ROLE DESCRIPTION
In the early stages the new Tax Manager takes responsibility for directing and controlling a number of engagements with which there is some familiarity. The fully competent Tax Manager can direct and control numerous engagements regardless of type, size or complexity.
The purpose of the Tax Manager role is the direction and control of tax engagements, development and maintenance of client relationships, provision of expertise service and support to Partners, and development of staff.
Decision-making is based on Firm and Profession policies, procedures and standards and tax regulations. It includes the adequacy of the quality/quantity of work on engagements, the methodologies to be used, appropriate solutions to complex issues, involvement of Partners in the engagement, and tactics of managing client communications.
Problems addressed range from simple to multi-dimensional and complex and include both technical and managerial concerns. Potential for conflict and risk ranges from low to high. Sound judgment, creativity, flexibility, the ability to develop rapport and influence others is required.
Interaction with others is usually in predictable structured situations. Clear presentation of ideas in a variety of situations and significant oral and written communication skills are required.
TECHNICAL SKILLS
- Direct and control tax engagements, including ensuring:
o engagements are planned, scheduled, staffed and carried out
o the quality and quantity of work meets all Firm and Professional standards
o budgets are met and engagement is completed on a timely basis
o engagements are fully completed with all issues resolved
o presentation of tax plans, identification and discussion of issues with client
- Support owners and staff in the completion of the work including providing technical expertise as needed.
- Review files, documentation, tax plans, opinions and position papers.
- Review conclusions reached from analytical procedures.
- Determine reasonableness of client explanations.
- Research, interpret the tax legislation, develop approaches and positions, prepare opinions and position papers.
- Identify and recommend creative solutions to complex issues.
- Prepare tax plans, returns and compliance related reports.
- Prepare client correspondence including proposals, reports, discussion of technical issues, recommendations.
EDUCATION
Formal:
- Completion of an In-Depth Tax Program
Informal:
- Supervisor and Managerial training
- Post designation technical training and development
WORK EXPERIENCE REQUIREMENTS
- 2 - 5 years’ experience in public accounting tax department
