Tax Principal

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8+ years recent experience in public accounting, specialization with clients in a particular industry is helpful

Must be able to remain in a stationary sitting position for at least 50% of the time.

Must be able to lift at least 20lbs– specific job duties may require additional lifting to move, transport, position and install equipment

Frequently positions self to bend and lift packages.

Occasional moving & lifting of equipment; bending, lifting, climbing required to position self to maintain computers during engagements.

Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc.

Person in position frequently communicates with individuals who have inquires. Must be able to exchange information in these situations.

Ability to work in a high stress environment.

Reliable transportation and valid driver’s license are required including a clean driving record.

Minimum levels of auto insurance coverage are required.

Ability to travel locally, work overtime and weekends is required.

Ability to travel overnight or internationally may be required.

Tax Sr. Managers supervise engagements and assume full responsibility for tax compliance and various projects relative to assigned client engagements including preparation and/or review of corporate, partnership, and individual income tax returns; tax research and preparation of client memorandum, and preparation of quarterly federal and state estimated tax payments. Tax Sr. Managers have specific practice development goals to drive revenue and client management responsibilities.

TechnicalMake recommendations on return preparation regarding accuracy and tax savings opportunities lead review processPlan income tax items for budgeting and cash flowMonitor the effective tax rate, as well as quarterly and annual SEC financial statement tax related disclosuresKeep abreast of latest developments as they affect GAAP and the Firm’s standards and policiesReview returns for individual, trust, partnership, corporate and foreign tax clients, including federal, foreign, state and local tax returns, estimated payments and extensions, and Federal and State tax auditsResearch and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax mattersRespond to inquiries from the IRS and other tax authoritiesDetermine appropriate tax objectives, scope and methodology and actively participate in decision making with client’s management to understand the broader impact of current decisionsLead and plan tax engagementsManage activities of staff assigned to engagementProvide thorough and effective in review of staff work product while providing constructive feedback and identifying staff developmental needsExamine and analyze accounting records to determine financial status of clients and prepares financial reports concerning operating proceduresHandle of periodic projects (assisting with billing, special analysis requested by Partners, etc)Use technical skills to develop meaningful, management advisory itemsRegularly leverage available technology and other resources to maximize technical application to project

Staff DevelopmentDelegates and manages the work of consultants in practice; monitors/maintains morale of engagementConduct performance reviews and contribute to feedback for staff; follow up with staff relative to career development objectives/planIdentifies needs for practice resources and recruits the right staff giving consideration to technical competencies and cultureEnsures appropriate distribution of projects to facilitate staff development while achieving project objectives and economic goalsEnsures integration of individual career development plans with the practice planCoaches others to be effective in developing staffMentors staff in the development of their relationships with clientsIdentifies, attracts and develops staff to provide necessary skills and competencies to serve clientsProviding appropriate and timely performance feedback to those supervisedEffectively conducts staff career planning sessionsProvides balanced feedback to clients and staffContribute to people initiatives, including recruiting, retaining and training other consultants/ professionals

Practice DevelopmentEngages in client expansion and cross-serving with meaningful fees sold goal; recognizes importance of lead generationReview and lead proposals and engagement letter developmentSyndicates ideas and services to other practice developersFacilitates the development of practice development skills of othersUnderstands Practice Development as team effort and is able to meaningfully orchestrate opportunitiesSolicits client referrals and converts referrals into Practice Development opportunitiesPresents new services to potential clientsDevelops a personal marketing planProactively defines client relationships that best meet the objectives of both the client and P&MCreates client champions for Plante & Moran Increasing level and types of services to clientsInitiating “cross selling” business; demonstrates knowledge of firm services relevant to this clientBegins to develop a wider understanding of client’s business outside the scope of engagement by engaging with clients about how they are responding to current business trends and risks in their industry and see how we can helpBuilds a relationship with client decision-makers where ideas and new service offerings can be discussedAsks client for referrals to other business owners/decision makersEngages the client in conversation about business plan and strategy and identifies opportunities for involvementBegins to develops personal relationships with third parties associated with the client (e.g. banker, attorney, vendor, etc.) to facilitate referralsIntroduces P&M staff in service lines which would benefit the client, including colleague partneringCoaches all P&M team members on cross serving skills and creates learning opportunitiesEstablishes and monitors performance measurement metrics consistent with career development and practice plansInteracts with other practice areas including but not limited to audit, tax, and other management consulting service groupsEnables and promotes the development of new practices

Practice ManagementAnalyzes budgets/time summaries for planning and billing purposes; leads billing activities; responsible for realization goalsAbility to work within budgetary and time constraints while providing a high-level of client satisfactionResponsible for practice economics including production, realization, billing and collectionSatisfies internal reporting requirementsManages multiple projects; deals fluidly and effectively with multiple client relationshipsLeads and conducts practice activities in a manner that is consistent with and promotes Firm valuesExhibits attitudes and behaviors that recognize responsibility for the P&M team as a wholeCoordinates appropriate resources, both across and outside the organization, to deliver valued services and business results to new and existing clientsAnticipating and addressing client concerns and escalating problems as they ariseActively manages a portfolio of decision makers in ways that create referrals and references.Knows the strengths, weaknesses and strategies of our competition and how to effectively position the firm to secure and retain business with existing and new clients.Proactively advises clients on issues outside of contracted projectsEnsures that appropriate technical reviews occur on projects in a timely and effective mannerHelps staff connect activities to broader firm objectivesCreates and nurtures a climate that is consistent with and reinforces the Firm’s value