Come work with us.

Louis Plung & Company is a dynamic public accounting firm with specialists who are committed to the firm’s philosophy of delivering high quality, personalized client service. We work with many of Pittsburgh’s leading private companies to maximize their tax benefits, reduce their exposure to risk and fraud, and help them become more profitable enterprises.

To accomplish these goals, we require a team of highly skilled, dedicated professionals in the areas of tax, audit, consulting services, and administrative support. As they become available, positions will be posted here.

Current Opportunities:

At Louis Plung & Company we work with a variety of industries, providing comprehensive accounting and business advisory services. Of course, our experience is not limited to those industries listed below. Rather, this is an introduction to industries with which we specialize, and an example of our scope. Please contact us about your business to learn how Louis Plung & Company can meet your precise needs.

Classification:  Full-Time, Exempt

Reports to: Senior Accountants, Supervising Seniors, Managers and Partners

Summary of Responsibilities:

Staff accountants are entry-level employees that are given a wide variety of diversified accounting assignments under the supervision of different professionals. Working under close supervision, they execute accounting and auditing assignments, or assist in other special projects such as due diligence, inventory verification, and internal control documentation or testing. Performance is judged based on the quality of work, application of accounting knowledge, and ability to meet time constraints. Responsibilities increase with demonstrated skill.  Staff are responsible for complying with professional standards and regulations.

Estimated Years of Experience:

0-3 years 

Performance Expectations: 

  • Complete tasks assigned to them by their supervisor (tasks will be assigned on the basis of experience as determined by the supervisor).
  • Identify accounting issues such as accounting, auditing, staff and client, in the engagement that need to be discussed and evaluated with the
  • May be given senior level responsibilities of planning and scheduling
  • May supervise other staff accountants and
  • Develop efficient work habits – work must be accurate, organized and
  • Practice effective communication both written and verbal.
  • Recognize how assigned tasks affect the final work product
  • Follow regulations and professional ethics of the AICPA and the state
  • Keep current on all professional pronouncements, such as ASUs, that impact the industries served or audit or accounting areas you are working on.
  • Maintain the confidentiality of the
  • Behave professionally (i.e. maintain positive attitude, refrain from using vulgar language, communicate conflicts with the in-charge, provide appropriate notice when calling out sick or if running late, carry yourself in a respectful way, etc.)
  • Maintain high professional standards.

Assignments:

  • Recording transactions  in  ledgers,  preparing  trial  balances  and  simple  financial statements using computer software
  • Performing recalculations of accruals, property and equipment, and calculating depreciation
  • Performing audit, review and compilation procedures as assigned by
  • Preparing and indexing working papers; performing various procedures established under generally accepted accounting principles to verify accuracy and validity of client’s financial matters.
  • Assisting in proofing financial statements and other documents.
  • Performing other accounting and auditing duties as needed such as internal control testing, analytic procedures, communication documents, ext. in engagements and as assigned by supervisory personnel.
  • Proficiency in use of computer accounting software such as PPC, RIA, FAS, IDEA and TValue.
  • May be asked to participate as an instructor in professional development
  • Other tasks as assigned by the supervisor, manager, or partner.

Professional Development:

Staff accountants are expected to develop professionally by:

  • Passing the CPA
  • Participating in continuing professional
  • Accepting additional
  • Representing the firm and promoting its image by attending local professional and business organization
  • Learning new technology the firm introduces into the work

Education, Experience and Skills Required:

  • Bachelor’s degree in accounting or Master’s degree in A Bachelor’s or Advanced degree in another business discipline may qualify if it includes enough accounting credits to qualify for the CPA exam.
  • Either hold a current and valid certified public accountant’s license, or be working toward obtaining the license by taking and passing the applicable state CPA
  • Proficiency with computer, spreadsheet software programs, and
  • Well-rounded knowledge of accounting principles.
  • Ability to communicate clearly and concisely in English, verbal and
  • Continuing professional education as established by the AICPA and applicable state society averaging 40 hours

