Tax Manager

Position Overview

Parsec’s mission is to help guide clients to financial security. Assisting clients with their tax compliance and planning with that mission in mind is the goal of Parsec Tax Services.  The Tax Manager (TM) is responsible for implementing and overseeing the department’s services to our clients.  This includes both tax planning and compliance engagements with clients, and longer-term strategies such as IT, workflow design and staff planning.  The TM may supervise Tax Specialists and other support staff.     The TM will oversee the software use of the tax department to ensure it is being used to its fullest potential and that workflows are as efficient as possible.

Duties & Responsibilities

The Tax Manager will work with Tax Directors to manage all aspects of Parsec Tax Services including:

• Review of tax compliance and consulting engagements performed by Senior Tax Specialists and Tax Specialists, including their preparation of tax returns for individuals, businesses, fiduciaries, and other entities.
• Find and implement opportunities for process improvement in company tax procedures.
• Oversight and management of tax office information technology, including hardware, software and cloud-based applications used for tax return preparation, research and planning.
• Management of client relationships and performance of higher-level tax planning, consulting and compliance engagements.
• Assisting Tax Directors with management of client billing and receivables
• Assisting Tax Directors with department revenue and expense analyses, budgeting and planning.
• Assisting Tax Directors with supervising Senior Tax Specialists and Tax Specialists including conducting performance reviews as needed.
• Supporting and assisting Parsec Wealth Management Advisors in their delivery of services and support to their respective clientele.

Qualifications

The Tax Manager position typically requires the following qualifications:

• CPA designation.
• 5+ years of experience in accounting, with an emphasis in tax services.
• 2+ years of experience supervising staff and reviewing tax returns and planning engagements.
• Proficiency in tax and accounting software.
• Proficiency in Microsoft Office and CRM.
• Strong knowledge of tax code, compliance and procedures.

• Collaborative and able to work effectively with others.
• Able to communicate tax strategies to clients in an engaging and understandable fashion.
• Willingness to continually learn, adapt and apply new tax laws, regulations, rulings and case law.

Core Competencies

Job-Specific Core Competencies

• Creative problem solver, and competent decision maker.
• Quickly identifies and understands issues, problems, and opportunities.
• Provides clear and actionable feedback on an ongoing basis.
• Continuously exhibits personal integrity and professional initiative.
• Delegates assignments and decisions in a manner that develops others.
• Must be organized, detail-oriented and able to re-prioritize tasks.

Firm-Wide Core Competencies

• Recognizes what tasks are most critical and gives those tasks more time, attention, and energy.
• Is honest, open and transparent.
• Demonstrates a commitment to accuracy by delivering high quality, error-free work.
• Maintains knowledge in given area of expertise.
• Demonstrates ability to work successfully in an entrepreneurial, small company environment.
• Highly adaptable to change and open to new ideas.
• Provides the information people need to know to do their jobs and to feel good about being a part of the team and organization.

To be considered for employment all applicants must send in a résumé, as well as a cover letter that details salary requirements and why he/she is qualified.  Before being hired, a candidate will be asked to submit to a criminal and credit background check. 

How to apply:

Applicants should send a cover letter and résumé to Director of Operations, Parsec Financial, PO Box 2324, Asheville, NC  28802 or email to news@parsecfinancial.com.  Résumés without cover letters will not be read.  No calls.