The Tax Manager position will assist with overseeing the team to provide support and leadership that ensures
all polices, processes, and procedures are being practiced while achieving a high level of internal and
external customer service and accountability. A successful candidate will be one who is committed to the
long-term growth of Pennell CPA, and their own individual growth. This person will embrace change in a
fast paced environment.
Essential Duties + Responsibilities
- Prepare and review tax returns for all business entities
- Prepare and review tax returns for individuals
- Utilize staff to prepare for and facilitate client meetings
- Ability to exceed client expectations regarding deadlines, opportunities, etc
- Plan, supervise, and complete routine engagements to ensure compliance and professional
standards - Effectively delegate work to staff according to their experience, capabilities and capacity
- Supervise and mentor staff, and senior accountants
- Identify key technical areas of growth and development for the team
- Train and develop team members on a regular basis
- Provide ongoing informal review points to team members
- Understand, follow, and hold the team accountable to the processes and procedures in place that
ensure coordination, collaboration and success - Assist with sustaining a culture that is fun, healthy, vibrant, hardworking, focused and provides
opportunities for growth - Become an early adapter of change, and influence others on the team to adapt as well
- Represent the company at community functions and business groups
- Develop new client contacts and relationships beneficial to the firm; recognize opportunities to
provide additional services to existing clients - Achieve performance measures as outlined in budget
- All other duties as assigned
Qualifications + Requirements
- 6+ years’ experience in public accounting
- Strong GAAP Accounting experience
- Extensive knowledge of M – Adjustments and reconciliations
- Understanding of basic valuation and M & A language and concepts
- Experience with accounting software programs; QuickBook, Sage, CCH Axcess, Thomson
Reuters CS Suite - Relevant certification (e.g. CPA, CMA, EA)
- High level of personal and professional integrity
- Ability to manage, train, motivate and practice accountability
- Strong attention to detail and confidentiality
- Strong interpersonal skills
- Excellent communication skills
If this sounds like an excellent fit for you, please send your resume to Kirsten Herich at kherich@palladianwest.com.
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