Working Conditions:

  • Frequent same day travel for work at client’s offices, meetings, and seminars, using a personal
  • Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars, often using a personal
  • Occasional overtime work required throughout the Overtime and Saturday work may be required from mid-January through end of April as well as other times throughout the year depending on client needs.
  • Minimal Safety Hazards: General office working

This job description does not list all the duties of the job. You may be asked by partners, managers or seniors to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

If you’re interested in this long-term opportunity, apply today by emailing your resume to [email protected].

Classification:  Full-Time, Exempt

Reports to:  Tax Senior Accountants, Tax Supervising Seniors, Tax Managers, Tax Director, Tax Partners

Summary of Responsibilities:

Tax Staff Accountants are entry-level employees that are given various tax-related assignments under the supervision of different professionals.  Working under close supervision, they prepare tax returns of an entry level of complexity in addition to assisting with portions of larger tax assignments.  Performance is judged based on the quality of work, application of tax/accounting knowledge, and ability to meet time constraints.  Responsibilities increase with demonstrated skill.  Staff must learn how to comply with the tax law on all tax returns as well as becoming aware of any new tax legislation.

Estimated Years of Experience:

0-3 years

Performance Expectations:

  • Prepares various tax returns of a lesser complexity (individual, business, nonprofit, trust and estate).
  • Performs other tax-related tasks as requested such as running depreciation reports, preparing tax projections, mapping general ledger trial balances for tax return purposes, etc.
  • May perform accounting services to adjust client books.
  • Develops efficient work habits – work must be accurate, organized and prompt.
  • Practices effective written and oral communication.
  • Develops awareness of federal and state tax laws and regulations and how they must be applied when preparing tax returns.
  • Ensures that tax in-charge is kept informed of the status of work in progress.
  • Becomes familiar with tax research software and performs less complex tax research assignments as requested by Tax Director/Partners/Managers or as determined in order to meet client needs.
  • Maintains the confidentiality of the Firm.
  • Behaves professionally (i.e. maintains positive attitude, refrains from using vulgar language, communicates conflicts with the in-charge, provides appropriate notice when calling off sick or if running late, carries self in a respectful way, etc.).
  • Maintains high professional and ethical standards.

Assignments:

  • Preparing tax returns of a lesser complexity (individual, business, nonprofit, trust and estate).
  • Performing other tax related duties as requested.
  • Gaining proficiency in the use of tax related software (tax return software, research software, fixed asset management system, projection software).

Professional Development:

Tax Staff Accountants are expected to develop professionally by:

  • Passing the CPA exam or receiving other certification (approved by LPC)
  • Participating in continuing professional education.
  • Accepting additional responsibility.
  • Representing the firm and promoting its image by attending local professional and business organization functions.
  • Learning new technology introduced into the work environment.

Education, Experience and Skills Required:

  • Bachelor’s degree in accounting (with several tax credits preferably) or Master’s degree in accounting/tax. In addition, qualified candidates will have met the 150-hour credit requirement.
  • Either hold a current and valid certified public accountant’s license or be working toward obtaining the license by taking and passing the applicable state CPA exam.
  • Proficiency with computer, tax-related and spreadsheet software programs and calculator.
  • Ability to communicate clearly and concisely in English, verbal and written.
  • Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours annually.

Working Conditions

  • Occasional same day travel for meetings at client offices and seminars, using a personal vehicle.
  • Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs.
  • Minimal Safety Hazards. General office working conditions.

The job description does not list all duties of the position.  The Tax Staff Accountant may be asked by partners/tax director/managers/senior tax accountants to perform other duties.  The incumbent will be evaluated based on his/her performance of the tasks as listed in this job description.

Management has the right to revise this job description at any time.  The job description is not a contract for employment and the firm, or the Tax Supervising Senior may terminate employment at any time, for any reason.

