Tax Services Senior Manager Job Description
Tax Services Senior Manager Duties & Responsibilities
To write an effective tax services senior manager job description, begin by listing detailed duties, responsibilities and expectations. We have included tax services senior manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Tax Services Senior Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Tax Services Senior Manager
List any licenses or certifications required by the position: CPA, CTA, JD
Education for Tax Services Senior Manager
Typically a job would require a certain level of education.
Employers hiring for the tax services senior manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Taxation, Finance, Business, Law, Economics, Statistics, Graduate, Business/Administration, Communication
Skills for Tax Services Senior Manager
Desired skills for tax services senior manager include:
Desired experience for tax services senior manager includes:
Tax Services Senior Manager Examples
Tax Services Senior Manager Job Description
- As a Senior Manager, a significant portion of responsibilities will be in the development of the practice, attracting and mentoring talented professionals
- Oversee the efforts of multiple client services teams on client engagements
- Research complex tax issues related to estate planning and wealth transfer strategies
- Work closely with partners responsible for developing the US tax consulting practice
- Work together with senior managers and partners in the management of an international tax team, including delegating and reviewing work, managing staff workload and mentoring
- Establish and communicate business development strategies and targets for Hong Kong and the Mainland China markets
- Leverage on the general knowledge of Hong Kong and China tax to analyze and understand clients’ needs to develop penetration strategies for new business opportunities
- Cultivate customer relationship, deliver effective proposals, and negotiate contracts to capture profitable new business
- Effectively brief and leverage partners and professional staff on strategy and tactics to enhance customer relationships and consummate deals
- Establish, communicate and hold direct and matrix team accountable for proposal objectives and deliverables to maximize revenue growth
- Experience preparing and reviewing Corporate, S-Corp
- 8+ years recent accounting firm experience including managing multiple tax accounting projects and client engagements, directing and scheduling staff and managing work flow
- Significant experience working with high net worth individuals and family groups
- Experience in estate and gift planning
- Experience in managing and supervising US tax compliance engagements, including Form 1065, Form 1120, Form 8865, Form 5471
- Represent and provide market exposure for the Firm at public events
Tax Services Senior Manager Job Description
- Develop and implement training programs to further knowledge of standards within practice offices
- Maintaining and developing existing clients, , identifying new business opportunities which will contribute to the development of the practice
- Manage and lead the staff through structured mentorship program and informal coaching, including coordination of on the job training
- Collaboration with the Operations and Corporate Tax teams to assess the impact of Market & Regulatory developments on the Global Custody Tax product offering and implement a working model
- Analyse product impacts, opportunities & threats of external and internal changes from a tax perspective
- Definition and implementation oversight for new and/or enhanced product features and functions
- Handle a full spectrum of company secretarial duties for companies incorporated in Hong Kong
- Coordinate activities relating to administering a portfolio of client companies and be involved in client contact
- Assist in preparation of annual/interim reports, announcements and circulars and organizing board meetings, board committee meetings and shareholders’ general meetings
- Assist in handing ad-hoc advisory projects
- A minimum of 5 (for Manager) and 7 (for Senior Manager) years' experience in Hong Kong and China taxation law (experience and knowledge with Japanese tax practice are preferred)
- Dynamic builder of relationships with clients, with track record of identifying new areas of opportunities and negotiating complex business deals for mutual benefit
- An effective communicator with clients, executives, peers, and subordinates
- 7 or more years of international tax experience, preferably with at least three years' experience in individual, trust and business flow through entity taxation, experience working with high-net worth individuals and families, corporate executives, and/or owners of closely held businesses
- Degree holders in Accounting, Economics, Finance or related disciplines, with a full membership of recognized professional body
- A minimum of 5 (for Manager) / 8 (for Senior Manager) years of relevant HK/International tax experience with tax authorities and/or an international accounting firm
Tax Services Senior Manager Job Description
- Provide timely and quality consultative services while exceeding the expectations of our clients
- Target and sell new and add-on services to current and target clients
- Partner closely with engagement Partners/Directors for the development and delivery of proposals for target clients
- Oversee expatriate tax and foreign national tax returns
- Provide mobility program support
- Collaborate with the Manager who will assist you with leading engagement budgeting, billing, management, and engagement team deployment
- Be responsible for the development and motivation of engagement team
- Manage research and development (R&D) tax credit studies including client interviews, reviewing client data, developing client- and industry-specific tools and templates and preparing technical reports
- Consult on various accounting method changes including inventory and revenue and expense recognition DPAD and transaction costs analyses
- Research and draft technical memoranda related to R&D/accounting methodmatters
- Five years of tax experience performing tax research, representing clients in federal controversies and providing technical advice on tax issues
- Eight (8) to ten (10) years of progressive experience in professional accounting functions including a minimum of five (5) years of supervisory responsibilities required
- Minimum of 7 years of progressive experience in professional accounting functions
- We offer you existing career opportunities broad internal management training programme
- Strong experience with private client services (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers)
- Masters of Taxation, MBA or Law Degree
Tax Services Senior Manager Job Description
- Train and mentor staff and interns
- Advise clients on complex U.S. international tax issues including 965, GILTI, FDII, BEAT, managing global business transactions
- Supervise multiple international tax engagements and contribute to the delivery of quality tax planning and consulting projects for our clients in various industry lines
- Build and manage client relationships and deliver international tax services to our partners and clients that exceed expectations
- Oversee and deliver large client project engagements
- Conduct and manage fixed asset accounting method reviews and assessments by designing and implementing projects related to tangible property regulations (primarily repairs and dispositions), depreciation, cost segregation and sustainability)
- Assist in new business development, including add-on business, while sustaining excellent client service by networking within the firm and building on existing relationships outside of the firm
- Research technical issues, prepare reports, and propose viable solutions
- Provide quality assurance, engagement review and exam support
- Collaborate with peers to establish best practices and drive continuous improvement
- 2 years' professional experience in providing Swiss tax compliance and consulting services to individual clients and/or expatriates for Senior Consultant level
- Proven expertise in developing, prioritising and delivering business cases
- Ability to project manage small to medium sized change
- Understanding of commercial aspects of the custody business
- A minimum of 5 years' experience (for manager) or 8 years’ experience (for senior manager) in Hong Kong and China taxation law (experience and knowledge in Japanese tax practice are preferred)
- A minimum of eight years of tax experience performing tax research, representing clients in federal controversies and providing technical advice on tax issues
Tax Services Senior Manager Job Description
- Analyze statistics and prepare reports for the Director
- Ensure quality and risk mitigation to protect the practice from financial loss on projects
- Work with other firm-wide risk management groups including information systems and legal compliance
- Respond to queries from practice offices, balancing client needs without compromising standards
- Plan, implement and maintain policies and programs to ensure compliance with standards
- Manage the maintenance of tax practice management documents including engagement letters and standard tax documents
- Manage the Tax Quality file review program which provides feedback to Tax engagement teams on how they are delivering services in a manner consistent with our commitment to quality
- Acting as a trusted business advisor to clients on a variety of issues including multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence
- Managing/overseeing complex state tax research, formulating tax-planning strategies, and performing state tax reviews
- Maintaining and developing strong client relationships on various state tax consulting/compliance engagements for investment management clients
- Managing more junior staff and helping them with their own technical and personal development
- 8 or more years of public accounting experience preferred, working in the private client area, working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients
- Familiar with standard business processes eg
- Experience with consolidation tools eg
- Write high and low-level design documents, use cases and process flows in Visio
- Configure and run relevant tax and finance reports from the ERP system