Tax Manager
Summary:
The Tax and Accounting Services department at JTaylor offers many opportunities for professional and personal development. Integration of our firm values into management and leadership is crucial in order to provide quality services to our clients and support to our staff.
Essential Functions:
To perform the role of Manager successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Prepare and review complex federal and state tax returns (partnerships, S-Corp, trusts, individuals, etc.)
- Responsible for communication with client on an ongoing basis
- Maintain workflow report of assigned team members on projects
- Respond and communicate with Internal Revenue Service
- Leadership in firm and departmental initiatives (e.g., recruiting efforts, client development/service line expansion, etc.)
- Tax research and memorandums
- Perform services relating to financial statement compilation
- Document and ensure proper keeping of financial records and workpapers
- Teach and/or participate in continuing education in the firm and in the community
- Responsible for timely filing of all assigned clients
- Participate and initiate business development
- Obtain a minimum of 40 credits of CPE each calendar year or meet the Texas State Board requirements
- Regular and timely attendance