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
- Consulting, working with, and servicing client base to make recommendations on business improvement and 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 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
- Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients
Education, Skills and Experience:
- BS or MS in Accounting or Tax
- 6 years of experience within a Public Accounting firm as a Tax Manager
- Ability to lead and manage a team of tax professionals
- Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities
- Strong knowledge of Tax laws and able to communicate to shareholders
- Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns
What We Do
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.
