Manager

Position Objective: This position supports Rubino & Company’s clients by coordinating the day-to-day preparation and gathering of information for client returns. This position is also responsible for tax research and reviewing the work of other staff. 

Essential Duties & Responsibilities

• Prepare multi-state, C Corporation tax returns, pass through entity and individual tax returns and exempt organization tax filings
• Assist in providing tax and financial advice to clients; help solve complex issues
• Build a deeper knowledge and understanding of tools, systems, and processes to deliver quality service to clients
• Follow the Firm’s processes and systems and effectively apply them
• Facilitate basic tax research
• Develop effective working relationships with clients; develop understanding of client’s businesses and use effective questioning and listening skills to elicit needed information
• Stay informed of market trends and relevant legal changes; implement tax advice in response to new legislation and planning
• Provide responsive, high quality tax services to clients at all times
• Provide supervision, training, and guidance to staff, seniors and other members of the team
• Other duties as assigned

This position is also expected to:

• Continuously learn and model inclusive behavior; respectfully address diverse customer service needs
• Understand financial statements and supporting work papers; foundational knowledge of basic accounting skills including trial balance and journal entries
• Report hours in a timely and error free manner
• Maintain a positive, professional demeanor at all times
• Superior focus on client service
• Work efficiently in a fast-paced environment; multi-task and meet or exceed deadlines
• Possess excellent analytical, interpersonal and communication skills (oral and written) as well as presentation skills
• Strong research and critical thinking skills
• Exhibit integrity, dependability and trustworthiness; ability to maintain confidentiality
• Foster and enhance a collaborative, team-based work environment
• Detail oriented and well organized

Qualifications and Educational Requirements

• Bachelor’s degree in accounting, finance or related field
• Minimum of seven (7) years of public accounting tax experience

Preferred Qualifications

• Master’s degree in accounting, taxation or related field
• CPA
• Solid working knowledge of MS Office (especially Excel), Quickbooks, CCH Axcess, CCH Prosystem fx Engagement, and BNA Tax Planner
• Experience with tax return preparation for exempt organizations and real estate partnerships

Job Requirements

• Able to successfully pass a criminal background check (following a conditional offer of employment)
• Speak fluent English in order to communicate with other employees and clients verbally and in writing 
• Constant operation of a computer and other office equipment 
• Remain in sedentary position for long periods of time; however, needs the ability to move around the office to access office equipment, attend meetings, etc. 
• Frequent communication with others and clients regarding projects and work product
• Available to work moderate overtime throughout the year with heavier overtime requirements during busy seasons