17 Accounting Advisory jobs in South Africa

Paraplanner - Financial Advisory

Johannesburg, Gauteng Square 1 Recruitment

Posted 9 days ago

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Job Description

A growing bespoke financial advisory firm is looking for a paraplanner with 3 years experience to join their team. The role will be working with the Director and assisting in the planning of individual and corporate investments and estate planning. The successful person will be able to communicate with all levels of individuals in a professional manner. Interested? Please apply here.

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Manager Financial Advisory Services

Welkom, Free State Crowe Horwath Foederer Carrière

Posted 13 days ago

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Als manager van onze Samenstelpraktijk in Venlo werk je zelfstandig en begeleid je de assistenten van jouw afdeling. Dit geeft je energie en voldoening. Met jouw hands-on en oplossingsgerichte mentaliteit ben jij in staat om de ambities van midden- en kleinbedrijven waar te maken. Je bent initiatiefrijk en creatief waardoor je vorm geeft aan je eigen carrière en de organisatie hierin meeneemt. Dit alles maakt je werk afwisselend en uitdagend!



Jouw kwaliteiten
  • Jij hebt al eerder met dit bijltje gehakt en bent klaar voor een volgende stap;
  • Jij spart graag met gelijkgestemden en vindt het fijn om in een team te werken;
  • Jij houdt van structuur, maar ook van een ongedwongen samenzijn met collega’s op zijn tijd;
  • Jij bent een sparringpartner voor collega’s en klanten;
  • Jij bent verantwoordelijk voor de planning, het samenstellenen reviewen van jaarrekeningen;
  • Jij draagt actief bij aan de voortdurende optimalisatie en digitalisatie van de dienstverlening;
  • Jij neemt graag de leiding over een verscheidenheid aan projecten en je deelt jouw visie en ervaring graag met het team;
  • Jij bent in staat kritisch te zijn ten opzichte van eigen werkzaamheden en dat van teamleden, je signaleert tijdig mogelijke problemen en draagt zorg voor mogelijke oplossingen;
  • Jij hebt een afgeronde AA opleiding en ruime werkervaring in Accountancy.


Waar jij jouw kracht voor inzet

Jij neemt graag de leiding in het gehele cliënttraject, neemt verantwoordelijkheid en fungeert als veelzijdige gesprekspartner. Je wordt gewaardeerd als expert binnen jouw vakgebied en streeft ernaar waardevolle cliëntrelaties op te bouwen te onderhouden. Je ziet kansen in de markt en weet deze ook te benutten.

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Relatiebeheerder Financial Advisory Services

Welkom, Free State Crowe Horwath Foederer Carrière

Posted 19 days ago

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Job Description

Wil jij als professional met een hands-on en oplossingsgerichte mentaliteit ondernemers in het midden- en kleinbedrijf helpen hun ambities waar te maken? In de rol van relatiebeheerder werk je aan je eigen klantenportefeuille, coach je klanten en collega’s en werk je aan uiteenlopende opdrachten. Tegelijkertijd blijf je jezelf ontwikkelen en nieuwe dingen leren. Als Relatiebeheerder op onze samenstelafdeling in Venlo is elke dag afwisselend. Je krijgt veel vrijheid en verantwoordelijkheid binnen een professioneel en betrokken team, met volop ruimte om je eigen aanpak te bepalen. Dit alles doe je samen met een sterk en enthousiast team.


Jouw kwaliteiten
  • Jij bent graag projectverantwoordelijk voor een pakket van aansprekende klanten.
  • Jij kent alle ins en outs van het samenstellen van jaarrekeningen en tussentijdse rapportages.
  • Jij vindt het leuk om anderen op te leiden, te coachen en het werk van assistenten te reviewen.
  • Jij bent een kei in het goed adviseren en begeleiden van klanten bij het verwerken en analyseren van financiële gegevens.
  • Jij bent een sparringpartner voor collega’s en klanten en werkt graag in een team.
  • Jij draagt actief bij aan de optimalisatie en digitalisatie van de dienstverlening.
  • Jij neemt graag de leiding over diverse projecten en deelt jouw visie en ervaring met het team.
  • Jij hebt een afgeronde Post HBO Accountancy opleiding.
  • Jij hebt minstens 5 jaar ervaring in de Accountancy.
Waar jij jouw kracht voor inzet

Gedreven, betrokken en een mensenmens. Dat ben jij ten voeten uit. Met veel verantwoordelijkheid en vrijheid ben jij op je best. Je houdt ervan om projectverantwoordelijk te zijn en draagt graag je kennis en ervaring over aan anderen. Je begeleidt assistenten en coacht hen in hun groei, terwijl je zelf ook nog steeds ‘in het veld’ staat en blijft leren. Je hebt een sterk analytisch inzicht en weet financiële gegevens om te zetten in waardevolle adviezen voor jouw klanten. Geen dag is hetzelfde, en dat maakt deze functie uitdagend en dynamisch.

