What are the responsibilities and job description for the Tax Manager position at Draffin Tucker?
Summary
In this role you will provide tax research, planning and consulting services to a diverse range of clients.
Essential Functions
In this role you will provide tax research, planning and consulting services to a diverse range of clients.
Essential Functions
- Prepare and review complex corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns
- Act as Primary Contact for Various clients
- Meeting with prospective clients and assisting with preparation of proposals.
- Serve clients specific needs and identify value-added solutions for clients
- Conduct tax research.
- Preparing tax projections and performing tax planning for more complex clients.
- Knowledge and interpretation of various types of trust documents and wills, business operating agreements and other related documents.
- Assist client with related business needs (QuickBooks, payroll tax, sales tax).
- Ability to represent client before the Internal Revenue Service. Supervising seniors and staff and evaluating their performance and providing them with feedback.
- Maintain accurate records for client billing system.
- Assist in the training and development of less experienced staff.
- Keeping partners informed of all important work developments, analyzing major problems or potential problems, and recommending solutions.
- Manage and maintain multiple client relationships, engagements, and special projects on time and on budget.
- Bachelor's degree required; Master’s degree in Accounting related field preferred.
- CPA certification is required.
- 5 years of public accounting experience.
- Excellent interpersonal, analytical, research and audit project management skills.
- Ability to effectively communicate and develop strong relationships with clients, business partners, and co-workers.
- Proficient in MS Office Suite. Proficiency in Thompson Reuters, or an equivalent tax software, required.
Senior Tax Manager (Remote)
Jobot -
Charleston, SC
