Tax Managers at BCG&Co. are responsible for delivering efficient, accurate, and timely preparation and review of all assigned clients’ tax returns, research, and consulting projects. Advanced technical skills in a variety of tax and accounting areas, along with the ability to develop staff, are required. The Tax Manager reports to and receives instruction from the Tax Partners, and supervises staff on engagements that they lead. The primary responsibilities of Manager are focused in the following 8 areas:
Research tax issues and filing requirements that affect tax compliance.
Review tax returns and ensure accuracy and completeness.
Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.
Draft tax technical memorandums.
Perform tax structuring and modeling.
Accept responsibility for, and complete tasks assigned in a timely fashion.
Make effective use of firm resources to complete a project.
Manage multiple client projects at any given time.
Alert BCG management in a timely fashion of any issues, constraints, challenges, and/or scheduling conflicts that may arise in completing the assigned task(s).
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.
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 colleagues.
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 BCG 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.
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 BCG 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 BCG internal development programs, including staff training courses
Education: BS/BA accounting; MST preferred
Minimum 7 years of tax experience in a public accounting, with expertise in corporations, partnerships and individuals
Advisory experience with individuals and companies on tax strategy
Experience supervising and directing the work of tax preparers and reviewers
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
Desire to deliver customer service that creates raving fans