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Senior Assistent Accountant Financial Advisory Services

Welkom, Free State Crowe Horwath Foederer Carrière

Posted 13 days ago

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Job Description

Heb jij gevoel voor het verhaal achter de cijfers en houd je van samenwerken, adviseren en toegevoegde waarde leveren? Dan is dit een interessante vacature voor jou!

Door de groei van onze organisatie zijn wij continu op zoek naar talentvolle collega’s voor ons team in Venlo. Vraagstukken die bij onze MKB klanten spelen maken jou enthousiast en geven je de uitdagingen waar je naar op zoek bent.Binnen het team van Financial Advisory Services in Venlo krijg je alle ruimte voor persoonlijke ontwikkeling. Je leert door samenwerking met je directe collega’s, maar ook van collega’s in andere servicelines. Als Senior Assistent Accountant op onze samenstelpraktijk kun je hiermee aan de slag. Je start als Senior Assistent Accountant en krijgt de mogelijkheid om op jouw eigen manier door te groeien tot een volwaardig MKB-accountant & adviseur.



Jouw kwaliteiten
  • Je hebt een afgeronde hbo-opleiding en bent bezig met Post HBO AA;
  • Je hebt teamspirit, een flinke dosis enthousiasme en zoekt de perfecte balans tussen eigen verantwoordelijkheid en samenwerken;
  • Je wilt kwaliteit leveren, hebt een sterk analytisch vermogen en houdt overzicht over de dienstverlening aan je klant;
  • Je houdt van adviseren, communiceren en meedenken met de klant;
  • Je werkt graag in een omgeving waar innovatie en kwaliteit voorop staan;
  • Je durft out-of-the-box te denken en komt met frisse ideeën om processen te verbeteren;
  • Je houdt van afwisseling in je werk en hebt ervaring met Exact Online of een vergelijkbaar boekhoudprogramma;
  • Je wilt een allround en generalistische MKB-accountant & adviseur worden.


Waar jij jouw kracht voor inzet

Kloppende cijfers geven jou energie! In deze functie draag je zorg voor klantadministraties, het klaarzetten van betalingen en het voorbereidende werk van BTW-aangiftes. Je bent in staat om zelfstandig een volledige boekhouding te voltooien en werkt nauw samen met klanten en collega’s om de beste resultaten te behalen. Geen dag is hetzelfde, dankzij de uiteenlopende vraagstukken die van belang zijn voor MKB-ondernemers.

Met jouw brede ervaring en intrinsieke motivatie neem je de rol van trusted advisor op je. Je weet jouw technische kennis te combineren met een sterke betrokkenheid bij de klant. Naast je werk voor MKB-klanten ondersteun je grotere klanten bij het Pré-Audit proces, waarbij je helpt met het opstellen van jaarrekeningen en een adviserende rol vervult. Dit maakt jouw werk dynamisch, uitdagend en vol mogelijkheden om je verder te ontwikkelen.

Ons kantoor in Venlo biedt een fijne en professionele werkomgeving, waar je de ruimte krijgt om jezelf te ontwikkelen. Je werkt in een gedreven team waarin samenwerking centraal staat en waar ook ruimte is voor gezelligheid, zoals een gezamenlijke lunch of een borrel.

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Senior assistent accountant financial advisory services

