Tax Manager

Job Description

Whalen CPAs is a well-established, progressive and growth-minded CPA firm located in Worthington, Ohio. Established in 1945, our firm provides Tax, Assurance, and Advisory Services to a wide range of businesses and individuals in all types of industries.

We are fortunate to have a talented and committed staff. We believe that the quality of their work is a direct result of the family-friendly environment and culture of our workplace. Whalen has been a pioneer in the industry by providing work-life balance and enhanced benefits long before it was dictated in the business environment.

Whalen CPAs is currently seeking a Tax Manager with a desire to grow and advance.

Role and Responsibilities:

Completes, oversees and reviews tax return preparation including completion of planning and wrap-up procedures

Maintains and develops strong relationships with clients by meeting with client leaders and other stakeholders to understand their business and trends in their industry

Supervises, trains and instructs staff and senior associates on engagements and ensures all deliverables are accurate and conclusions are documented properly

Oversees creation of engagement plans and approaches for team members and confirms all firm standards are met

Evaluates and adjusts engagement processes and approaches to ensure projects are completed accurately and efficiently

Supports department’s overall planning efforts including assignment of projects, creation of project budgets and development of department’s staffing plan

Monitors and reviews engagement realization reports and budgets for projects they oversee

Reviews client issues, evaluates solutions, determines recommended approach and communicates with clients and firm leaders

Oversees technical research completed by team members and provides a summary of findings to engagement team and clients as needed

Performs complex technical research

Focuses on professional and leadership development

Participates in hiring, on-boarding and training programs for department

Supports and participates in implementation of special projects to improve the department and firm

Position Requirements:

Bachelor’s Degree in Accounting required

Minimum 5 years of experience in professional services role

CPA required

Advanced knowledge of IRS regulations is required

Experience conducting complex technical research and drawing conclusions from research

Advanced knowledge of relevant computer applications including Microsoft Applications

Strong interpersonal and communication skills is required

Problem analysis and problem solving

Development of leadership skills is required

Experience managing engagement teams

Confidentiality and professionalism

Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

“Being smart, technically competent, and remarkably human are requirements.”

Even if you don’t check all the boxes, apply! You’ll be glad you did.

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Full-time