Tax Reporting and Advisory Managing Director
The company operates within the Consulting industry. Develop and maintain strong relationships with business owners and CEO's of current and potential clients. Effectively manage overall client relationships to assure client satisfaction. Identify and capitalize on opportunities to sell services to existing and potential clients. Effectively manage the fundamentals (ie realization, utilization, leverage, accounts receivable, expenses). Coach, counsel, and train managers, seniors, and staff. Successfully integrate industry initiatives with local office strategy. Drive strategy development and implementation, profitability and growth for the tax practice. Promote collaboration between service lines and industries to provide high quality client service. Attract, develop and retain talent for the tax practice. Ensure continuous improvement and development of tax professionals. Ensure the Tax practice maintains a high level of quality and follows the firm's quality control policies Engage in productive interaction and teaming with office, regional and national leadership. Use knowledge of the client, competition, market and product or service to expand services to current clients. Serve as business adviser to client. Utilize the appropriate firm resources to develop and close sales opportunities that fit within the firm strategy. Fully support and implement the firm's performance management process including individual assessment, project evaluation, and coaching. Promptly identify problems related to financial performance and implement effective solutions to address financial performance problems. Proactively anticipate and stay informed of information related to their specialty, including regulations, market practices, trends, economic factors and risk. Demonstrate and maintain technical expertise in all matters related to their specialization. Work closely with key Partners, managers and staff to integrate practice development skills into a team approach for New Business Development. Possess ownership of ideas and share new ideas and practices as they grow the skills of the staff and assist in the implementation of our business plan/strategy. Adhere to the highest degree of professional standards and strict client confidentiality. Attend professional development and training sessions on a regular basis. Other duties as assigned. Bachelor's degree in Accounting or a Master's in Taxation. CPA, JD, or LLM in Taxation. 8-10 years or more of progressive federal tax consulting/compliance experience in public accounting or a combination of corporate and public accounting experience. Experience in a medium- to large-sized public, regional, or national accounting firm. Demonstrated success in a leadership role. Experience in Corporate, S-Corp and/or Partnership returns. Hands-on, advanced experience using tax technology. Consulting experience within Tax system and process improvement implementation. Knowledge of CORPTAX, Vertex or ONESOURCE software. Superior analytical, technical, and tax accounting/technology skills. Demonstrated new business development experience. Majority of experience should be developing business with domestic corporate clients in the middle market. Excellent analytical, organizational, and project management skills. Strong communication skills and interpersonal skills. Ability to manage and develop staff in a highly interactive team environment. Ability to manage multiple engagements and competing priorities. Ability to work additional hours as needed and travel to various client sites.