Senior Tax Consulting Manager - Charlotte

Compensation:
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Senior Managers - Tax Consulting


Scope

Senior Managers - Tax Consulting may report to and receive instruction from Principals of the Firm. Senior Managers will supervise staff on engagements that they lead. The primary responsibilities of Senior Managers are focused in the following 8 areas:


Tax Compliance
Tax Consulting
Project/Task Management
Engagement Lead/Management
New Business Development
Recruitment
Staff Management and Development
Personal and Professional Development


Specific Duties

Tax Compliance


Research tax issues and filing requirements that affect tax compliance.
Review tax returns and ensure accuracy and completeness.

Tax Consulting


Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.
Draft tax technical memorandums.
Perform tax structuring and modeling.

Project/Task Management


Accept responsibility for, and complete tasks assigned by Reznick Group management in a timely fashion.
Make effective use of firm resources to complete a project.
Manage multiple client projects at any given time.
Alert Reznick Group management in a timely fashion of any issues, constraints, challenges, and/or scheduling conflicts that may arise in completing the assigned task(s).

Engagement Management


Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
Develop a detailed engagement work plan, illustrating budgets and schedules. Monitor project status against the work plan and communicate schedule adjustments to Reznick Group management.
Manage tax compliance process (to include resource allocation and budgeting, billing, and collection), schedule staff, deliver work product(s) on time and within scope, and communicate engagement status to Reznick Group management.
Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.
Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
Gain the respect and confidence of the Reznick Group team through effective client management, timely and accurate communication, and clear and concise team direction.
Prepare timely and accurate bills for professional services rendered.
Prepare, organize and maintain engagement work papers and files.
Communicate periodically with client following the completion of the engagement to ensure customer satisfaction.

New Business Development


Develop a thorough understanding of all tax, audit and consulting services provided by the firm. Link this understanding to potential client needs.
Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal.
Network internally. Communicate to the audit and consulting teams the types of tax services you provide to your clients to facilitate cross selling.
Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels.

Recruitment


Establish and maintain a social presence in the community. Actively participate in industry, alumni, and community networking events.
Network with individuals from other organizations in order to share ideas, collect information, and identify potential talent for the Firm.
Maintain an active contact list to include previous employment contacts, college alumni, associations, etc.
Participate in both the experienced and college hiring recruiting process.
Take responsibility for identifying, attracting, and developing current and future talent.

Staff Management and Development


Take responsibility for subordinates' activities and chargeability. Effectively delegate work to staff.
Develop team processes and systems to improve the productivity and growth of the business.
Provide regular performance feedback as well as deliver timely performance evaluations.
Develop subordinates' technical and industry skills and encourage growth.
Gain the respect and confidence of the Reznick Group team through effective client management, timely and accurate communication, and clear and concise team direction. Lead by example.

Personal and Professional Development


Earn confidence, trust and respect from clients and colleagues.
Develop tax industry knowledge and expertise and share that knowledge with the team.
Demonstrate initiative, vision, resourcefulness, creativity and independent thinking. Lead by example.
Demonstrate sound business judgment.
Develop an ability to motivate and train both self and staff.
Pursue professional development through public speaking, seminar delivery, and through the writing of articles.
Actively participate in Reznick Group internal development programs, including staff training courses

REQUIREMENTS
Travel Percentage: 0%

Education: BS/BA accounting preferred; MST preferred, CPA required
Minimum of 5 years tax experience in a public accounting or real estate firm preferred.
Demonstrated writing skills a must; proposal development experience desired
Demonstrated management skills.
Strong tax research and writing skills
Proven competence with MS Office and tax compliance and research software
Solid organizational skills with a demonstrated ability to multi-task