Townsend Asset Management’s mission is to guide families to financial security. Assisting our clients with their tax compliance and planning with that mission in mind is critical. We are looking for a Tax Department Head/Manager to lead our tax servicing team in implementing and overseeing the department’s services to our clients. The candidate will be responsible for all aspects of the tax planning service for our clients including: the supervision and training of our tax specialists, optimizing workflow, and managing client interaction with respect to our tax solutions.
- CPA Required
- 3+ years experience in tax preparation
· Managing client engagements from start to finish which includes planning, executing, directing and completing tax projects, managing the budget, meeting deadlines and client expectations.
· Supervise, train, and mentor tax specialists on client engagements and technical issues.
· Identify and implement tax planning and consulting opportunities.
· Review tax returns prepared by staff and make recommendations on return preparation regarding accuracy, tax savings opportunities and compliance with tax law.
· Prepare complex tax returns and prepare tax payments, as needed.
· Maintain good working relationships with clients to enhance customer satisfaction and work with client management and staff at all levels to perform tax services.
· Identify and assist with implementation of tax planning and tax savings strategies.
· Research and consult on complex tax matters.
· Research the implications of tax laws to discuss with Partners and advise clients on tax-related issues.
· Demonstrates initiative, creativity, and imagination on approaching work.
· Facilitates in-house training.
· Develops and maintains expertise in the taxation area, responsible to keep staff in the firm informed of changes and developments in the taxation area.
About Townsend Asset Management
Townsend Asset Management is a full-service Registered Investment Advisor in Raleigh, NC. We have offered investment, financial and tax planning services to our clients since 1982. The company has enjoyed steady growth through retention of the client base and a continual flow of referrals from satisfied clients. Townsend is seeking highly motivated individuals who want to join a fast-paced, growing organization.