Description

Tax Managers are responsible for the overall coordination and management of engagements assigned to them, ensuring that work is properly completed and supervised. In addition to providing excellent client service, Tax Managers play a critical role in developing and managing talent within the firm. This includes mentoring, coaching, evaluating, and supporting the professional growth of team members, while upholding YHB's values and fostering a positive work environment. Roles and Responsibilities 

 Technical Expertise & Work Quality 

• Develop and possess a thorough understanding of tax accounting fundamentals; sufficient knowledge of the Internal Revenue Code and Regulations and other technical guidance, including industry and practice-specialty standards.
• Develop and demonstrate strong research, analytical, and communication (written and verbal) skills to ensure that clients remain in compliance with tax regulations, to identify potential issues or opportunities, and provide solutions for complex client issues and problems.
• Share in the responsibility for keeping all YHB employees informed on changes in standards, tax laws, regulations, and other current tax matters.
• Develop and maintain specific areas of expertise and focus on these areas.
• Continually develop strong workpaper and tax return review skills.
• Identify problems and be responsible for proposing solutions by applying strong analytical techniques and performing or directing appropriate research of potential solutions.
• Provide solutions for complex client issues by applying analytical techniques and research.

 Client Management & Service 

• Serve as a positive representative of YHB by communicating effectively, professionally, and with respect.
• Ensure confidentiality of all client and firm information while building trust through clarity, accountability, and well-documented procedures.
• Act as a trusted advisor by anticipating client needs, identifying potential issues early, and providing proactive solutions.
• Maintain awareness of emerging regulations and advise clients on compliance and opportunities to expand services.
• Leverage team expertise to manage engagements efficiently, delivering high-quality, value-added service.
• Monitor client deliverables to ensure they consistently meet quality expectations and proactively address any issues that may impact accuracy or timeliness.
• Respond to client inquiries within 24 hours and participate in billing responsibilities as appropriate.

People Leadership & Development 

• Serve as a positive and productive example of Firm Leadership and fulfill all requirements of the Circle Manager role.
• Mentor, coach, and support the career development of Supervisors, Senior Associates, and Associates.
• Provide regular and constructive feedback to team members, ensuring they understand performance expectations.
• Conduct performance evaluations and create development plans to help team members progress in their careers.
• Empower team members through thoughtful delegation and provide the resources and guidance necessary for success.
• Address performance challenges directly and implement improvement plans when needed.
• Encourage collaboration, inclusivity, and continuous learning within teams.

Productivity & Business Development 

• Comply with YHB’s time reporting requirements and take ownership of meeting billable hour expectations while ensuring quality work and appropriate billing realization.
• Recognize the importance of relationship-building by cultivating professional networks through events, civic/industry involvement, and leadership roles.
• Identify and pursue business development opportunities through strategic outreach and analysis of client needs.
• Support firm growth by contributing ideas, coordinating events/webinars, and assisting with proposals and presentations to highlight YHB’s expertise.
• Assist in the delivery of proposals and presentations tailored to current and prospective clients.  

Continuous Learning & Professional Development

• Actively participate in professional development activities during periods of non-billable time such as continuing education, training others, firm committees, and/or firm marketing and business development.
• Promote a culture of quality by encouraging team members to pursue continuous improvement and uphold high standards in all aspects of client service and technical execution.  
• Build upon current knowledge within industry specialization to increase overall technical and functional expertise.
• Set challenging annual goals and to work through challenging assignments, seeking guidance and mentorship from Principals as needed.
• Demonstrate resilience in the face of challenges, maintaining a positive attitude and a solution oriented approach
• Adapt to changing circumstances with flexibility, ensuring that team objectives are met despite unexpected obstacles.
• Acknowledge mistakes and take proactive steps to correct them, demonstrating accountability and a commitment to continuous improvement.

Education, Experience, & Other Requirements 

• Bachelor’s degree in accounting or relevant field required, master’s or advanced degree preferred.
•  Active Certified Public Accountant (CPA) license preferred.  
•  5+ Years of Experience in Public Accounting or equivalent professional experience.
• Possesses a high level of integrity and ability to respect confidentiality.
• Strong leadership, mentoring, and people management skills.
• Excellent communication, time management, and organizational abilities.
• Ability to travel to YHB offices, client sites, and training events.

This description reflects the core activities of the role but is not intended to be all inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time.