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;
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
Develop Tax Staff
Assist VP in development of[1] tax staff develop technical, analytical, time management, organizational and supervisory skills;
Prepare and deliver performance evaluations for tax staff and participate in review sessions;
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;
Recommend and implement tax system, workpaper and process/workflow enhancements.
Remain informed of applicable tax changes and of industry developments;
Job functions break out %
Preparation: 45%
Review: 30%
Client Communication: 10%
Managing Engagement: 10%
Other: 5%
