Tax Manager
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Councilor, Buchanan & Mitchell, P.C.
US
Summary
The Tax Manager will oversee tax processes, prepare and review complex tax returns, and manage client engagements. They are also responsible for supervising tax staff, providing mentorship, and contributing to the firm's business development efforts.
Job Description
Councilor, Buchanan & Mitchell, P.C. (Councilor), an accounting and business advisory firm that serves clients throughout Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking a dedicated senior tax professional with at least six years of public accounting and tax experience to work primarily on compilation/review and tax engagements for our clients.
Essential Functions
- Manage tax related processes, procedures, and team
- Prepare personal, corporate, estate, and trust tax returns, including more complex cases
- Review and approve all returns, with the exception of those dealing with specialized issues requiring the expertise of another manager or director
- Review tax accruals and associated working papers
- Assume responsibility for the smooth flow of tax returns
- Act as director-in-charge for a variety of clients, and act as key client for a variety of engagements
- Bill and discuss fees with clients
- Complete complex tax planning, including preparation of BNA projections
- Analyze IRS notices and draft responses
- Review IRS notice responses prepared by other tax personnel
- Represent clients before the IRS
- Communicate tax developments to the firm
- Perform more complex tax research and review the research projects of others
- Assist accounting and auditing staff members in client meetings
- Delegate work to and supervise/manage work of tax staff, senior tax accountants, and tax supervisors
- Participate in tax department administrative projects
- Work with directors to establish standards for the tax staff and evaluate and counsel tax staff members
- Act as a resource for tax staff, senior tax accountants, tax supervisors, and tax managers
- Contribute to the client service team by producing quality work with quick turnaround and attentive service
- Develop a general understanding of the firm's philosophy and tax opinions
- Establish good working relationships with all directors and staff members
Other Functions
- Possess time management and organization skills
- Demonstrate industry expertise
- Assist with recruitment and training of other tax department personnel
- Develop an entrepreneurial approach to client service and develop good working relationships with client personnel
- Maintain contacts with peers, develop a network of business contacts, meet with prospective clients, and cultivate referrals
- Write articles and make presentations
- Develop a broad general knowledge of economic, political, and business conditions
- Accept volunteer positions in community organizations
- Perform other duties as assigned
Job Qualifications
- Bachelor's degree in accounting or another related program
- Advanced degree (generally a law degree or a master's in taxation) is strongly desired
- CPA certification
- At least six years of recent relevant public accounting, tax, and review experience (experience with trusts is a plus)
- At least two years of management experience and the ability to lead and develop professional staff
- Proficiency in the use of computers and tax software programs (Document, Engagement, CCH Suite - Axcess Tax, QuickBooks, etc.)
- Ability to manage multiple client engagements and prioritize work
About Councilor
At Councilor, it is our goal to hire talented, energetic people who are enthusiastic about what they do. We offer a mentorship program to encourage individuals to grow professionally and develop in their careers. Councilor offers today's accounting professionals opportunities for advancement in a fast-paced environment that allows for both professional success and work-life balance.
Councilor offers a diverse, flexible work environment, and we are proud to offer a competitive salary, a comprehensive benefits package, growth opportunities, and a team-oriented environment.
Company Benefits
- 401(k) and Profit-Sharing Plan
- 10 Paid Holidays
- Paid Time Off
- Bereavement/Jury Duty Leave
- Paid Parental Leave
- FSA/Dependent Care
- Life Insurance
- Short and Long-Term Disability
- Volunteer Community Service Day
- Healthcare Benefits - medical, dental, vision & other programs
- Paid Parking & Metro
- Subsidized Employee Wellness and Fitness Program
- Mentorship Program - Project Clear Path
- Professional Training & Development
- Tuition Reimbursement
- CPA and Other Certifications Assistance
- Professional Memberships
- Business Casual Work Environment
- Fun Firm Activities
** Councilor is an Equal Opportunity Employer dedicated to diversity and inclusion **
* CELEBRATING MORE THAN 100 YEARS OF EXCELLENCE *
Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, has provided professional services to clients in the Washington, DC area and throughout the Mid-Atlantic region since 1921. CBM is committed to providing exceptional financial solutions to ensure clients’ success, cultivating a diverse and collaborative team, and leaving a lasting positive impact in our communities. The firm serves not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, family-owned businesses and other businesses, and delivers financial planning, and litigation and divorce financial services. CBM’s subsidiary, MBI, LLC, is a fee-only wealth management advisory firm that offers comprehensive financial planning and investment management services.
Awards and Recognition
• Top Financial Advisors (Debbie May and Alex Seleznev), Bethesda Magazine, 2022
• Top Places to Work, Bethesda Magazine, 2022
• The Best CPA Firms for Equity Leadership, Accounting MOVE Project, 2022
• Top 300 Firms, INSIDE Public Accounting, 2019, 2020, 2021, 2022
• Top Regional Leaders, Accounting Today, 2020, 2021
• #6 Metro-Area Giving (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021
• #5 Metro-Area Volunteer Hours (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021
• Top Financial Advisor (Debbie May), Washingtonian Magazine, 2021
• Top 25 Accounting Firm in the Region, Washington Business Journal, 2018, 2019, 2020
Founded
1921
Company size
51-200 employees
Industry
Accounting
Org type
Partnership
Headquarters
Bethesda, MD
* CELEBRATING MORE THAN 100 YEARS OF EXCELLENCE *
Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, has provided professional services to clients in the Washington, DC area and throughout the Mid-Atlantic region since 1921. CBM is committed to providing exceptional financial solutions to ensure clients’ success, cultivating a diverse and collaborative team, and leaving a lasting positive impact in our communities. The firm serves not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, family-owned businesses and other businesses, and delivers financial planning, and litigation and divorce financial services. CBM’s subsidiary, MBI, LLC, is a fee-only wealth management advisory firm that offers comprehensive financial planning and investment management services.
Awards and Recognition
• Top Financial Advisors (Debbie May and Alex Seleznev), Bethesda Magazine, 2022
• Top Places to Work, Bethesda Magazine, 2022
• The Best CPA Firms for Equity Leadership, Accounting MOVE Project, 2022
• Top 300 Firms, INSIDE Public Accounting, 2019, 2020, 2021, 2022
• Top Regional Leaders, Accounting Today, 2020, 2021
• #6 Metro-Area Giving (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021
• #5 Metro-Area Volunteer Hours (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021
• Top Financial Advisor (Debbie May), Washingtonian Magazine, 2021
• Top 25 Accounting Firm in the Region, Washington Business Journal, 2018, 2019, 2020
Founded
1921
Company size
51-200 employees
Industry
Accounting
Org type
Partnership
Headquarters
Bethesda, MD