UHY

Audit, tax, consulting, and advisory services

Tax Manager

Tax AccountingConfirmed live in the last 24 hours

Full-timeFarmington Hills, MI, USANo salary listed

About the Job

Requirements

A bachelor's degree in accounting, finance, or a related field is required.
Five to eight years of relevant experience is required.
A Certified Public Accountant or Enrolled Agent license is required.
Experience in a professional services environment, such as a certified public accounting firm or financial consulting firm, is required.
Specific positions may require additional industry or specialization certifications.
The colleague is responsible for completing the minimum continuing professional education credit requirement.
Experience with CCH ProSystem fx, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research is required.
The colleague must be able to work in a professional office environment and sit at a desk using a computer for prolonged periods.
The colleague must be able to lift up to 15 pounds at a time.
Travel may be frequent and unpredictable depending on client needs.

Responsibilities

Develop and implement comprehensive tax planning strategies for clients in alignment with their financial objectives and tax-liability goals.
Manage a portfolio of tax engagements, supervise tax staff, and review their work for accuracy, compliance, and adherence to firm standards.
Monitor engagement progress, budgets, and timelines, making adjustments as needed to meet client expectations.
Stay current with evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
Coordinate and complete tax research to address client inquiries, resolve complex tax issues, and guide decision-making.
Communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions and concerns.
Prepare and deliver client presentations on tax-related matters, including insights into their financial situations and potential tax implications.
Cultivate and maintain strong client relationships as a trusted advisor for tax-related matters.
Review and oversee the preparation of tax returns for accuracy, regulatory compliance, and adherence to internal quality-control standards.
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to ensure timely submissions and avoid penalties.
Stay current with federal, state, and local tax laws, regulations, and changes to maintain compliance for the firm and its clients.
Collaborate with tax professionals within the firm to share insights, knowledge, and best practices.
Supervise and mentor tax staff by providing guidance, training, and feedback to support professional growth and work quality.
Cultivate a collaborative team environment that promotes knowledge sharing and effective communication.
Participate in internal training sessions to enhance technical skills and stay updated on industry trends.
Identify opportunities to improve tax workflows, processes, and methodologies.
Ensure compliance with internal quality-control procedures, including reviewing and approving tax filings, documentation, and client deliverables.
Collaborate with partners and senior management to identify business-development opportunities, cultivate client leads, and contribute to the firm's growth strategy.
Participate in proposal development and presentations to prospective clients.
Supervise subordinate team members.

Desired Qualifications

A Juris Doctor degree is preferred for specialty positions.

JOB SUMMARY

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients.

JOB DESCRIPTION

Tax Strategy and Engagement Oversight

Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities
Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards
Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations

Research and Analysis

Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making

Client Communication

Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters

Compliance and Documentation

Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements

Team Collaboration

Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Process Improvement and Innovation

Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables

Strategic Business Development

Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy
Participate in proposal development and presentations to prospective clients

Supervisory responsibilities

Will supervise subordinate team members

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time

Travel required

Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

Bachelor’s degree in accounting, finance, or a related field
5 – 8 years of relevant experience
CPA or Enrolled Agent license
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Specific positions may require additional industry or specialization certifications
Responsible for completing the minimum CPE credit requirement
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred education and experience

Juris Doctor (JD) degree for specialty positions

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

UHY