Welkom, Free State Crowe Horwath Foederer Carrière

Posted today

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Job Description

permanent
Heb jij gevoel voor het verhaal achter de cijfers en houd je van samenwerken, adviseren en toegevoegde waarde leveren? Dan is dit een interessante vacature voor jou! Door de groei van onze organisatie zijn wij continu op zoek naar talentvolle collega’s voor ons team in Venlo. Vraagstukken die bij onze MKB klanten spelen maken jou enthousiast en geven je de uitdagingen waar je naar op zoek bent. Binnen het team van Financial Advisory Services in Venlo krijg je alle ruimte voor persoonlijke ontwikkeling. Je leert door samenwerking met je directe collega’s, maar ook van collega’s in andere servicelines. Als Senior Assistent Accountant op onze samenstelpraktijk kun je hiermee aan de slag. Je start als Senior Assistent Accountant en krijgt de mogelijkheid om op jouw eigen manier door te groeien tot een volwaardig MKB-accountant & adviseur. Jouw kwaliteiten Je hebt een afgeronde hbo-opleiding en bent bezig met Post HBO AA; Je hebt teamspirit, een flinke dosis enthousiasme en zoekt de perfecte balans tussen eigen verantwoordelijkheid en samenwerken; Je wilt kwaliteit leveren, hebt een sterk analytisch vermogen en houdt overzicht over de dienstverlening aan je klant; Je houdt van adviseren, communiceren en meedenken met de klant; Je werkt graag in een omgeving waar innovatie en kwaliteit voorop staan; Je durft out-of-the-box te denken en komt met frisse ideeën om processen te verbeteren; Je houdt van afwisseling in je werk en hebt ervaring met Exact Online of een vergelijkbaar boekhoudprogramma; Je wilt een allround en generalistische MKB-accountant & adviseur worden. Waar jij jouw kracht voor inzet Kloppende cijfers geven jou energie! In deze functie draag je zorg voor klantadministraties, het klaarzetten van betalingen en het voorbereidende werk van BTW-aangiftes. Je bent in staat om zelfstandig een volledige boekhouding te voltooien en werkt nauw samen met klanten en collega’s om de beste resultaten te behalen. Geen dag is hetzelfde, dankzij de uiteenlopende vraagstukken die van belang zijn voor MKB-ondernemers.Met jouw brede ervaring en intrinsieke motivatie neem je de rol van trusted advisor op je. Je weet jouw technische kennis te combineren met een sterke betrokkenheid bij de klant. Naast je werk voor MKB-klanten ondersteun je grotere klanten bij het Pré-Audit proces, waarbij je helpt met het opstellen van jaarrekeningen en een adviserende rol vervult. Dit maakt jouw werk dynamisch, uitdagend en vol mogelijkheden om je verder te ontwikkelen.Ons kantoor in Venlo biedt een fijne en professionele werkomgeving, waar je de ruimte krijgt om jezelf te ontwikkelen. Je werkt in een gedreven team waarin samenwerking centraal staat en waar ook ruimte is voor gezelligheid, zoals een gezamenlijke lunch of een borrel. #J-18808-Ljbffr
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Regional Sales Manager - Tied Financial Advisory Services * Neg

Johannesburg, Gauteng BA Personnel

Posted 19 days ago

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Job Description

Introduction

BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors.

Excellent opportunity for a highly experienced Distribution Sales Manager: TIED FINANCIAL ADVISORY SERVICES with vast product experience to meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.

Duties & Responsibilities

Leadership and Direction

  • Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision and values; motivate people to commit to these and to doing extraordinary things to achieve local business goals.
  • Develop tactical plans for optimizing resources and assets being managed to deliver on the Tied Financial Advisory Services strategy to meet business growth requirements.
  • Effectively align channel objectives to overall organizational / business objectives in order to meet profit targets.

Business Planning

  • Develop and propose annual business plans for the Tied Financial Advisory Services ensuring alignment with strategy.
  • Meet growth objectives in all distribution channels in the Life and Wealth, Personal lines and Commercial Lines channels.
  • Recommend financial and headcount budgets; propose business targets (e.g., revenues or other key performance indicators); and schedule key activities/projects, ensuring integration with other elements of the organization.

Stakeholder Engagement (Internal and External)

  • Identify and manage stakeholders up to top management level, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

Promoting Customer Focus

  • Manage, monitor and ensure that exceptional customer service is delivered across the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.

Organizational Capability Building

  • Evaluate the capabilities of individuals within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility.
  • Coach and mentor others to support the development of the organization's talent pool.

Compliance

  • Accountable for planning, monitoring and controlling the Risk and Governance of the distribution channels in the Life and Wealth, Personal lines and Commercial Lines.
  • Drive the application of good governance principles and legislative compliance within the environment.

Performance Management

  • Manage and report on the performance of the function / business area; set appropriate performance objectives for direct reports and hold them accountable for achieving these; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Personal Capability Building

  • Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
  • Sell complex, often customized products and services to significant customers and/or manage a significant sales department.
Desired Experience & Qualification

General Education

  • Grade 12/ SAQA Accredited Equivalent (Essential); FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous); Management and/or coaching qualification (Advantageous)

General Experience

  • 8 or more years' experience managing a sales-driven team or multi-teams in the financial sector (Essential); Experience within life and wealth long-term insurance industry (Essential); Previous Tied Agent Experience (Advantageous)

Managerial Experience

  • 5 or more years' regional or multi-team managerial experience within a financial services environment (Essential)
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Manager – Financial Services Advisory

