Tax Manager

Description

 Why Join Us? 

Louis Plung & Company (LPC) is a growth-minded firm focused on results through collaboration between staff and clients. We offer our staff challenging work and plenty of opportunity for growth and development through our career paths. We continue to adopt new software and digital platforms to keep on top of technology changes and improve efficiency. If you are looking for a forward-thinking company where your voice will be heard, your contributions valued, and your abilities challenged, LPC may be the place for you! 

Position Summary: 

The Tax Manager serves as a crucial link between the partner, the client, and the professional tax staff. This role involves managing multiple tax projects simultaneously, including scheduling, staffing, and coordinating workflow. The Tax Manager is responsible for developing and training staff, as well as fostering new business relationships for the firm. Ensuring compliance with tax laws on all prepared returns and staying updated on new tax legislation are key responsibilities. Additionally, the Tax Manager reviews and occasionally prepares complex tax returns, applying strategic tax planning to minimize clients’ tax liabilities. 

Experience Requirements:

• 6 – 10 years of experience in Tax, with at least 1 year of supervisory experience.
• Demonstrated progression in complexity, scope, and number of projects and clients managed.

Key Responsibilities:

• Client Engagement and Management:
  • Actively participate in client meetings and planning efforts.
  • Assume full responsibility for client engagements, ensuring high-quality service delivery.
  • Maintain direct communication with clients, addressing their needs and concerns promptly.
  • Develop and maintain strong client relationships to foster trust and long-term partnerships.
• Business Development:
  • Identify and pursue opportunities to develop new business for the firm.
  • Represent and promote the firm through networking groups, referral sources, and community activities.
  • Stay informed about industry trends and economic factors that could impact clients and the firm.
• Team Leadership and Development:
  • Supervise a team of seniors, staff, and interns, providing guidance and support.
  • Perform technical reviews of all client engagement types, regardless of complexity.
  • Manage and delegate governmental tax examinations, representing clients before taxing authorities when necessary.
  • Assist in recruiting, interviewing, and training staff, contributing to their professional growth.
• Strategic Planning and Compliance:
  • Ensure the firm complies with tax laws on all prepared returns.
  • Keep partners informed of important developments on engagements, analyzing problems and recommending solutions.
  • Maintain familiarity with staff qualifications and review assignments for appropriateness.
  • Participate in firm leadership meetings, contributing to business plans and strategy development.

Education & Skills:

• Bachelor’s degree in accounting, or MBA/MBT – Required.
• Current CPA, EA, or JD license – Required.
• Advanced proficiency in accounting and tax software programs – Required. 
• Possession of strong communication and organization skills.

Working Conditions

• Occasional same day travel for meetings at client offices and seminars, using a personal vehicle.
• Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs.
• Minimal Safety Hazards. General office working conditions.

Physical Requirements:

The physical requirements described here are representative of those that must be met by an employee to perform the essential functions of this job successfully and safely. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions and physical demands. 

• Ability to sit for extended periods while working at a computer.
• Occasionally required to stand, walk, and reach with hands and arms.
• Ability to lift and carry office supplies and equipment up to 20 pounds.
• Manual dexterity required for operating office equipment (e.g., computers, printers).

What Makes This a Great Place to Work? 

Not only does LPC offer employees a competitive salary and benefits package, but we also cultivate a fun and casual atmosphere including flexible work arrangements. LPC is honored to also be named one of Inside Public Accounting’s (IPA) Top 400 Firms for 2024, as well as one of IPA’s 400 Fastest Growing Firms for 2024. Join in on the excitement!  

Individuals with a disability who are in need of a reasonable accommodation to complete any aspect of our application processshould reach out to Louis Plung & Company, LLP.