Senior Tax Manager
The Senior Tax Manager for Soren McAdam LLP is the liaison between the partner, client, and staff. This position manages multiple projects and client engagements simultaneously, schedules and staffing to coordinate engagement workflow, develops and trains staff, and participates in business development activities.
Benefits & Perks
* 401(k)
* Medical
* Dental
* Vision
* PTO
* Flex Spending Plan
* Professional Education
Requirements
* Minimum of 7 years experience required.
* Minimum of 2 years supervising and directing the work of tax staff.
* Master’s in Tax or J.D. preferred but not required.
Responsibilities
* Understand and communicate recent tax developments and their implications for clients.
* Prepare complex client correspondence including recommendations, technical issues, and proposals.
* Develop expertise in specialized industry areas while maintaining generalist ability; focus on Individuals, Partnerships, and Limited Liability entities.
* Manage client relationships, manage expectations, and meet deliverable deadlines.
* Research complex tax issues and direct research activities of staff.
* Represent the firm before tax agencies.
* Demonstrate thorough understanding of the client’s business beyond tax.
* Develop, motivate, and train staff through professional and technical excellence.
* Identify opportunities to provide additional services and pursue them.
* Collaborate with managers and partners on team and client issues.
Education & Experience
* Minimum of 7 years experience.
* Minimum of 2 years supervising and directing work of tax staff.
* Master’s in Tax or J.D. preferred but not required.
Core Competencies
* Results Orientation – Communicate and act on firm vision and business plan, set goals, achieve results.
* Teamwork – Partner effectively with others, build team and firm spirit.
* Firm Economics – Develop efficiency and cost containment techniques, educate others.
* Technical Excellence – Identify and resolve technical issues, share technical depth.
* Client Service – Obtain positive feedback, high marks from reviews, retain clients.
* People Development – Supervise effectively, recognize capabilities, provide feedback.
* Business Development – Participate in marketing activities, develop new services.
* Communication – Handle complex topics diplomatically, actively listen.
* Strategic Thinking – Understand client strategy, challenge requests, support transition.
* Developing Self and Others – Mentor, coach, provide development opportunities.
* Relationship Building – Use networks to develop new business, maintain relationships.
* Conceptual Thinking – Design solutions with broad impact, facilitate brainstorming.
* Influence – Identify obstacles, develop positions, influence others.
* Initiative – Champion new ideas, pursue opportunities, self-directed.
* Change Orientation – Motivate acceptance of new ideas, develop contingencies.
Contributions
Client Services
* Track record of high-quality client service.
* Establish and exceed client expectations.
* Meet deadlines consistently.
* Obtain positive client feedback.
* Successful research and technical judgment.
People Development
* Supervise effectively, recognize capabilities, provide training.
* Provide timely feedback, conduct yearly reviews.
* Assist with recruiting, lead on specific candidates.
Firm Economics
* Develop efficiency and cost containment techniques.
* Achieve budget realization targets consistently.
Business Development
* Build relationships with referral sources, follow up contacts.
* Gain visibility in business community and industry groups.
* Understand taxation issues for all sizes of entities.
Values & Culture
* Professionalism
* Respect
* Integrity
* Dedication
* Excellence
* Teamwork
Authority & Responsibility
* Reports to the Tax Partner of Soren McAdam LLP.
* Direct reports may include Staff, Senior and Supervisor level tax team members.
* Provide regular feedback including performance reviews of staff.
Bonus Points
* Strong willingness to participate in a high-energy team environment.
* Strong research abilities related to complex tax matters.
* Excellent computer skills including proficiency in Microsoft Office.
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