Reporting and Problem-resolution
- Assist VP and SVP in managing and reviewing the work of tax staff throughout the year and managing all internal and external deadlines;
- Assist VP and SVP for the accurate and timely tax reporting (including estimates) of funds;
- Provide timely and high-quality work products that exceeds client expectations;
- Identify and resolve tax issues (consult with VP/SVP as needed) and address complex client requests;
Manage Team
- Train tax staff and Seniors on proper workpaper/return preparation and processes;
- Ensure quality service is being provided to clients by all employees working on client assignments;
- Implement and maintain detailed timeline and ensure that everyone works towards timely deliverables;
- Keeping team members informed work status and proactively seeking opportunities to provide tax services
- More complex ad hoc requests and research
Develop Tax Staff
- Assist VP in development of tax staff - develop technical, analytical, time management, organizational and supervisory skills;
- Prepare and deliver performance evaluations for tax staff and participate in review sessions;
Maintain High-Quality Communications
- Escalate important developments in a timely manner to VP/SVP;
- Respond timely to client requests; and,
- Hold regular team meetings to encourage tax staff feedback on all issues;
Enhance Operations and Industry Knowledge
- Recommend and implement tax system, workpaper and process/workflow enhancements.
- Remain informed of applicable tax changes and of industry developments;
- Work on ad hoc projects as required;
Job functions break out %
- Preparation: 45%
- Review: 30%
- Client Communication: 10%
- Managing Engagement: 10%
- Other: 5%
