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Title
Text copied to clipboard!Account Manager - Taxation
Description
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We are looking for a highly skilled and experienced Account Manager - Taxation to join our finance team. The ideal candidate will be responsible for managing and overseeing all tax-related activities and ensuring compliance with local, state, and federal tax regulations. This role requires a deep understanding of tax laws, excellent analytical skills, and the ability to communicate complex tax concepts to clients and internal stakeholders. The Account Manager - Taxation will work closely with clients to provide tax planning and advisory services, prepare and review tax returns, and identify opportunities for tax savings. Additionally, the candidate will be responsible for staying up-to-date with the latest tax legislation and ensuring that clients are informed of any changes that may impact their tax situation. The successful candidate will have a strong background in accounting and taxation, with a proven track record of managing multiple client accounts and delivering high-quality tax services. This is an excellent opportunity for a motivated and detail-oriented professional to join a dynamic and growing organization.
Responsibilities
Text copied to clipboard!- Manage and oversee all tax-related activities for clients.
- Ensure compliance with local, state, and federal tax regulations.
- Prepare and review tax returns for individuals, corporations, and partnerships.
- Provide tax planning and advisory services to clients.
- Identify opportunities for tax savings and implement tax strategies.
- Stay up-to-date with the latest tax legislation and inform clients of any changes.
- Communicate complex tax concepts to clients and internal stakeholders.
- Manage multiple client accounts and deliver high-quality tax services.
- Conduct tax research and analysis to support client needs.
- Assist clients with tax audits and represent them before tax authorities.
- Develop and maintain strong client relationships.
- Collaborate with other departments to ensure seamless service delivery.
- Prepare and present tax reports and documentation.
- Monitor and manage tax compliance deadlines.
- Provide training and guidance to junior staff members.
- Participate in business development activities to attract new clients.
- Ensure accurate and timely filing of all tax returns.
- Review and analyze financial statements for tax implications.
- Assist in the development and implementation of tax policies and procedures.
- Maintain confidentiality of client information and adhere to ethical standards.
Requirements
Text copied to clipboard!- Bachelor's degree in Accounting, Finance, or related field.
- Certified Public Accountant (CPA) designation preferred.
- Minimum of 5 years of experience in tax accounting or related field.
- Strong understanding of local, state, and federal tax laws and regulations.
- Excellent analytical and problem-solving skills.
- Proven ability to manage multiple client accounts.
- Strong communication and interpersonal skills.
- Detail-oriented with a high level of accuracy.
- Ability to work independently and as part of a team.
- Proficient in tax preparation software and Microsoft Office Suite.
- Experience with tax research and analysis.
- Strong organizational and time management skills.
- Ability to handle sensitive and confidential information.
- Proven track record of delivering high-quality tax services.
- Ability to stay up-to-date with the latest tax legislation.
- Experience with tax audits and representing clients before tax authorities.
- Strong client relationship management skills.
- Ability to provide training and guidance to junior staff members.
- Experience in business development and attracting new clients.
- Strong presentation and reporting skills.
Potential interview questions
Text copied to clipboard!- Can you describe your experience with tax preparation and compliance?
- How do you stay up-to-date with the latest tax legislation?
- Can you provide an example of a tax-saving strategy you implemented for a client?
- How do you manage multiple client accounts and ensure timely service delivery?
- Can you describe a challenging tax audit you handled and the outcome?
- How do you communicate complex tax concepts to clients who may not have a financial background?
- What tax preparation software are you proficient in?
- How do you ensure accuracy and attention to detail in your work?
- Can you describe your experience with tax research and analysis?
- How do you handle sensitive and confidential client information?
- What strategies do you use to develop and maintain strong client relationships?
- Can you provide an example of a successful business development activity you participated in?
- How do you manage and prioritize tax compliance deadlines?
- Can you describe your experience with training and guiding junior staff members?
- What steps do you take to ensure ethical standards are maintained in your work?
- How do you handle a situation where a client disagrees with your tax advice?
- Can you describe your experience with preparing and presenting tax reports?
- How do you approach identifying opportunities for tax savings for clients?
- What is your experience with representing clients before tax authorities?
- How do you ensure seamless service delivery when collaborating with other departments?