If you’re interested in this long-term opportunity, apply today by emailing your resume to [email protected].

Job Description

Louis Plung & Company is currently seeking an experienced and self-motivated audit professional to join our growing team.

Audit seniors work under the general direction of Audit managers. Audit seniors direct work on client engagements in a variety of industries, assist on larger client engagements, and perform most work assigned with a minimum of assistance. They train and lead staff, instruct them in work to be performed, review the work done, provide feedback, and direct necessary revisions. Audit seniors are responsible for proper performance of fieldwork and reporting progress to supervisors, managers, and/or partners. They are involved in planning and completing audit engagements as well as preparing financial statements and suggesting improvements to internal controls. Audit seniors must have excellent organizational skills as they coordinate several engagements simultaneously while meeting set deadlines.

Some of the expectations of an Audit senior are listed below. For a full job description click here.

  1. Perform diversified accounting, auditing and other assignments with direction from managers or partners.
  2. Supervise and train staff accountants and/or interns, where applicable.
  3. Research and consult on various audit matters; utilizing generally accepted standards.
  4. Demonstrate excellent communication between Louis Plung & Company professionals and clients.
  5. Participate in client presentations and marketing activities, to assist in attracting new business and further client portfolios.

This job description does not list all the duties of the job. Louis Plung & Company has the right to revise the job description at any time.

If you’re interested in this long-term opportunity for an experienced audit professional, apply today by emailing your resume to [email protected].

Qualifications

  • At least 2-6 years of audit experience at a public accounting firm
  • Current and valid CPA license, or actively working toward obtaining a Pennsylvania license
  • Strong communication and organizational skills
  • Self-motivated with strong work ethic and desire to grow career in public accounting

Ability to juggle multiple assignments simultaneously

View FULL Job here (.pdf) »

Classification:  Full-Time, Exempt

Reports to: Tax Supervising Seniors, Tax Managers, Tax Director, Tax Partners

Summary of Responsibilities:

The Tax Senior I will normally possess at least one year of related experience with demonstrated proficiency in tax return preparation as well as the interest to interact with clients in a professional manner. They prepare tax returns of up to a moderate level of complexity as well as assisting with portions of larger tax assignments.  The Tax Senior I may work on multiple projects simultaneously.  In addition, the Tax Senior I must ensure that the firm complies with the tax law on all tax returns prepared as well as maintaining awareness of any new tax legislation.  On occasion, they may have direct contact with various clients.

Estimated Years of Experience:

2-4 years

Performance Expectations:

  • Prepares various tax returns of up to a level of moderate complexity (individual, business, nonprofit, trust and estate).
  • Performs other tax-related tasks as requested such as running depreciation reports, preparing tax projections, mapping general ledger trial balances for tax return purposes, etc.
  • May perform accounting services to adjust client books.
  • Demonstrated ability to work independently and be able to complete assigned work in an accurate, organized and prompt manner. Completes assigned work within the time allotted from the tax budget.
  • Proficient in the use of tax-related software (tax return software, research software, fixed asset management system, projection software) and assists lower level staff with its utilization when necessary.
  • Excellent verbal and written communication skills.
  • Continues to develop awareness of federal and state tax laws and regulations and how they must be applied when preparing tax returns.
  • Ensures that partners, tax director, managers and senior staff are kept informed of the status of work in progress as well as all important client developments.
  • Communicates with tax in-charge on a timely basis when issues arise requiring additional expertise, experience or guidance when preparing tax returns.
  • Continues to develop skills with use of tax research/planning software and performs tax research, tax planning and projection assignments as requested by Tax Director/Partners/Managers or as determined in order to meet client needs.
  • Maintains high professional and ethical standards.

Assignments:

Tax Senior I’s are responsible for preparing tax returns of up to a moderate level of complexity.  Duties may also include the following:

  • Works with minimal supervision and identifies issues to discuss with tax in-charge prior to making decisions.
  • Adherence to budget and client/firm deadlines.
  • Performing other tax related duties as requested.

