Tax Branch Manager Summary:The Tax Branch Manager oversees the daily operations of the firm's tax department within the assigned office, ensuring high-quality tax services for individual and business clients. This role combines leadership, technical tax expertise, and client relationship management to drive growth, maintain compliance, and uphold firm standards.
Key Responsibilities: - Lead and manage the tax team within the branch, providing guidance, mentorship, and performance feedback.
- Oversee preparation and review of complex individual, corporate, partnership, and fiduciary tax returns.
- Ensure compliance with federal, state, and local tax regulations while identifying opportunities for tax planning and savings.
- Serve as a primary point of contact for clients, delivering excellent service and proactive communication.
- Manage engagement schedules, budgets, and staff assignments to ensure timely and accurate completion of work.
- Collaborate with firm leadership on strategic initiatives, business development, and client retention.
- Monitor changes in tax laws and communicate relevant updates to staff and clients.
- Participate in recruiting, training, and professional development of tax staff.
- Review and approve tax filings, ensuring accuracy and compliance before submission.
- Support firm growth by identifying cross-selling opportunities and expanding client relationships.
Qualifications: - CPA license required.
- Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation preferred.
- 7+ years of progressive tax experience in public accounting, including supervisory or management responsibilities.
- Strong technical knowledge of federal and state tax laws and compliance.
- Excellent leadership, organizational, and communication skills.
- Ability to manage multiple engagements and meet tight deadlines.
- Proficiency with tax preparation and research software (e.g., CCH Axcess, UltraTax, ProSystem fx).
Attributes for Success: - Strategic thinker with a proactive approach to client service.
- Collaborative leader who fosters a positive, team-oriented environment.
- Committed to maintaining the highest standards of integrity and professionalism
#INNOV2025 #LI-AS7 #LI-HYBRID
EB-6732653693 document.addEventListener('DOMContentLoaded', () => { const root = document.querySelector('#job_desc'); if (!root) return; // Skip wrapping if we've already done it if (root.dataset.hashtagsWrapped === "1") return; const SKIP = new Set(['SCRIPT','STYLE']); const walker = document.createTreeWalker(root, NodeFilter.SHOW_TEXT, { acceptNode(node) { if (!node.nodeValue || !node.nodeValue.match(/#[\p{L}\p{N}_]+/u)) return NodeFilter.FILTER_REJECT; // Avoid wrapping inside an existing hashtag span let p = node.parentNode; while (p && p !== root) { if (p.nodeType === 1 && p.hasAttribute('data-hashtag')) return NodeFilter.FILTER_REJECT; if (SKIP.has(p.nodeName)) return NodeFilter.FILTER_REJECT; p = p.parentNode; } return NodeFilter.FILTER_ACCEPT; } }); const re = /#[\p{L}\p{N}_-]+/gu; function wrapTextNode(textNode) { const text = textNode.nodeValue; re.lastIndex = 0; let m, last = 0; const frag = document.createDocumentFragment(); while ((m = re.exec(text)) !== null) { // preceding plain text if (m.index > last) frag.appendChild(document.createTextNode(text.slice(last, m.index))); // hashtag span const span = document.createElement('span'); span.textContent = m[0]; span.setAttribute('data-hashtag', '1'); // idempotence guard span.setAttribute('style', 'font-size:9px;color:#fff'); // requested inline style frag.appendChild(span); last = re.lastIndex; } // trailing plain text if (last < text.length) frag.appendChild(document.createTextNode(text.slice(last))); textNode.parentNode.replaceChild(frag, textNode); } const toProcess = []; let n; while ((n = walker.nextNode())) toProcess.push(n); toProcess.forEach(wrapTextNode); root.dataset.hashtagsWrapped = "1"; });
