KSM (Katz, Sapper & Miller)

Tax Manager – Private Equity

KSM (Katz, Sapper & Miller)

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Acts as liaison between partners, clients and staff
  • Managing multiple projects and client engagements simultaneously while scheduling, staffing and coordinating engagement workflow
  • Develops and trains staff
  • Major involvement in firm practice development efforts, develop advanced technical knowledge, and management skills
  • Ability to make decisions
  • Ability to effectively delegate work
  • Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business
  • Plans, schedules and staffs engagements using firm policies and procedures
  • Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations
  • Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions
  • Communicates progress of engagements, problems and resolutions to client through written and oral correspondences
  • Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts
  • Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate
  • Performs supervisory reviews of all tax returns and governmental tax examinations of complexity
  • Assumes tax preparation responsibility for the more complex business returns
  • Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities

Requirements

  • A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed.
  • Demonstrated ability to bring in new business to a CPA firm.
  • Bachelors or Master's degree in accounting.
  • Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
  • A current and valid certified public accountant's license is required.
  • Must be a member in good standing with the American Institute of Certified Public Accountants.
  • Proficiency in use of computers and various accounting and tax computer software.
Benefits
  • flexibility to manage your time
  • resources to grow
  • culture of collaboration, curiosity, and excellence
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax preparationsupervisory reviewsperformance evaluationsengagement workflow managementproblem-solving proceduresbusiness returns complexitygovernmental tax examinationsclient invoicingaccountingtax
Soft Skills
communicationdelegationdecision-makingstaff trainingproject managementclient relationship managementproblem anticipationleadershiporganizational skillsbusiness development
Certifications
Certified Public AccountantBachelor's degree in accountingMaster's degree in accountingcontinuing professional education