Manager - Private Client - Individual Tax Services - CA/CPA

Manager, Private Client Individual Tax Services -1040

Job Description:

Manager, Private Client Individual Tax Services

Private Client - Ahmedabad, Gujarat

Duties & Responsibilities:

- The Manager is responsible for the workflow on the assigned client engagements.

- Manage the tax compliance process including delegating tasks and monitoring progress & quality of the tax returns.

- Maintain continuous interaction with clients, manage expectations and ensure exceptional client service.

- Performs detailed review of tax filings prepared by staff; determine all information required to ensure/complete accurate tax compliance.

- Final review of some deliverables, including tax returns, not requiring a higher-level review; escalating any issues or tax questions to Senior Managers and Directors.

- Review calculations such as tax cost projections, tax equalization calculations, hypothetical tax calculations, etc.

- Review and preparation of correspondence to deal directly with Canadian Revenue Agency, Internal Revenue Service/other authorities with respect to tax related inquiries and audits.

- Conducts Tax Consults, independently or alongside a Senior Manager or a Director, to develop the client's understanding of Canadian, US and foreign tax, compensation and payroll issues and implications of recent law changes.

- Conducts initial calls with prospect and potential clients.

- Preparation of fee quotes and pricing packages, related communication with clients.

- Communicates to the appropriate firm personnel important tax and tax developments affecting the clients.

- Acts as a resource for Senior Associates, Associates & Preparers, as well as the other groups of the Firm on specific expatriate and international tax issues and/or questions.

- Maintains familiarity with qualifications of all tax staff members; reviews staff assignments for appropriateness.

- Supervises tax staff and provides on the job training.

- Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids and acting as an instructor in professional development programs.

- Continually increase understanding and knowledge in Canadian and U.S. personal income tax, international tax treaties and regulatory issues and payroll matters.

- Maintain a general knowledge of economic and political trends of possible tax or other legislation that could affect the business climate.

- Utilize tax expertise to develop new relationships in the business community, network and be involved in presentations and proposals.

- Assists with projects that improve workflow processes and client services, including simplifying Firm procedures and processes, implementation of new systems, etc.

- Researches and evaluates tax preparation and tax research software for recommendation to Managing Director(s).

- Prepares other reports and projects as requested from time to time by the Managing Director(s).

- Other duties may be assigned as necessary.

Qualifications & Education Requirements:

- Bachelor's degree in accounting. CPA CA, master's in taxation, LLM in Taxation, JD or Enrolled Agent.

- (Please note that any candidate hired into this position that doesn't currently possess one of the aforementioned credentials/designations will be required to secure one within one year from commencement of employment).

- At least 7 years of progressive tax consulting experience, preferably with at least 3-5 years focused on international tax experience; minimum of 3 years supervising and directing work of tax associates/preparers.

- Participates in career development program to improve managerial, communication and interpersonal skills.

- Must be a member in good standing with an Accounting Association Institute, constantly meeting requirements for continuing education hours.

- Superior analytical, technical and tax accounting skills.

- Demonstrated experience in practice development, business development and managing a team of tax professionals.

- Proficiency in use of computer tax preparation, tax research and tax planning software programs.

- Strong written and verbal communication skills.

- Strong research, decision-making skills and critical thinking skills.

- Capacity to work well in a team environment.

- Capable of effectively developing and maintaining client relationship.