The Manager is responsible for managing client assignments and projects, delivering a high-quality service, and accurate and innovative work products. This includes coaching, advising and supporting team members in meeting client and self-development expectations.

Technical

·   Has attained a degree qualification and has obtained a CPA certification.

·   Manages and performs technical review of all tax returns, identifies and resolves major issues, and involves specialists as appropriate

·   Has a general knowledge and application of the relevant professional standards, emerging laws and regulations, and corporate governance requirements. 

·   Applies technical expertise and interprets laws, regulations and standards to formulate client-related recommendations. Utilizes knowledge of recently issued professional pronouncements and regulatory changes relevant to clients and prospective clients.

·   Displays advanced research skills and increased efficiency of research process.

·   Participates in client discussions of tax determination, risks, and exposure with client personnel at all levels of the organization.

·   Develops a thorough knowledge and understanding of tools and systems and processes and can apply them.

·   Demonstrates the ability to effectively communicate with the IRS and state taxation authorities including appeals, examinations, ruling requests and protests.

·   Demonstrates in-depth knowledge of IRS Circular 230 governing the practice of CPAs before the IRS.

·   Engages in self-motivated continuous learning to expand professional knowledge in area of industry expertise.

·   Is actively involved in the training process, including identifying training needs, and preparing and presenting training material.

·   Able to anticipate problems/barriers and helps develop plans to address them.

Client Service

·   Is a competent project manager - can plan, manage and deliver quality service on time and within budget.

·   Builds long term relationships with clients – gains trust and respect based on demonstrated understanding of their business and ability to help achieve improvement goals.

·   Responds to clients in a timely manner.

·   Maintains ongoing contact with clients and listens to their needs.

·   Strengthens relationships with clients through knowledge and skill transfer.

·   Continually seeks client feedback as to quality of work, to continually exceed client expectations.

·   Seeks to understand the client’s culture and their business. Uses effective listening and questioning skills to help define problems, present possible solutions and identify opportunities enhance client services.

·   Understands the business environment and changes that are likely to impact clients.

·   Is skilled in understanding client expectations and translating them into practical, implementable assignment/project objectives.

·   Is available for and responds to questions when work is in process.

·   Plans, organizes and controls multiple projects to meet assignment objectives – manages workflow.

·   Projects confidence and credibility in dealing with clients.

Business Development

·   Identifies and is alert to potential new client opportunities and can refer these to others within the firm.

·   Collaborates with Directors and Partners to address sales opportunities.

·   Applies new approaches to proposal development and effectively manages resources contributing to proposal initiatives.

·   Can identify the key stakeholders in a decision-making process and develop working relationships.

·   Always aware of opportunities to provide additional services to existing clients.

·   Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews and providing time to speak with potential recruits.

·   Keeps informed of recruitment needs and uses external peer network and external relationships to refer potential candidates.

·   Develops business knowledge (market/industry trends) and has good communication skills.

·   Looks for opportunities to participate in external events to increase firm awareness in the community.

·   Meets with other professionals to build networking relationships.

·   Can identify the key stakeholders in a decision-making process and develop working relationships.

Staff Development

·   Provides guidance and support in career development opportunities for team members with support and feedback from Directors and Partners.

·   Shares and transfers knowledge with team members and develops a network of resources within the firm to facilitate the sharing of information.

·   Monitors and manages workflow for growth and development.

·   Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities

·   Develops a strong knowledge of the firm’s services and systems and processes and can identify the appropriate resources to apply/deliver them.

·   Actively pursues learning and advancement of technical skills.

·   Understands performance expectations and leads and manages teams to meet these expectations.

·   Leads by example.

·   Effectively balances work, community, family and personal commitments.

·   Actively participates and helps develop initiatives to increase retention.

·   Develops mentoring relationships with staff and Seniors.

·   Advises, coaches and supports team members and peers by promoting a learning environment.

·   Successfully builds, directs and maintains motivated and empowered team members.

·   Structures work teams to successfully meet client expectations and help develop strong client relationships.

·   Able to share and transfer knowledge during the assignment/project.

·   Has a thorough knowledge of systems and processes and can apply them.