Tax Manager

Position Purpose/Summary

· The Experienced Tax Manager is responsible for larger more complex tax engagements and may manage multiple projects simultaneously.

· This position assumes responsibility for reviewing returns and supporting staff at all levels by answering questions and providing guidance.

· This position is also responsible for mentoring, coaching, supporting team members in meeting clients and self-development expectations.

Duties and Responsibilities

· Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures

· Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements

· Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback

· Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved

· Manage and guide staff on their day-to-day activities including budgeting

· Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities

· Build and maintain client relationships and manage all aspects of the client engagement process

· Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes

· Research tax law and consult on tax technical questions

· Plans and manages responsibilities and resources to achieve assigned objectives

· Helps develop solutions for clients and manages implementation of ideas

· Communicates engagement progress, problems, resolutions, financial information, tax activity and other business concerns with clients

· Works with co-workers on assignments to anticipate project issues, assess alternatives, and take appropriate measure to resolve assignment issues

· Identifies client needs and opportunities, and identifies cross selling and new service opportunities

· Supports partners in developing new initiatives to increase retention, meet resourcing needs, utilization, and staff development

· Develop functional specialization and/or industry expertise

· Establishes and actively works to build a network to assist with business development and firm marketing initiatives

· Develop a specialty designation or begin to obtain a masters

· Additional responsibilities not listed above may be expected as needed

Requirements

Certification, Licenses, Registrations

· CPA

Key Success Factors

· Accountability: Meets established expectations; takes responsibility for achieving quality, sound, and timely results; and encourages others to do the same. Ability to lead and develop employees

· Analytical and Problem Solving: Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

· Commitment to Excellence in Client Service: Provides exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs.

· Executes for Results: Effectively leverages resources to create exceptional outcomes in a timely manner, embraces change, and constructively resolves barriers and constraints.

· Time Management: Able to balance multiple priorities and complete assignments within time constraints and deadlines. Asks for timely direction when necessary.

· Business development results (Selling, cross-selling, marketing)

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.