Tax Manager

DeLeon & Stang is a professional services firm focused on helping clients succeed in every meaningful way—from complying with relevant tax laws to optimizing their core business processes.
For more than 35 years, the team at D&S has created a company culture that is centered on professional expertise, but while providing a fun & flexible workplace that offers our team room for endless growth and development opportunities.
We are seeking a Tax Manager with 5 plus years’ experience in technical tax competencies for preparing various returns, federal tax compliance, planning and consulting at a public accounting firm.
This individual will be responsible for managing multiple tax engagements and delivering quality client service.
This position, has significant growth potential, requires strong technical ability combined with good interpersonal communication skills to deliver quality service for our clients.
Experience assisting businesses with tax and consulting matters or government contracting experience is a plus.
CPA license required.
The position would be based in- office at our Leesburg or Frederick office locations, or could be a hybrid blend.
Responsibilities: • Develop a book of business and expands personal production (managed business, new business, and personal billings) according to individual performance plan.
• Supervises staff and carries out supervisory responsibilities in accordance with the firm's policies • Provide technical tax support for the staff and other team members.
• Review of federal, state, individual , partnership and corporation (both C & S) tax returns • Oversee the completion of tax compliance of filing deadlines for the managers’ “responsible client list”.
• Take ownership of multiple engagements and understands the significance of operational effectiveness and firm profitability.
• Manage client expectations.
Understand clients’ current and long-term business objectives and exhibit a strong understanding of how specific transactions impact their business.
• Analyze client needs and proactively proposes solutions focusing on delivering value-added services.
• Manage client relationships as the point of contact for the managers’ “responsible client list” providing distinctive client service through accessibility and proactive interaction.
• Manage the budget for compliance projects and assures efficient completion of tasks by the staff.
• Proactive communications with clients.
• Demonstrate expert knowledge of an area or specialty.
• Provide feedback, establishes goals, and creates career paths for all staff levels.
• Maintain mastery of and helps others develop effective work paper techniques and correct documentation skills, an understanding of Firm and Department administrative procedures and processes, and the use of software • Display leadership beyond immediate workgroup by proactively participating in firm initiatives.
• Strong communication and presentation skills leading to productivity and positive results.
• Maintain client relationships and business expansion and development.
• Prepare invoices and assists with collections for the managers’ “responsible client list”.
• Administrative responsibilities in a predetermined area (systems, training, policy and procedures, recruiting, etc.
) • Monitor, cultivate, educate existing staff, and recruits new talent.
• Maintain business relationships in the industry and other related business associations with the goal of creating a brand name for D&S and growing their book of business.
• Continue to develop industry specialization(s) and expertise in a chosen field(s).
Skills: • Excellent written and verbal communications skills • Possess technical knowledge sufficient to sell and execute engagements in a wide variety of industries • Proven ability to manage, mentor and develop staff • Strong relationship management and practice development skills • Ability to attract and service new clients and expand services to existing clients • Be detail-oriented, possess strong organizational and communication skills, and be capable of working in a paperless environment • High proficiency with tax, accounting and office software applications • Ability to research tax issues • Demonstrates a positive, professional attitude and desire to advance.
• Help maintain a professional and team-oriented environment.
• Follow firm procedures and policies.
• Take ownership of assigned engagements including communicating the status and progress of those engagements and completes within a timeframe.
• Address review points within an agreed-upon timeframe.
• Identify potential risks on projects and seeks guidance.
• Request and learns from feedback.
• Actively seeks work and communicates availability to manager.
• Attend professional development and training sessions to keep up‐to-date with regulatory and industry changes and to meet your individual CPE plan Education/Certification: • Bachelor’s degree in Accounting or related field, or Master’s degree preferred • CPA required