Professional Development:

Tax Senior I’s are expected to develop professionally by:

  • Passing the CPA exam or receiving other certification (approved by LPC)
  • Demonstrating ability to interact with clients.
  • Working with management on in-house training programs, including CPE and other presentations.
  • Continuing participation in civic events to project the firm’s image and attract new business.
  • Learning new technology introduced into the work environment.

Education, Experience and Skills Required:

  • Bachelor’s degree in accounting (with several tax credits preferably) or Master’s degree in accounting/tax. In addition, qualified candidates will have met the 150-hour credit requirement.
  • Either hold a current and valid certified public accountant’s license or be working toward obtaining the license by taking and passing the applicable state CPA exam.
  • Proficient in use of computers and be familiar with tax preparation software (CCH) and tax research software.
  • Ability to communicate clearly and concisely in English, verbal and written.
  • Continuing professional education as established by the AICPA and applicable state society, averaging 20 hours annually.
  • If licensed, should be a member in good standing with the AICPA and applicable state society.

Working Conditions

  • Occasional same day travel for meetings at client offices and seminars, using a personal vehicle.
  • Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs.
  • Minimal Safety Hazards. General office working conditions.

The job description does not list all duties of the position.  The Tax Senior I may be asked by partners/tax director/managers/supervising seniors to perform other duties.  The incumbent will be evaluated based on his/her performance of the tasks as listed in this job description.

Management has the right to revise this job description at any time.  The job description is not a contract for employment and the firm, or the Tax Supervising Senior may terminate employment at any time, for any reason.

If you’re interested in this long-term opportunity, apply today by emailing your resume to [email protected].

Paraprofessionals Summary of Responsibilities:

A Supervising Senior is responsible for larger more complex engagements than a Senior and will manage multiple engagements simultaneously. Supervising Seniors assume responsibility for supervising engagements and special assignments, can review working papers and financial statements, and can communicate with clients on a one-on-one basis. Supervising Seniors are responsible for complying with professional standards and regulations.

Performance Expectations:

  • Assumes full responsibility for supervising engagements and special assignments using established Firm policies and
  • Coordinates various phases of engagements, plans engagements, budgets time and expenses, monitors actual performance against budget, reviews working papers for accuracy and completeness, and reviews financial statements for suitability of presentation and adequacy of
  • Resolves accounting and auditing problems as they arise and discusses with manager and Partner before final decision is made and communicated to client.
  • Provides supervision and on-the-job training to staff assigned to
  • Reviews and evaluates clients’ internal controls and makes recommendations if needed. Informs manager and Partner of any internal control issues noted.
  • Assigns work to staff members based on their knowledge and
  • Supports training of staff members, offers guidance and direction, gives constructive criticism of working
  • Ensures that working papers, financial statements, and other documents are prepared in accordance with generally accepted professional and firm
  • Communicates effectively all aspects of work performed to clients, staff, managers, and partners (this includes both verbal and written communication).
  • Communicates engagement’s progress, problems, resolutions, financial information, and other business concerns to the client, manager and partner.
  • Reviews with managers or partners significant findings that raise questions involving accounting principles or statement
  • Prepares or reviews financial statements, notes, schedules, and management letters (where appropriate) for later discussion between manager or partner and the
  • Works directly with clients to meet their needs, while communicating status of all clients to managers and
  • Demonstrates confidence when dealing with staff and clients on all
  • Makes sure that work is completed promptly and within predetermined
  • Maintains high professional standards.
  • Contributes to staff performance

Assignments:

Supervising Seniors are responsible for firm engagements. Duties may include the following:

