Uhy Resource Solutions Group - St. Louis, MO

posted 5 months ago

Full-time - Senior
St. Louis, MO
Professional, Scientific, and Technical Services

About the position

As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients. This role requires a deep understanding of tax strategy, compliance, and client communication, as well as the ability to manage a team effectively. Your regular duties will include developing and implementing comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities. You will analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions. Managing a portfolio of tax engagements, you will supervise tax staff and review their work to ensure accuracy, compliance, and adherence to firm standards. Monitoring engagement progress, budgets, and timelines will be essential, as will making adjustments as needed to meet client expectations. Staying abreast of evolving tax laws, regulations, and industry developments is crucial, as you will lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making. Effective communication of complex tax concepts and strategies to clients is a key part of the role, as is preparing and delivering presentations on tax-related matters. You will cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters. In terms of compliance and documentation, you will review and oversee the preparation of tax returns to ensure accuracy and compliance with regulations. Monitoring and managing tax filing deadlines, extensions, and other compliance requirements will be part of your responsibilities. Collaborating with other tax professionals within the firm to share insights, knowledge, and best practices will be essential, as will supervising and mentoring tax staff to foster their professional growth. You will also identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services. Collaborating with partners and senior management to identify business development opportunities and participating in proposal development and presentations to prospective clients will be part of your strategic business development efforts.

Responsibilities

  • Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities.
  • Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions.
  • Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards.
  • Monitor engagement progress, budgets, and timelines, making adjustments as needed to meet client expectations.
  • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
  • Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making.
  • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns.
  • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications.
  • Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters.
  • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
  • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
  • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices.
  • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work.
  • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services.
  • Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy.

Requirements

  • Bachelor's degree in accounting, finance, or a related field.
  • 8+ years of relevant experience.
  • CPA or Enrolled Agent license.
  • Experience in a professional service environment, such as a CPA firm, financial consulting firm, or similar setting.
  • Responsible for completing the minimum CPE credit requirement.
  • Software proficiency in CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Nice-to-haves

  • Juris Doctor (JD) degree for specialty positions.

Benefits

  • Group health insurance
  • Dental and vision coverage
  • 401(k) retirement plans
  • Generous paid time off (PTO) allowances
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service