Holsinger ยท 2 months ago
Manager - Tax Services
Buckhannon, WV
Full-time
Onsite
Mid, Senior LevelHolsinger is a mid-size regional public accounting firm seeking a Manager for their Tax Services. The role involves supervising tax return preparation, managing client relationships, and ensuring timely completion of tax-related projects while developing subordinate staff technically and professionally.
AccountingConsultingFinancial Services
Responsibilities
Manage the completion of returns prepared by subordinate staff. This position is also responsible for the correct determination of taxable income for all returns/provisions reviewed
This position is expected to sign certain returns
Manage new clients and projects as available
Identify tax planning/strategy opportunities for clients
Maintain client rapport and relationships with current and prospective clients
Complete tax research assignments when necessary or review findings for projects completed by subordinate positions
Complete/review other miscellaneous assignments (preparation component should be delegated where possible)
Review returns prepared by subordinates and train said co-workers through the review process
Manage departmental utilization and efficiency and voluntarily perform other assigned firm management responsibilities
Take ownership of assigned work, constantly looking for opportunity to reduce Senior Manager and Shareholder workload within the Tax Services department
Qualification
Required
CPA exam certification required
Manage the completion of returns prepared by subordinate staff
Responsible for the correct determination of taxable income for all returns/provisions reviewed
Expected to sign certain returns
Manage new clients and projects as available
Identify tax planning/strategy opportunities for clients
Maintain client rapport and relationships with current and prospective clients
Complete tax research assignments when necessary or review findings for projects completed by subordinate positions
Complete/review other miscellaneous assignments
Review returns prepared by subordinates and train said co-workers through the review process
Manage departmental utilization and efficiency
Take ownership of assigned work, constantly looking for opportunity to reduce Senior Manager and Shareholder workload within the Tax Services department
Preferred
Hone technical proficiency in the Internal Revenue Code, state regulations and other pertinent technical guidance
Exemplify the firm's core values through internal firm involvement, attitude, work ethic and work product
Identify tax saving strategies and planning opportunities for existing and prospective clients
Keep department highly utilized
Develop positive internal relationships with coworkers
Develop a professional network and generate new business leads for potential new client prospects
Identify opportunities to cross-sell other firm services to existing clients and sell said opportunities successfully
Company
Holsinger
Holsinger focuses on bookkeeping, tax and accounting services.
Founded in 1982
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dan Newman, CPA, CGMA
Chief Administrative Officer
Company data provided by crunchbase