Now Hiring: Tax Manager1 min read

Position: Manager
Department: Tax
Status: Full-time

Position Summary
A Manager in the Tax Department ensures that high-quality work is delivered, customers are satisfied, and the department is profitable.


Tax Document Review

  • Conducts thorough reviews of the following work completed by colleagues:
    • Individual returns
    • Business returns
    • Tax projections
  • Signs off on individual and business returns
  • For quality assurance purposes, conducts random reviews of the following work completed by colleagues:
    • Individual returns
    • Business returns
    • Property tax returns
    • 1099s
    • Extensions
    • Quarterly returns
    • Deferred tax calculations
    • Fixed asset reconciliations
    • Intangible amortization schedules

Tax Document Preparation

  • Based on department staffing and workflow, may prepare more complicated individual and business returns

Tax Consulting

  • Counsels customers on tax strategy
  • Prepares tax projections
  • Meets with customers to present returns

Department Leadership

  • Participates in activities related to growing the department and maximizing productivity and profitability

Customer Account Management

  • Monitors customer satisfaction
  • Manages any customer satisfaction issues that arise
  • Proactively identifies areas where Simons Bitzer can further help the customer and pursue provision of these additional services
  • Employee Management & Development
  • Participates in employee selection, especially of Associates and Accountants in the Tax Department
  • Leads hiring of Senior Accountants in the Tax Department and provides direct management and coaching of them, including providing onboarding and conducting performance evaluations
  • Leads professional development of Tax Department team members

Company Support

  • Participates in company meetings
  • Participates in the company’s LinkedIn presence
  • Contributes ideas and feedback regarding company marketing efforts
  • Participates in marketing/sales activities as requested

Professional Development

  • Participates in internal and external training and informal learning activities in order to maintain up-to-date accounting knowledge
  • Continually researches rules and trends in tax accounting

Behavioral Competencies

  • Demonstration of strong customer service both internally and externally.
  • Demonstration of utmost professionalism in appearance, communication and manner both internally and externally.
  • Demonstration of ethical, honest behavior at all times.
  • Demonstration of capacity to work independently with limited guidance from customers or colleagues.
  • Demonstration of commitment to continuous improvement internally and externally.
  • Demonstration of work/life balance and positive stress management.

Working conditions

  • Work at the Simons Bitzer office and client sites
  • Must work during standard office hours
  • Additional evening/weekend hours necessary January-April
  • Extensive computer work


  • Education: Bachelor’s degree required; completion of CPA required
  • Experience: At least 4 years as an accountant; public accounting experience desired
  • Technical competencies: QuickBooks, Microsoft Office, Ultra Tax (preferred)

Ready to Apply?

© 2020 Simons Bitzer & Associates, PC  Privacy Policy

© 2020 Simons Bitzer & Associates, PC

Privacy Policy

Share This