  • Supervising staff, delegating portions of engagements, and taking responsibility for decisions relating to
  • Distributing work load to ensure maximum staff productivity, ensuring that lower-level staff work is performed by appropriate personnel, and supervising work schedules of all
  • Assuming some responsibility for administrative functions including staff evaluations, budget preparation, staff training, and contributing to the firm’s policies and communicating these policies to the
  • Serving in educational programs as an instructor or discussion
  • Participating in the firm’s practice development efforts, which consists of expanding services to clients, including projections and
  • Prepares other reports and projects as requested from time to time by managers or
  • Such other duties as may be

Professional Development: 

Supervisors are expected to develop professionally by:

  • Acting as a staff mentor by providing guidance and serving as a professional role
  • Becoming more conscious of the need to increase the firm’s growth through new business, identifying new services that may be sold to clients, and continuing to attempt to attract new
  • Continuing to promote the firm’s image through participation in civic, professional, and business organizations, including speaking engagements and
  • Learning new technology the firm introduces into the work

Education, Experience and Skills Required:

  • Bachelor’s degree in accounting or Master’s degree in A Bachelor’s or Advanced degree in another business discipline may qualify if it includes enough accounting credits to qualify for the CPA exam.
  • Ability to communicate clearly and concisely in English, verbal and
  • Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours

Working Conditions:

  • Frequent same day travel for work at client’s offices, meetings, and seminars using a personal
  • Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars, often using a personal
  • Occasional overtime work required throughout the Overtime and Saturday work may be required from mid-January through end of April as well as other times throughout the year depending on client needs.
  • Minimal Safety Hazards: General office working

This job description does not list all the duties of the job. You may be asked by partners or managers to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

If you’re interested in this long-term opportunity, apply today by emailing your resume to [email protected].

Classification:  Full-Time, Exempt

Reports to:  Tax Managers, Tax Director, Tax Partners

Supervises:  Senior and Staff Tax Accountants

Summary of Responsibilities:

A Tax Supervising Senior is responsible for larger, more complex tax clients than a Senior and will supervise and assist less experienced tax staff.   Tax Supervising Seniors are responsible for preparing and reviewing multiple tax projects simultaneously.   They must ensure that the firm complies with the tax law on all tax returns prepared as well as maintaining awareness of any new tax legislation.   In certain occasions, they will serve as the client contact for tax-related issues.

Estimated Years of Experience:

5-7 Years

Performance Expectations:

  • Prepares moderate to complex level of difficulty business, individual, estate and trust tax returns.
  • Supervises staff and provides on-the-job training, reviews tax returns and workpapers prepared by staff. Reviews any changes required or recommendations for improvement with the staff.
  • Motivates tax staff by providing accurate, specific and timely feedback and evaluating their strengths, weakness and progress continually so that staff can make modifications when necessary and continue to grow in their professional development.
  • Contributes to the development of responsible, trained staff by contributing to performance evaluations.
  • Maintains high professional and ethical standards.
  • Ensures that clients, partners, tax director and managers are kept informed of the status of work in progress as well as all important client developments.
  • Communicates with manager/tax director/partner on a timely basis when issues arise requiring additional expertise, experience or guidance.
  • Performs tax research assignments as requested by Tax Director/Partners/Managers or as determined in order to meet client needs.
  • Prepares written tax analyses/tax position papers for clients and for dissemination within the department for training purposes.
  • Communicating with various taxing authorities regarding tax notices, billings, etc. Drafting written responses to notices from taxing authorities.
  • Ensures that tax returns are prepared in accordance with the Internal Revenue Code and applicable state laws and regulations.
  • Serves as content developer as well as an instructor/presenter in department or firm-wide educational programs.
  • Assists in departmental or firm administration functions as assigned by the Tax Director/Tax Partners/Tax Managers.

Assignments:

Tax Supervising Seniors are responsible for preparing complex tax returns as well as reviewing some tax returns.  Duties may also include the following:

  • Works with minimal supervision and identifies issues to discuss with partners/tax director/tax manager prior to making decisions.
  • Acts as an instructor in professional development programs.
  • Preparing other projects or duties as assigned by the Tax Director or Tax Partners.

