Individual (1040) Tax Manager Job at Teal Becker and Chiaramonte, Albany, NY

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  • Teal Becker and Chiaramonte
  • Albany, NY

Job Description


ABOUT THE ORGANIZATION:

Our firm began in 1971 with one goal in mind: to provide excellence in service and professional expertise to our clients. Now, well into our fifth decade, Teal Becker & Chiaramonte, CPAs, P.C. is still delivering on that promise.

Through the years this focus was core to growth as we added staff and services, expanded to our current location, and garnered recognition and awards. It enabled us to attract and retain the finest CPAs and financial professionals in the market and has driven our firm's growth in size, experience and stature. Our focus on excellence has continued for all our clients, from individuals and firms with few employees and modest revenue, to corporations with revenues in the hundreds of millions.

EOE STATEMENT:

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

CATEGORY: Accounting/Finance


The 1040 tax team is responsible for preparing federal and state tax returns for individuals. The ideal Individual (1040) Tax Manager has a strong 1040 tax accounting background, strong attention to detail, and superb managerial skills to oversee several 1040 preparers and manage client expectations.

This role will review individual income tax returns, manage client engagements, coach and supervise other tax professionals. You will have the opportunity to serve as the primary client contact for a variety of engagements, while developing an expertise in specialized industries. Other reasonable duties as assigned.

The 1040 Tax Manager will perform all duties described in the staff, senior, supervisor, and manager accountant job description. In general, approximately 70% - 75% of your time will be associated with these assigned tasks to include but are not limited to:

  • Develop client relationships and serve as a trusted advisor.
  • Participate in client meetings to assist with answering questions, review returns, research tax issues, and be involved in strategic tax planning. Identify areas of concern or new areas that would require research of tax standards and applicable legislation. Perform the necessary research or delegate as appropriate.
  • Review workpapers and tax returns prepared by tax accountants and other department professionals including technically complex returns.
  • Deliver exceptional client experience by building collaborative teams and mentoring team members.
  • Conduct internal training for tax preparation team on tax topics.
  • Lead, coach and develop tax accountants.
  • Perform engagement evaluations of staff, senior accountants, supervisors and interns on assigned engagements in a timely manner.

The remaining 25% - 30% of your time will likely be devoted to the following:

  1. Participate in firm directed CPE and on the job training. May develop and perform trainings.
  2. Networking and business development
  3. In-house projects (committees, working groups, etc.)
  4. Mentoring, training, development of newer staff

POSITION REQUIREMENTS:

Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. Must have a current, active Enrolled Agent (EA) or CPA license. A minimum of five years of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a client’s management.

The Tax Manager works a standard day shift in an office environment. Role may require travel or alternate work schedule based on client needs.

This position is contingent on the satisfactory completion of a background check. Valid driver license is also required.

FULL-TIME/PART-TIME: Full-Time

EXEMPT/NON-EXEMPT: Exempt

KEYWORDS: Accounting, tax, individual tax, 1040

LOCATION: NY, Albany

ZIPCODE: 12205






PI0d6cbbbf54c9-30492-36275567

Job Tags

Full time, Part time, Work experience placement, Shift work, Day shift,

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