Johannesburg, Gauteng BDO South Africa Incorporated

Posted 13 days ago

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Join to apply for the Manager – Financial Services Advisory role at BDO South Africa

Join to apply for the Manager – Financial Services Advisory role at BDO South Africa

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices - and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties And Responsibilities

  • Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:
  • proper planning before the assignment,
  • appropriate coaching during the assignment,
  • attention to quality of the deliverable and the supporting documentation, adequately completing provisions,
  • managing the WIP appropriately and within budget, where applicable, billing the engagement, and
  • closing the engagement.
  • Is an effective project manager
  • Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.
  • Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.
  • Establish effective working relationships directly with key clients and broader BDO stakeholders.
  • Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation
  • Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.
  • Assess and manage project risks, processes, and controls.
  • Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.
  • Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.
  • Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.
  • Takes on operational role/s within the business, in addition to allocated client assignments
  • Participate in proposal development as and when required
  • Participate in training efforts

Qualifications

  • Bcom Internal Audit
  • Bcom Information Systems/Informatics
  • Bsc Computer Science
  • CISA, CA(SA) or CRISC

Experience And Knowledge

  • 5 to 6 years of IT Audit Experience
  • Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Technical Competencies

  • General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Behavioral Competencies

  • Effective Communication Skills, both written and verbal.
  • Problem-solving techniques and effective conflict management skills.
  • People management skills
  • Ability to engage with top management and clients.
  • Ability to establish and maintain strong relationships.
  • Mentoring and coaching skills

BDO Core Competencies

  • Relationships and Collaboration
  • Exceptional Client Service
  • Business Growth
  • Engaging people
  • Leadership
  • Quality, Risk management and Operational performance

The appointment will be made in terms of the firm’s Employment Equity Policy.

Only short-listed candidates will be contacted.

#NR

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Accounting

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Manager ? Financial Services Advisory

BDO South Africa

Posted 25 days ago

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Job Description

permanent

At BDO, we believe in investing in our people to help them grow, both professionally and personally. The foundation of our business is strong relationship, with colleagues, clients and other stakeholders and we work hard every day to make this a reality. Our commitment is to create unlimited growth by giving our people continuous opportunities.

BDO’s global organisation extends across 167 countries and territories, with 88,120 people working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service. Our firms across the organisation cooperate closely and comply with consistent operating principles and quality standards.

BDO South Africa has vacancies for Managers to join our Financial Services Advisory Division in our Johannesburg Offices.

The Manager manages work assignments to completion within the allocated time frame and to an appropriate standard (quality). In addition to managing client engagements, the Manager should be able to effectively mentor and coach team members, while having a strong focus on business development and internal initiatives.

Main Duties and Responsibilities:

  • Take ownership of, and manages work assignments to completion within the allocated time frame and to an appropriate standard (quality), through:

    -    proper planning before the assignment,

    < >-    appropriate coaching during the assignment,

    < >-    attention to quality of the deliverable and the supporting documentation, adequately completing provisions,

    < >-    managing the WIP appropriately and within budget, where applicable, billing the engagement, and

    < >-    closing the engagement.

    /li>
  • Is an effective project manager
  • Track any delays and overruns and raises these at the relevant partner catch-ups and client meetings. Get immediate and timely agreement from the client to overruns.
  • Reviews written documents to ensure that they are organised, well-written, referenced and easy to follow.
  • Establish effective working relationships directly with key clients and broader BDO stakeholders.
  • Bring industry insights and recommendations to the client during client discussions. Ensures value-added delivery to the client driving sustainability of client relationship and work allocation
  • Coordinate and lead meetings with the key client stakeholders and internal senior stakeholders in the absence of the partner.
  • Assess and manage project risks, processes, and controls.
  • Develop a comprehensive understanding of the client’s processes and methodologies, including the reviews of process flows.
  • li>Develops a more strategic view of the business and participates in strategic initiatives through the coaching of the partners.
  • Able to lead initiatives from commencement to conclusion with minimal coaching and mentoring. Understands when to request input or assistance.
  • Takes on operational role/s within the business, in addition to allocated client assignments
  • Participate in proposal development as and when required    
  • < i>Participate in training efforts 

Qualifications:

  • Bcom Internal Audit   
  • < i>Bcom Information Systems/Informatics    < i>Bsc Computer Science    < i>CISA, CA(SA) or CRISC

Experience and Knowledge:

  • 5 to 6 years of IT Audit Experience
  • Knowledge of General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Technical Competencies:

  • General IT Controls, Application Controls, Data Analytics, ISAE 3402 reviews, Business process analysis

Behavioral Competencies:

  • Effective Communication Skills, both written and verbal.
  • Problem-solving techniques and effective conflict management skills.
  • People management skills
  • Ability to engage with top management and clients.
  • Ability to establish and maintain strong relationships.
  • Mentoring and coaching skills

BDO Core Competencies:

  • Relationships and Collaboration
  • Exceptional Client Service
  • Business Growth
  • Engaging people
  • Leadership
  • Quality, Risk management and Operational performance

The appointment will be made in terms of the firm’s Employment Equity Policy.

p>Only short-listed candidates will be contacted.