Professional Development:

Tax Supervising Seniors are expected to develop professionally by:

  • Passing the CPA exam or receiving other certification (approved by LPC)
  • Acting as a staff mentor by providing guidance and serving as a professional role model.
  • Becoming more conscious of the need to increase the firm’s growth through new business, identifying new services that may be sold to clients and continuing to attempt to attract new clients.
  • Promotes the firm’s image by participating in civic, business, and professional organizations.
  • Learns new technology introduced into the work environment.

Education, Experience and Skills Required:

  • Bachelor’s degree in accounting (with several tax credits preferably) or Master’s degree in accounting/tax.
  • Ability to communicate clearly and concisely in English, verbal and written.
  • Continuing professional education as established by the AICPA and applicable state society, averaging 20 hours annually.
  • Proficient in use of computers and be familiar with tax software (preferably CCH) and tax research software.

Working Conditions

  • Occasional same day travel for meetings at client offices and seminars, using a personal vehicle.
  • Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs.
  • Minimal Safety Hazards. General office working conditions.

The job description does not list all duties of the position.  The Tax Supervising Senior may be asked by partners/tax director/managers to perform other duties.  The incumbent will be evaluated based on his/her performance of the tasks as listed in this job description.

Management has the right to revise this job description at any time.  The job description is not a contract for employment and the firm, or the Tax Supervising Senior may terminate employment at any time, for any reason.

If you’re interested in this long-term opportunity, apply today by emailing your resume to [email protected].

Classification:  Full-Time, Exempt

Reports to:  Partners

Supervises:  Supervising Seniors, Seniors and Staff Accountants

Summary of Responsibilities:

A Manager is the liaison between the partner, the client, and the professional staff. Managers are responsible for managing multiple auditing, accounting 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.  Managers are responsible for complying with professional standards and regulations.

Performance Expectations:

  • Responsible for all phases of an audit, compilation, or review
  • Plans, schedules and staffs engagements using firm policies and procedures, delegates responsibilities to audit staff when possible in order to maximize workflow.
  • Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client’s business and industries they serve.
  • Supervises staff and provides on-the-job training; reviews work papers and reports prepared by staff.
  • Motivates staff by providing accurate, specific and timely feedback and evaluating their strengths, weakness and progress continually so that staff can make modifications when necessary and continue to grow in their professional development, and acting as a mentor to less experienced staff.
  • Develops and manages budgets for engagements and reviews causes of any significant deviations from predetermined budgets.
  • Prepares engagement letter for approval by partner.
  • Works to develop responsible, trained staff by preparing performance evaluations.
  • Maintain high professional standards.
  • Keeps partner informed of all important developments on engagement; analyzes issues and recommends solutions.
  • Communicates progress of engagements, issues and resolutions to client.
  • Prepares invoices to clients and communicates details of fees to clients.
  • Assists in departmental or firm administration functions as assigned by the Audit Partners
  • Able to acquire, develop and retain clients. Nurtures and develops relationships with prospective clients for services performed by the firm.
  • Manage all client engagements, regardless of complexity, in an efficient, timely, and professional way.
  • Evaluates internal controls and work programs prepared by staff.
  • Anticipates issues areas of engagement and questions that will arise.
  • Ensures that financial statements, and other reports are prepared in accordance with professional and firm standards and other regulatory groups.
  • Possesses a complete knowledge of the firm’s philosophy and its opinions on financial matters.

