Qualifications
5 years or more of relevant progressive experience in public accounting tax including technical tax consulting and client relationship management
Bachelor's degree in accounting, finance, or related field
CPA license
Experience managing multiple client engagements with ability and passion for developing and fostering deep relationships with key clients
A strong sense of ownership for delivering ultra-responsive client service
Excellent supervisory, team building, and time management skills
Strong written and oral communication
Benefits
From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team
Responsibilities
As a Tax Manager, you value working closely with others to plan for the future and to help successful medical practice clients and their owners coordinate tax strategies, avoid surprises and achieve success
Manage tax advisory services and providing thoughtful tax compliance to medical practice clients in accordance with firm and professional standards, within budget and deadline expectations
Assist with managing, developing, and coaching professional tax staff
Plan and schedule tax engagements with clients and firm resources
Participate in and provide leadership for firm initiatives and projects
Helping to develop, build and manage client relationships
Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner
Develop deep industry knowledge within the healthcare industry
Participate in the proposal process for prospective clients and serve as the main tax point of contact within our firm for clients