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ThomasYork, LLP (TY) is always looking for talented people to join our team. We believe in hiring people with the right skills for the right position. We pride ourselves on providing our staff opportunities for success in a flexible, fun work environment.
Who We Are:
ThomasYork is one of the top 25 largest accounting firms in the East Bay. We were recently selected to the 2009 Best Accounting Firms to Work list. Our two partners have more than 40 years of combined public accounting experience. We are a full service CPA firm of about 20 people and are hoping to add several more professionals in the near future. We provide accounting, auditing, tax and consulting services to individuals and closely held businesses. We believe in focusing on the positive aspects of our profession in order to provide excellent client service. We also are proud to be moving the CPA profession in a new direction. For example, unlike most traditional CPA firms, we utilize a value-added billing model which allows us to provide excellent client service to clients, in part, because we do not track billable time. Firm management is based upon a collaborative model rather than a traditional hierarchy. We are also implementing a Balanced Scorecard evaluation system which will ensure individual growth is aligned with TY's more comprehensive vision and strategy.
Tax Manager Job Description:
Job Summary:
Managers are responsible for the overall coordination and management of the tax department and the engagements assigned to them. They must be sure the engagement is properly completed and supervised and that all workpapers have been properly reviewed before the release of returns to the client. They should also be taking a more active approach to maintaining satisfaction of current clients, while trying to develop new clients.
Job Duties and Responsibilities:
Technical Knowledge
· Develop and possess a thorough understanding of tax accounting fundamentals, sufficient knowledge of the Internal Revenue Code and Regulations and other technical guidance, including industry and practice-specialty standards.
· Develop and demonstrate strong research, analytical and communication (written and verbal) skills in order to ensure that clients remain in compliance with tax regulations and to identify potential issues or opportunities and provide solutions for complex client issues and problems.
· Continually develop and increase knowledge of advanced tax and accounting concepts and broad-based business and tax knowledge.
· Share in the responsibility for keeping all Firm members informed on changes in standards, tax laws, regulations, and other current tax matters.
· Develop and maintain specific areas of expertise and focus on these areas.
· Continually develop strong workpaper and tax return review skills, for review of on-line documents. .
· Plan, communicate and supervise procedures based on engagement objectives.
· Identify problems and be responsible for proposing solutions by applying strong analytical techniques and performing or directing appropriate research of potential solutions.
· Develop excellent communication skills to express opinions, teach, coach, and direct team members, work with clients and document positions taken or matters resolved. Communication skills are evidenced by instructions that are able to be understood when received and by the effective presentation of documentation (including letters, memos and reports) which requires little or no revision by senior managers/partners.
· Assist in presentations to current or potential clients.
· Accurately complete all aspects of client engagements, including performing services as well as directly supervising, coaching and advising other team members to assure excellent service to clients.
Client Management/Service
· Expected to be able to multi-task: to simultaneously manage multiple client engagements, staff/supervisory seniors and other firm responsibilities while meeting client expectations and timelines.
· Monitor engagement process, providing corrective action as necessary.
· Demonstrate a thorough working knowledge of clients' business needs by identifying issues or problems and resolving most engagement issues by applying business knowledge and experience gained to add value to the service provided.
· Stay actively involved in client relationships.
· Keep engagement superiors and clients regularly informed of engagement progress and issues as they develop.
· Develop and maintain strong/positive client relationships through timely and responsive communication during the engagement as well as periodic communication throughout the year.
· Be aware of potential additional service areas to clients or opportunities to expand services.
· Make effective use of self-experience and experience of team members to manage engagements as effectively as possible while delivering high quality, value-added client service.
· Be aware of changes in or new regulations and identify clients that may be affected by such changes and be able to address such issues with clients or identify appropriate in-house experts to assist in discussing such issues with clients.
· Understand the Firm's broad service capabilities including collaborative relationships.
· Identify opportunities to expand the Firm's services to current clients.
Client Development
· Display an awareness of the importance of new business generation by expanding peer/professional networks, and becoming involved in the leadership of civic, professional, or industry groups.
· Participate in civic/professional organizations, as well as firm marketing and sales activities, and help coordinate marketing and sales efforts.
Department Management
· Take responsibility for the timely completion of engagements, often times working under pressure.
· Maintenance and oversight of paperless processes
· Oversee the development, improvement, and implementation of all tax department processes, including the tax planning process, organizer process, tax engagement letters, etc.
· Oversee all tax department compliance issues, including Circular 230 and 7219 compliance.
· Oversee tax department workflow to maintain productivity, including management of staffing assignments and workflow management system.
· Facilitate communication within tax department to maintain effective and productive tax team.
· Coordinate with other departments on issues related to tax.
· Identify the most effective means of meeting engagement objectives, including the use of technology and the right mix of procedures and personnel.
· Gain understanding of department goals and responsibilities.
· Act in the best interests of the Firm, even if doing so requires actions or responsibilities not listed in the paragraphs above.
· Participate in firm management group, including aligning on existing firm operating agreements and participating in development of future agreements.
· Understandi and support firms goal of moving to a collaborative environment.
Leading & Developing Others
· Responsible for own productivity, as well as that of others.
· Required to have a genuine interest in investing in the growth of others as professionals as well as refining and polishing their skills used in managing people.
· Effectively delegate, provide timely and relevant performance feedback, and provide assistance and encouragement as needed.
· Advise and coach team members, evaluate team member performance on individual engagements and annually to guarantee client service.
· Continue personal growth by preparing personal development plans, while meeting the minimum firm and professional education requirements.
· Participate in instruction of internal CPE sessions.
· Be cooperative and helpful to all team members and always promote teamwork within the Firm.
· Work to build professional relationships with clients, other firm members and departments, and own peer groups.
· Responsible for motivating team members and coordinating efforts with partners and other managers.
Qualifications
- Bachelors or Masters degree required
- California CPA Certification
- Seven years of relevant experience
- Effective verbal and written communication skills
- Ability to handle multiple tasks simultaneously
- ProSystem fx experience a plus
Software We Use:
We use a suite of CCH products, including ProSystem fx Tax, Engagement, Scan, and Fixed Assets. XCM (Workflow Management System) is used to help us track our workflow process. We also use RIA Checkpoint for tax research. Microsoft Office 2007 is used extensively (Excel, Word, Outlook), as is Adobe Acrobat.
Benefits We Offer:
· Medical, dental, vision and a flexible spending account. All employees receive an allowance of $1,000 per month to use for their wellness benefit needs. This allowance may be used for medical insurance premiums, unreimbursed medical expenses, health clubs, and elective insurance programs.
· Liberal paid time off arrangements, including holidays;
· 401(k) profit sharing plan;
· AICPA group life insurance;
· Group disability insurance;
· AFLAC coverage available;
· Paid CPE and tuition for approved courses;
· Paid professional memberships to the AICPA and California Society of CPAs;
· Flexible and remote work arrangements; and, a
· Business casual work environment.
Salary:
All professionals are salaried employees and are eligible for annual bonuses based on performance and the financial results of the firm. The base salary for this position will be in the range of $90,000 to $110,000.
Contact Information:
Please submit your cover letter and resume to recruiter@ty-llp.com. Although not required, your salary requirements would help us determine whether or not you would be an appropriate candidate. Resume submissions will be accepted until November 15th, 2009.
You can learn more about us at www.ty-llp.com. If you have additional questions, feel free to email us and we will respond to you as soon as possible.
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