Assignments:

Managers assume responsibility for all engagements and many administrative matters.  These include:

  • Able to perform all administrative and professional functions of
  • Preparing staff-level performance reviews.
  • Exhibiting strong written and verbal communication skills by disseminating information to staff at all levels of the firm, as well as partners and clients.
  • Preparing engagement budgets.
  • Demonstrating the capacity to earn client’s respect and trust, providing opportunities to sell existing clients new services and attract new business to the firm.
  • Preparing client billing.
  • Works with minimal supervision and identifies issues to discuss with partners before making decisions.
  • Develops responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
  • Participating in the firm’s business development efforts.
  • Preparing other reports and projects as requested from time to time by the partners.
  • Serves as content developer as well as an instructor/presenter in department or firm-wide educational programs.
  • Such other duties as may be assigned.

Professional Development: 

Managers are expected to develop professionally by:

  • Promoting the firm to increase profits by participating in civic, business, and professional organizations, while targeting contacts with professionals (e.g., private equity funds, lawyers, bankers, and realtors).
  • Recruiting qualified staff members and taking on administrative
  • Learning and implementing new technology the firm introduces into the work
  • Participates in career development programs to improve managerial, communication, and interpersonal

Education, Experience and Skills Required:

  • Bachelor’s degree in accounting or Master’s degree in A Bachelor’s or Advanced degree in another business discipline may qualify if it includes enough accounting credits to qualify for the CPA exam.
  • A current and valid certified public accountant’s license is
  • Demonstrated ability to bring in new business to a CPA
  • Ability to communicate clearly and concisely in English, verbal and
  • Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours
  • Must be a member in good standing with the American Institute of CPAs and applicable state society.
  • Proficient in use of computers and be familiar with tax software (preferably CCH) and tax research software.
  • Frequent same day travel for work at client’s offices, meetings, and seminars, using a personal
  • Occasional out-of-town travel with overnight stay for work at clients, meetings, or seminars, often using a personal
  • Occasional overtime work required throughout the Overtime and Saturday work may be required from mid-January through end of April as well as other times throughout the year depending on client needs.
  • Minimal Safety Hazards: General office working

This job description does not list all the duties of the job. You may be asked by partners to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

If you’re interested in this long-term opportunity, apply today by emailing your resume to [email protected].

Classification:  Full-Time, Exempt

Reports to:  Tax Director, Tax Partners

Supervises:  Supervising Seniors, Seniors and Staff Tax Accountants

Summary of Responsibilities:

A Tax Manager is the liaison between the partner, Tax Director, the client, and the professional tax staff.  Managers are responsible for managing multiple tax projects simultaneously, and scheduling, staffing, and coordinating workflow.  Tax Managers develop and train staff and make associations to develop new business for the firm.  The incumbent is also responsible for ensuring the firm complies with tax law on all tax returns prepared and maintaining awareness of any new tax legislation.  The tax manager is also responsible for reviewing and occasionally preparing more complex tax returns.  He/she ensures that any tax paid by clients is the legal minimum by applying appropriate tax planning strategies.

Estimated Years of Experience:

6+ years

Performance Expectations:

  • Responsible for managing all tax-related facets of client projects/engagements regardless of complexity in an efficient, timely and professional matter.
  • Plans, schedules and staffs engagements using firm policies and procedures, delegates responsibilities to tax staff when possible in order to maximize workflow.
  • Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets or client’s business and industries they serve.
  • Supervises staff and provides on-the-job training, reviews tax returns and workpapers prepared by staff. Reviews any changes required or recommendations for improvement with the staff.
  • Motivates tax staff by providing accurate, specific and timely feedback and evaluating their strengths, weakness and progress continually so that staff can make modifications when necessary and continue to grow in their professional development, and acting as a mentor to less experienced staff.
  • Develops and manages budgets for tax preparation projects and reviews causes of any significant deviations from predetermined budgets.
  • Prepares engagement letter for approval by
  • Works to develop responsible, trained staff by preparing performance evaluations.
  • Maintains high professional and ethical standards.
  • Ensures that clients, partners and tax director are kept informed of the status of work in progress as well as all important client developments.
  • Communicates progress of engagements, issues and resolutions to client.
  • Prepares invoices to clients and communicates details of fees to clients.
  • Assists in departmental or firm administration functions as assigned by the Tax Director/Tax Partners.
  • Able to acquire, develop and retain clients. Nurtures and develops relationships with prospective clients for services performed by the firm.
  • Manage all client engagements, regardless of complexity, in an efficient, timely and professional way.
  • Communicates with tax director/partner on a timely basis when issues arise requiring additional expertise, experience or guidance.
  • Performs complex tax research assignments as requested by Tax Director/Partners or as determined in order to meet client needs. Assists tax staff in developing effective tax research skills.
  • Prepares written tax analyses/tax position papers for clients and for dissemination within the department for training purposes.
  • Communicates with various taxing authorities regarding tax notices, billings, etc. Drafting written responses to notices from taxing authorities as well as reviewing written responses drafted by tax staff prior to sending to taxing authorities.
  • Ensures that tax returns prepared by staff are prepared in accordance with the Internal Revenue Code and applicable state laws and regulations.

