Senior Tax Manager (Project Management)
JOB SUMMARY
The Tax Senior Manager is a leader in the firms tax department. They ensure our clients experience excellent service through their deep technical knowledge and advanced tax consulting skills. Tax Senior Managers will provide review, specialized and ancillary service to the tax practice while participating in firm activities to holistically serve the client.
JOB DUTIES
Deliver a full range of specialized tax, compliance and consulting services in compliance with laws, regulations and timelines.Manage client engagements, staffing requirements, risk management, billing and engagement profitability for owned client engagements.Possess an in-depth knowledge of key client industries and participates in industry organizations, while also recognizing opportunities to provide additional services to existing clients.Strive for an advisor relationship in every client interaction, always seeking opportunities for your clients to further their business and goals. ?Be an active participant in business development meetings with the goal to build strong relationships and drive new client projects and revenue. Be a technical resource, sounding board, and example for other members of the tax team. This may require formal?and informal group training and one to one individualized coaching. ?Support the growth and professional development of yourself and your Creative Planning teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities.Be transparent in your decisions, communicate effectively with your team, have open and honest dialogue, and be a flexible leader to accommodate various management styles.
REQUIRED EXPERIENCE / QUALIFICATIONS
A bachelors degree in accounting or related field of study or masters degree in taxationCPA certification required10+ years of professional services experience with a record of high achievement a plusExcellent interpersonal skills?Strong written and verbal communication skills?Strong analytical, teamwork and organizational skills?Integrity, maturity, dependability, a positive attitude and a strong work ethic?PC proficiency, including spreadsheet, word processing and presentation software applicationsAnalytical skills with high detail orientationResearch?and understand professional frameworks, standards and guidanceTechnology and tools best practices including tax softwareRisk assessment, analysis and managementMeasurement analysis and interpretationThorough experience of Tax return review & reporting complianceAbility to work across multiple tax systems, follow processes, & ensure team compliancePractice leadershipAdvisory skills
