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    • 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 tax preparers as deemed necessary.
    • Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
    • Performs all task related to client service and sees that assignments are accomplished within budgeted time.
    • Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
    • Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
    • Assumes tax preparation responsibility for the more complex business returns.
    • Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
    • Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
    • Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
    • 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.
    • Adheres to accurate and timely billing and collection processes are made.
    • Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
Supervisory Responsibilities:
  • Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
  • Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
  • Participates in reviews and evaluations of the Tax Department.

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