Assignments:

Managers assume responsibility for all tax projects/engagements and many administrative matters including:

  • Able to perform all professional and administrative functions of subordinates.
  • Prepares staff-level performance reviews.
  • Exhibits strong written and verbal communication skills by disseminating information to staff at all levels of the firm, as well as partners and clients.
  • Preparing engagement budgets.
  • Demonstrates the capacity to earn client’s respect and trust, providing opportunities to sell existing clients new services and attract new business to the firm.
  • Prepares Client Billing (when applicable).
  • Works with minimal supervision and identifies issues to discuss with partners/tax director prior to making decisions.
  • Develops responsible, trained staff by assisting in recruiting, developing training aids and acting as an instructor in professional development programs.
  • Participates in the firm’s business development efforts.
  • Preparing other projects or duties as assigned by the Tax Director or Tax Partners.
  • Serves as content developer as well as an instructor/presenter in department or firm-wide educational programs.
  • Such other duties may be assigned.

Professional Development:

Tax Managers are expected to develop professionally by:

  • Promoting the firm in order to increase profits by participating in civic, business, and professional organizations. Strives to develop and maintain a network of business contacts (e.g. private equity firms, lawyers, bankers and realtors).
  • Recruiting qualified staff members and taking on administrative duties.
  • Learning and implementing new technology introduced into the work environment.
  • Participating in career development programs to improve managerial, communication, and interpersonal skills.

Education, Experience and Skills Required:

  • Bachelor’s degree in accounting or Master’s degree in A Bachelor’s or Advanced degree in another business discipline may qualify if it includes enough accounting credits to qualify for the CPA exam, JD, MST, or EA.
  • An active certified public accountant’s license or other LPC approved certification is required.
  • Demonstrated ability to bring in new business to a CPA firm.
  • Ability to communicate clearly and concisely in English, verbal and written.
  • Continuing professional education as established by the AICPA and applicable state society, averaging 40 hours annually.
  • Must be a member in good standing with the AICPA and applicable state society.
  • Proficient in use of computers and be familiar with tax software (preferably CCH) and tax research software.

Working Conditions

  • Occasional same day travel for meetings at client offices and seminars, using a personal vehicle.
  • Occasional overtime work required throughout the year. Overtime and Saturday work may be required from early February through mid-April and during September-October in order to meet tax deadlines. Additional overtime may be required at other times throughout the year in order to meet client needs.
  • Minimal Safety Hazards. General office working conditions.

The job description does not list all duties of the position.  The Tax Manager may be asked by partners/tax director to perform other duties.  The incumbent will be evaluated based on his/her performance of the tasks as listed in this job description.

Management has the right to revise this job description at any time.  The job description is not a contract for employment and the firm, or the Tax Manager may terminate employment at any time, for any reason.

If you’re interested in this long-term opportunity, apply today by emailing your resume to [email protected].

You can also submit your resume below.