida) is required.
• Must be a member in good standing with the American Institute of CPAs.
• Proficiency in use of computers, computer accounting software, tax preparation, tax research, tax planning software programs,

spreadsheet and word processing programs.

• Ability to operate a computer and calculator.