Tax Manager

Walter Shuffain is a top 200 IPA firm and continues to grow. We seek an enthusiastic and professional Tax Manager who will lead and manage multiple tax engagements with a high level of commitment to the growth and development of our team.

Essential Functions:

• Oversee multiple client engagements; Technical planning and advising of clients that include private entities (including C-Corp, S-Corp, Trusts, and Partnerships) as well as high-profile individuals/families


• Develop and maintain excellent client relationships through superior customer service


• Serve as the primary client contact on all related matters and directly interact with client owners and senior team members


• Recognize and resolve potential or existing problems with appropriate research and consulting on tax services performed


• Consulting, working with, and servicing client base to make recommendations on business improvement and process improvement and serve as a business advisor to clients


• Thorough knowledge and exposure to issues which include but are not limited to mergers and acquisitions, entrepreneurship, funding requirements, growth objectives and exit strategies


• Assist in the development and execution of department’s various training programs


• Set and monitor budgets, assist with staff scheduling and workload assignments


• Prepare client billings timely and direct and assist with collection efforts


• Establish and conduct formal training seminars for staff members


• Think proactively and have involvement in practice development opportunities that cross sell to existing clients as well as new clients


• Participate in recruitment events, employee performance management, training support, and business development opportunities


• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service to our complex clients

Education, Skills and Experience:

• BS or MS in Accounting or Tax


• 6 years of experience within a Public Accounting firm as a Tax Manager


• Ability to lead and manage a team of tax professionals


• Ability to meet challenging client requirements, provide excellent interpersonal, oral and written communication skills, analytical and research capabilities


• Strong knowledge of Tax laws and able to communicate to shareholders


• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns