AddressIf you are an experienced tax professional, we invite you to consider joining our firm as a Tax Manager. Our Tax Manager is responsible for the timely preparation of complex tax returns under minimal supervision, and provides direction and coaching to Tax Accountants, Senior Tax Accountants and Tax Supervisors. This position plays a key role in client relationship management and supports the firm’s business development initiatives.
Essential Functions:
- Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
- Assumes full responsibility for larger, complex tax returns and delegates to the various tax preparers as deemed necessary.
- Delegates and manages tax research projects to achieve an accurate, efficient and budget mindful product.
- Participates actively in client meetings and tax planning efforts to assist the department with larger clients.
- Acts as a resource for tax preparers and other firm staff on specific tax issues and/or questions. Develops a thorough knowledge, understanding and application of tools, systems and processes in their discipline.
- Assumes service responsibility for clients delegated from partner and works closely with partners in regards to client support for whom they may work directly. Able to anticipate problems/barriers and helps develop plans to address.
- Communicates to the appropriate firm personnel important tax developments affecting firm’s clients.
- Delegates and manages governmental tax examinations; may represent client before appropriate tax authorities.
- Maintains familiarity with qualifications of tax staff members; reviews staff assignments for appropriateness.
- Supervises tax staff, provides training and prepares engagement performance reviews when appropriate.
- Develops well-trained staff through coaching and mentoring, assisting in recruiting, performance evaluations, developing training aids and acting as an instructor in professional development programs. Seeks feedback as to quality of work, skill sharing and knowledge transfer.
- Supports preparation of invoices to clients, communicates detail of fees to clients and assists in collection of overdue accounts.
- Assumes responsibility for smooth flow of tax returns through tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
- Possesses a complete knowledge of the firm’s philosophy, structure, services, quality standards, utilization and productivity.
- Maintains and possesses a general knowledge and application of relevant profession standards, emerging laws and regulations and corporate governance processes. Uses knowledge to formulate client related recommendations.
- Researches and evaluates tax preparation and tax research software for recommendation to partners. Prepares reports and executes projects as needed. Performs other duties as may be assigned.
- Participates in firm’s practice development efforts through involvement with referral sources, community and industry activities. Develops consulting skills and understanding of client businesses and uses this to diagnose needs/opportunities and suggests solutions.
- Refines skills, knowledge to develop an expertise in an identified technical field and/or industry.
Required Skills, Experience, Education & License/Certification:
- Bachelor’s Degree or Master’s Degree in accounting, taxation preferred, or closely corresponding field.
- Holds current and valid Certified Public Accountant’s license. A member in good standing with AICPA. Maintain minimum of forty (40) hours of continuing professional education required each year to maintain and develop technical and business skills.
- Eight to twelve years’ experience desired in public accounting, demonstrating a progression in complexity of tax knowledge, scope and research; and accounting tasks.
- Five years’ recent experience preferred supervising and directing work of tax preparers, staff.
- Five years’ recent experience preferred interacting and developing client relationships. Demonstrated ability to bring in new business to a CPA firm.
- Participates in career development program(s) to improve managerial; communication, including facilitation and feedback sharing; problem solving and project management; and interpersonal skills to project confidence and credibility in dealing with clients and firm personnel.
- Proficiency in use of computer tax preparation, tax research and tax planning software programs.
Working Conditions:
Work is performed in a professional office environment. Occasional to frequent same day travel and occasional out-of-town travel for work at client’s offices, meetings and seminars using a personal vehicle. Overtime work required at different times throughout the year. Progressively heavy overtime work required from January to April 15; may be in excess of 55 hours per week.
About Us:
Dennis, Gartland & Niergarth (DGN) is Northern Michigan's largest locally owned, full service public accounting firm. Founded in 1973, the firm is based in Traverse City, MI with over 60 experienced, professional staff dedicated to providing outstanding professional services with a personal connection to businesses and individuals throughout the region. DGN is known for its comprehensive tax, audit, technology and business consultation services, with added expertise in the agribusiness, manufacturing, professional offices, government/nonprofits and oil and gas business sectors. Our guiding principle for over 40 years - our clients' success is our business.
