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Title

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Account Manager Taxation

Description

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We are looking for an Account Manager Taxation to join our finance and accounting team. In this role, you will be responsible for managing a portfolio of clients and overseeing all aspects of their tax accounts. You will ensure that clients remain compliant with local, state, and federal tax regulations, and you will provide expert guidance on tax planning and strategy. Your duties will include preparing and reviewing tax returns, identifying tax-saving opportunities, and representing clients during audits. You will also be expected to stay up-to-date with changes in tax legislation and communicate these changes to clients in a clear and timely manner. The ideal candidate will have strong analytical skills, excellent attention to detail, and the ability to build lasting relationships with clients. You should be comfortable working independently as well as part of a team, and you must possess a deep understanding of tax laws and accounting principles. Experience with tax software and financial reporting tools is highly desirable. As an Account Manager Taxation, you will play a key role in helping clients achieve their financial goals while minimizing their tax liabilities. You will also be responsible for training junior staff, developing internal processes, and contributing to the overall growth of the firm. If you are a proactive, client-focused professional with a passion for taxation and accounting, we encourage you to apply.

Responsibilities

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  • Manage a portfolio of client tax accounts
  • Prepare and review tax returns for individuals and businesses
  • Ensure compliance with all relevant tax laws and regulations
  • Advise clients on tax planning and strategies
  • Identify and implement tax-saving opportunities
  • Represent clients during tax audits and inquiries
  • Stay updated on changes in tax legislation
  • Communicate tax updates and implications to clients
  • Train and mentor junior staff members
  • Develop and improve internal tax processes
  • Collaborate with other departments as needed
  • Maintain accurate and organized tax records

Requirements

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  • Bachelor’s degree in Accounting, Finance, or related field
  • Professional certification (e.g., CPA, EA) preferred
  • 3+ years of experience in tax accounting or tax management
  • Strong knowledge of tax laws and regulations
  • Excellent analytical and problem-solving skills
  • Proficiency with tax software and financial reporting tools
  • Strong communication and interpersonal skills
  • Ability to manage multiple clients and deadlines
  • Attention to detail and high level of accuracy
  • Experience representing clients during audits is a plus
  • Ability to work independently and as part of a team
  • Commitment to ongoing professional development

Potential interview questions

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  • What experience do you have managing client tax accounts?
  • How do you stay updated on changes in tax legislation?
  • Describe a challenging tax issue you resolved for a client.
  • What tax software are you proficient in?
  • How do you ensure accuracy in your tax filings?
  • Have you ever represented a client during a tax audit?
  • What strategies do you use for tax planning?
  • How do you handle multiple deadlines and priorities?
  • What is your approach to client communication?
  • Are you comfortable training and mentoring junior staff?
  • What professional certifications do you hold?
  • Why are you interested in this role?