• Posted on: Jul 26, 2023
  • Location: Delaware, OH
  • Job ID: c580eb26
  • Type: Full Time
  • Posted on: Jul 26, 2023
  • Location: Delaware, OH
  • Job ID: c580eb26
  • Type: Full Time

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Responsible for managing client assignments and projects, delivering a high-quality service. This includes coaching, advising, and supporting team members in meeting clients and self-development expectations. Managers are also responsible for client relationships within their area of expertise and for clients assigned to them. 
Responsibilities include, but are not limited to:
  • Review various tax returns – individual, corporate, partnership, and trust tax returns and make recommendations and decisions to address client needs.
  • Ensure the accuracy of tax provision and tax returns including the documentation supporting tax positions.
  • Conduct tax research and provide effective solutions for management.
  • Supervise and provide assistance to tax staff.
  • Prepare quality tax planning and practical approaches to client’s particular tax needs and situation.
  • Provide advice that enables the client to increase profitability.
  • Maintain and develop business relationships with our clients.
  • Assume additional responsibilities and perform special projects as needed.
Education and Experience:
  • Bachelor of Science Degree in Accounting.
  • Sufficient knowledge of tax provision and tax compliance based on level of experience.
  • CPA certification required.
  • Minimum of five years of tax experience in a public accounting firm.
Qualifications/Skills Required:
  • Is able to identify the key stakeholders in a decision-making process and develop working relationships.
  • Has the ability to negotiate and persuade clients with integrity and communicates effectively in the sales process – ensures clients have the information they need to make decisions.
  • Possesses strong presentation skills.
  • Always alert to opportunities to provide additional services to clients.
  • Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential candidates.

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