BeachFleischman

Role Description We are seeking a proactive and self-motivated Tax Technical Manager to join our Tax team. The Tax Technical Manager will lead internal processes, deliver technical expertise, and provide critical guidance and support to staff and leadership. This primarily internal-facing role requires: - A high level of detail orientation - The ability to manage and deliver staff feedback - A commitment to staying current with tax regulations and strategies As a technical leader, you will collaborate with Tax Relationship Managers, mentor staff, and ensure seamless processes while contributing as a subject matter expert on complex tax issues. Qualifications - CPA required - Bachelor's degree in Accounting or equivalent degree as determined by the management committee, required - Master's degree in Accounting or Taxation preferred - 6 to 9 years of experience in public accounting - Current and in-depth knowledge of relevant tax laws, rules, and regulations - Ability to analyze financial and tax data, tax research, and legal documents to provide guidance and recommendations - Proven experience in internal client and project management - Strong leadership, communication, and problem-solving skills - Ability to engage with clients and teams both professionally and confidently - Passion for supporting staff in technical skill development Requirements - Communicate with existing clients via email, telephone, and video calls and meetings - Actively manage existing client relationships - Assist Tax Relationship Managers with managing client relationships - Support revenue growth opportunities within existing client relationships - Communicate effectively with Tax Relationship Managers and staff on technical matters - Monitor key due dates and support internal processes as part of an "in-charge" role - Actively mentor and coach staff to foster professional growth - Deliver technical CPE (Continuing Professional Education) to develop internal expertise - Provide frequent feedback to staff and assist in internal process improvements - Represent the firm by participating in committees and contributing to internal initiatives - Serve as a resource for tax-related software and tools - Act as the firm's technical expert in specific areas, including a minimum of 15 hours/month dedicated to technical reading and skill development - Develop and implement tax strategies while problem-solving complex technical issues - Stay current with technical regulations and industry updates, sharing insights firm-wide Benefits - Competitive compensation - Comprehensive benefits package that supports overall well-being - Career development opportunities - Much more

Role Description We are seeking a proactive and self-motivated Tax Relationship Manager to join our Tax team. The Tax Relationship Manager will cultivate and strengthen client relationships while driving business growth. This is an external and internal-facing role. In addition to managing client relationships, this person will mentor staff, actively participate in the community, and identify opportunities for revenue generation. - Communicate with existing clients and prospects via email, telephone, and video calls and meetings. - Actively manage and grow existing and new client relationships. - Communicate effectively with clients to resolve concerns in a timely manner. - Strengthen client relationships through regular contact, including lunches, dinners, and activities. - Manage client relationships and billing run while collaborating with mentors/department heads to ensure appropriate fee structures. - Identify and capitalize on opportunities for revenue growth. - Demonstrate a strong understanding of the business environment and client needs. - Accept and transition new client relationships seamlessly as part of succession planning. - Represent the company with confidence and professionalism at external events. - Actively mentor, coach, and develop staff, fostering growth and collaboration. - Involve team members in client meetings, lunches, and community events to support their professional development. - Commit to at least 15 hours per month of community involvement, including participation on at least one community board or committee outside of the firm. Qualifications - CPA required. - Bachelor's degree in Accounting or equivalent degree as determined by the management committee, required. - Master's degree in Accounting or Taxation preferred. - 6 to 9 years of experience in public accounting. - Current and in-depth knowledge of relevant tax laws, rules, and regulations. - Ability to analyze financial and tax data, tax research, and legal documents in order to make decisions on appropriate course of action. - Proven experience in client relationship management and business development. - Strong leadership, communication, and problem-solving skills. - Ability to engage with clients and teams both professionally and confidently. - Passion for mentoring staff and contributing to the local community. Benefits - Competitive compensation. - Comprehensive benefits package that supports overall well-being. - Career development opportunities. - Much more.