Website John A. Knutson & Co., PLLP
Our Numbers Are Just Right
A Manager is the liaison between the partner, the client, and the professional staff. Managers are responsible for managing multiple projects and client engagements simultaneously, and scheduling, staffing, and coordinating engagement workflow. Managers develop and train staff, and make associations to develop new business for the firm.
The Tax Manager is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns. Advanced technical skills in a variety of tax and accounting areas, along with well-developed management and supervisory skills are required.
- A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals
- The resources, expertise, and global capability of a large accounting firm together with the responsiveness and accessibility of a local firm
- A great location in the Roseville area with easy access to both Minneapolis and St. Paul.
You have (requirements):
- 6 years+ experience in public accounting, demonstrating a progression in tax return complexity, scope and research.
- 4 year degree in accounting, or Master’s degree in accounting.• Minimum of 1 year experience supervising and directing work of tax preparers.
- Ability to communicate clearly and concisely in English, both verbally and in writing.
A current and valid certified public accountant’s license or a current and valid enrolled agent license.
You will (job responsibilities):
- Performs technical tax review of all tax returns (individual, business, trust, gift, not-for-profit, and miscellaneous, as needed).
- Identifies and manages issues and ensures the accuracy of the tax return.
- Demonstrates the ability to apply knowledge in one or more technical specialty areas.
- Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients’ tax returns.
- Acts as a resource for tax preparers on specific tax issues and/or questions.
- Performs tax research to resolve issues identified during reviews.
- Communicates to the appropriate firm personnel important tax developments affecting the firm’s clients.
- Develops/refines tax preparation procedures to increase efficiency and effectiveness of the process. Prepares documentation of procedures and communicates to staff.
- Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs.
- Supervises staff and provides on-the-job training.
- Maintains familiarity with qualifications of staff members; reviews staff assignments for appropriateness.
- Assumes client service responsibility for clients the tax manager works with directly, or where the responsibility is delegated from the partner.
- Possesses a complete knowledge of the firm’s philosophy and its’ opinion on tax matters.
- Participates in the firm’s Mentor Program as a mentor to senior and staff accountants.
- Supervises the use of ProSystem tax software, communicates updates to be installed, resolves issues and answers questions related to using the software.
- Supervises electronic filing of tax forms and ensures timely resolution of issues. Communicates updates from IRS and changes in firm procedures to administrative personnel.
- Develops materials and conducts new hire training in the firm’s tax preparation procedures.
- Monitors XCM workflow software to ensure all tax projects are tracked through tax preparation and delivery process.
- Prepares annual staff evaluations and engagement performance reviews
- Establish a presence in the community through participating in civic organizations.
- Represents the firm in a positive and professional manner at all business related functions.
- Occasional same day travel for work at client’s offices, meeting, and seminars using a personal vehicle.
- Occasional out-of-town travel with overnight stay for work at client’s offices, meetings, and seminars using personal vehicle.
- Occasional overtime work required throughout the year. Heavy overtime work required from January to April 15; may be in excess of 55 hours per week. Required to work on Saturdays during this time period.