Tax Manager

Walter Shuffain is a top 200 IPA firm and continues to grow. We seek an enthusiastic and professional Tax Manager who will lead and manage multiple tax engagements with a high level of commitment to the growth and development of our team.

Essential Functions

• Oversee multiple client engagements; technical planning and advising of clients that include private entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as high-profile individuals / families
• Develop and maintain excellent client relationships through superior customer service
• Serve as the primary client contact on all related matters and directly interact with client owners and senior team members
• Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed
• Consult and work with the client base to make recommendations on business improvement, process improvement, and serve as a business advisor to clients
• Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies
• Assist in the development and execution of the department’s various training programs
• Set and monitor budgets, assist with staff scheduling and workload assignments
• Prepare client billings timely and direct and assist with collection efforts
• Establish and conduct formal training seminars for staff members
• Think proactively and have involvement in practice development opportunities that cross‑sell to existing clients as well as new clients
• Participate in recruitment events, employee performance management, training support, and business development opportunities
• Build effective long‑term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients

Education, Skills And Experience

Seniority level

Employment type

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