Tax Manager Job Profile

The Tax Manager is responsible for tax planning and compliance for client relationships and makes recommendations on tax planning strategies within the guidelines of the firm approach. The Tax Manager shares the responsibility of directing, training, and developing of associate team members. The Tax Manager will contribute to, and may lead, the completion of firmwide and team goals.

Core Responsibilities

• Assist the Tax Team to consistently deliver efficient and superior client experience and integrated tax guidance.
• Work cohesively with wealth advisors and specialist teams to seamlessly deliver integrated financial guidance and expert tax planning and compliance services as the lead tax specialist for moderately complex and complex clients.
• Lead the tax planning and compliance processes and train new associates, accordingly, including the explanation and interpretation of tax law.
• Conduct final review of tax filings and resolve client issues with the IRS and state/local tax authorities.
• Assess the need for quarterly estimated tax payments and ensure all necessary payments are made.
• Pursue media opportunities and develop networking relationships.
• Mentor team members and play a key role in their development, providing learning opportunities and ongoing candid feedback.
• Display the competence, autonomy, and strategic perspective necessary to earn the confidence of team members.
• Exhibit expertise in core responsibilities and key technology platforms, serving as a go-to resource for team members.

Leadership, Culture & Core Values

We are a team of good people who put forth relentless effort to serve others.

Demonstrate Truepoint’s Core Values:

• We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
• We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
• We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
• We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.

Requirements

• CPA or JD designation required, including the achievement of a bachelor’s or advanced degree.
• A deep technical understanding of individual income tax planning strategies and compliance (7+ years preferred).
• A positive, client-centric mindset with the initiative and drive to exceed expectations.
• Ability to coordinate across teams and manage internal processes, with a high attention to detail.
• Self-motivated to work both collaboratively and autonomously.
• Demonstrate initiative to grow both personally and professionally as our industry and firm changes.

Physical & Environmental Requirements:

· Prolonged periods of working on a computer and occasional periods sitting.

· May have to lift up to 15 pounds.

· Minimal travel required. Frequent attendance at internal meetings required.

· Occasional attendance at meeting with outside partners.

· Travel outside the region may be required for business and/or professional development.

· In our hybrid work environment, the company reserves the right to modify in-office attendance requirements at its discretion based on business needs.

This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements’ discretion at any time. This written description does not limit the duties and responsibilities by the assigned incumbent.