Log In
Sign Up
Tax Services Manager
Successful candidate will be eligible for a $7,500.00 sign on bonus!!
Candidate can be remote, however must be based in California.
We are a leading tax law firm in San Francisco looking for an experience Tax Services Manager. The qualified candidate will be a Certified Public Accountant (CPA) with leadership experience and the demonstrated ability to lead our tax services team. We are a high-volume Firm looking for the right tax subject matter expert and people leader to join our collaborative, engaged and productive team.
We build our success around talented professionals. We are committed to hiring and developing the very best and brightest talent, creating a team that provides our clients with the highest quality of work product and service.
GENERAL PURPOSE OF JOB
Operational leadership and management of the tax services department of the firm. The incumbent is responsible for the strategic planning and operational execution of tax service functions including but not limited to tax preparation and accounting services for firm clients. Manage the annual life cycle of the client, ensuring ongoing engagement, customer service and service delivery and meeting established performance goals. Engage and collaborate with firm’s legal teams to provide comprehensive services and solutions to our clients. Responsible for the management of assigned staff, including oversight for the effective completion of assigned tasks, and execution of performance management in accordance with company policies and procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Operational Leadership and Management
- Responsible for ensuring accurate, efficient, and timely preparation of client Individual, Corporate, and Partnership income tax return preparation by department resources.
- Responsible for client engagement, client retention, and achieving client satisfaction goals for services delivered by the tax services department.
- Manage professional and support staff through effective resource allocation, establishment of goals and expectations, performance management, accountability, and communication to achieve business objectives.
- Manage staff compliance with capturing data in tax software and firm customer relationship management tool to create appropriate notes, records, and information on client services.
- Lead and facilitate new client launch meetings and periodic client review meetings.
- Provide proactive strategic tax guidance to company clientele and collaborate with our legal experts based on client needs.
- Establish and facilitate periodic client status meetings with attorneys and legal staff to ensure appropriate prioritization and resource allocation is executed to meet client and firm needs.
- Responsible for leading and facilitating discussions of tax planning, pension planning, tax credit analysis and recommendations, and advisory services.
- Develop and implement standard operating procedures aligned with industry best practices to deliver services effectively and efficiently.
- Develop, implement, and monitor performance metrics including key performance indicators and generate periodic reports to the leadership team.
- Provide the highest level of customer service through the handling of escalated inbound client communications.
- Identify opportunities to expand the scope of services a client is using with the firm and engage internal partners to support expanding the client relationship.
- People Leadership
- Promulgate the Moskowitz culture and core values through demonstrated behaviors.
- Perform personnel functions such as selection, training, evaluation, goal setting, performance management, corrective action, coaching and mentoring.
ADDITIONAL POSITION REQUIREMENTS
- Liaison with clients, external vendors, strategic partners, and suppliers to accomplish established business goals.
- Maintain positive working relationship with clients.
- Carries out duties in compliance with all federal and state regulations and guidelines.
- Complies with all company and site policies and procedures.
- Remains current in profession and industry trends.
- Makes a positive contribution as demonstrated by: making suggestions for improvement and learning new skills, procedures and processes.
- Is available for other duties as required.
- Is available for overtime as needed.
SUPERVISORY RESPONSIBILITIES
- Directly supervise assigned financial professionals and support staff.
QUALIFICATIONS:
EDUCATION and/or EXPERIENCE
- Bachelor’s Degree in finance, accounting, or similar field of study plus ten (10) years of industry experience.
- Certified Public Accountant (CPA) in good standing.
- Five (5) years of tax preparation experience with individual, partnership and corporate tax returns.
- Five (5) years of direct people management experience in the financial industry.
LANGUAGE SKILLS
- Read and interpret documents such as individual and business tax documents.
- Read and interpret Federal, State, and Local tax codes and regulations.
- Write routine reports and business correspondence and standard operating procedures.
MATHEMATICAL SKILLS
- Work with mathematical concepts such as probability and statistical inference.
- Apply concepts such as fractions, percentages, ratios and proportions to practical solutions.
- Apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, corollary techniques, sampling theory and factor analysis.
REASONING ABILITY
- Define problems, collect data, establish facts and draw valid conclusions.
- Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
OTHER SKILLS, ABILITIES OR QUALIFICATIONS
- Demonstrated subject matter expertise in accounting concepts and theories.
- Demonstrated subject matter expertise in tax preparation.
- Familiar with a variety of financial software packages such as QuickBooks and Intuit suite.
- Successfully completes regulatory and job training requirements.
- Computer skills: Enter data into firm tax and CRM software and systems. Work and be proficient with Microsoft Suite including Word, Excel, and Outlook.
- Ability to perform repetitive tasks while maintaining speed of work and attention to detail without loss to production.
- Ability to work with others in a team environment.
- Demonstrated ability to collaborate and engage inter and intra department peers and firm staff.
PHYSICAL DEMANDS
- While performing the duties of this job, the employee is frequently required to sit, use hands to touch, handle or feel, reach with hands and arms, and talk or hear.
- The employee must occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required by this job include close vision and ability to adjust focus.
You’ll love our:
- Excellent health insurance
- Engaging co-workers and firm culture
- Opportunity for professional development
- Commitment to your success
If you sound like a great fit for our Firm please apply today with your resume and a cover letter.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are pursuant to applicable state and municipal Fair Chance Laws and Ordinances.
Benefits:
- Health insurance
- Retirement plan
- Paid time off
Job Type: Full-time
Pay: $125,000.00 – $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
COVID-19 considerations:
All employees who work in office are required to be fully vaccinated and submit a weekly COVID-19 test.
Education:
- Bachelor’s (Required)
Experience:
- tax industry: 10 years (Required)
- Management: 5 years (Required)
- Tax accounting: 5 years (Required)
License/Certification:
- CPA (Required)
Work Location: One location