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Financial Advisory Practitioner – Shape Your Future, Empower Others Opportunities in Johannesburg

Johannesburg, Gauteng EQ-FIN

Posted today

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permanent
Join EQ-FIN as a Financial Advisory Practitioner Shape Your Future, Empower Others Opportunities in Johannesburg (full training provided) Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate benefits. We aim to be the first choice for clients and financial advisers in South Africa and aspire to become the largest, tied independent insurance distribution company in the world. EQ-FIN is committed to job creation as a means to promote a healthier South Africa, as well as ongoing Corporate Social Responsibility work. Role Description This is a full-time hybrid role for Financial Advisors, based in Johannesburg; with some work from home options available. The Financial Advisor will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products. The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals. Qualifications Financial Planning / Financial Advisory skills (will be trained on) Minimum 2 years work experience essential Knowledge of Finance, Investments and Retirement Planning Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to build and maintain strong relationships with clients Relevant industry qualifications such as CFP or FAIS an advantage A Bachelors degree in Finance, Business Administration, or related field an advantage Own car and a valid drivers license essential Must have a clear credit record and criminal record Must be a South African Citizen or South African Permanent Resident with a South African ID number You will be provided with formal, ongoing in-house training through our best of the breed Academy, Liberty or other registered Educational Institutions. You will also complete the prescribed Regulatory exams and obtain accreditation with the Financial Services Regulatory authority with our assistance. It also requires continuous professional development enabling you to earn CPD points throughout the learning journey. If you think you fit the bill and have ambition to join a respected, reputable financial services business apply now and contact me on or 27 (0) XXX-XXX for a confidential career discussion.
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Tax Manager Client Advisory & Compliance (Public Accounting)

Gauteng, Gauteng ZipRecruiter

Posted 7 days ago

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Job Description

Job DescriptionJob Description


Reports To: Partner / Tax Director
FLSA Status: Exempt
Location: Dublin, OH
Department: Tax Services

Position Summary:

The Tax Manager is a key leadership position within the firm, responsible for managing and reviewing complex tax engagements for individuals, partnerships, corporations, and trusts. This role involves client relationship management, tax compliance and planning, staff supervision, and ensuring work is performed in accordance with professional standards and firm policies. The Tax Manager serves as a mentor and technical resource for junior staff and plays a vital role in identifying tax-saving strategies and risk mitigation opportunities for clients.

Key Responsibilities:

  • Oversee and review the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

  • Provide strategic tax planning and consulting services to clients in various industries.

  • Conduct tax research and stay informed on current tax legislation to ensure compliance and maximize client benefits.

  • Supervise, mentor, and develop tax staff and senior associates; provide regular performance feedback and coaching.

  • Manage multiple engagements and ensure client deadlines and budgets are met.

  • Communicate effectively with clients, partners, and team members on technical matters and engagement progress.

  • Identify and assist in the implementation of process improvements for tax workflow and client service delivery.

  • Assist with business development efforts and participate in client proposal processes.

Qualifications:

  • CPA license required.

  • Bachelor’s degree in Accounting or related field; Master’s in Taxation .

  • 5+ years of progressive tax experience in public accounting, with at least 2 years in a supervisory or management role.

  • Strong technical knowledge of tax laws and regulations, including multi-state and federal taxation.

  • Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, GoSystem, BNA, or similar).

  • Excellent organizational, project management, and communication skills.

  • Ability to lead, motivate, and develop a team in a fast-paced environment.

Similar Titles:

Tax Manager – Client Advisory & Compliance (Public Accounting); Tax Manager – Individual & Business Tax Planning and Compliance; Experienced Tax Manager – CPA Firm, Client-Facing Role; Tax Manager – Corporate, Partnership & Trust Tax Expertise; Tax Manager – Leadership Role in Tax Strategy & Compliance; Senior Tax Manager – Public Accounting & Staff Oversight; Tax Manager – Review & Planning for Complex Returns; Tax Manager – Mentor, Planner & Compliance Leader; Tax Manager – High Net-Worth & Business Clients (CPA Firm)

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