Senior Tax Manager

About YHB

At YHB, we transcend the limitations of small firms and the rigidity of large firms. Our culture thrives on building strong relationships - both within our teams and with our clients. We're looking to hire talented individuals who are eager to take charge of their careers, and we provide the resources necessary for your success.

As a Senior Tax Manager at YHB, you will join a vibrant and diverse community of public accounting professionals. This is your chance to forge meaningful connections by acting as a trusted advisor to clients and mentoring junior staff. You will oversee and manage engagements, ensuring their successful completion and review. We can't wait to welcome a seasoned tax accountant who is ready to propel their personal and professional growth within the YHB community!

Key Responsibilities

• Maintain a deep understanding of Generally Accepted Accounting Principles (GAAP) and apply them effectively in your daily work.
• Contribute to the development and maintenance of positive client relationships by:
  • Providing clear and concise updates to Firm Leadership about client return progress.
  • Exhibiting a sense of urgency and commitment to meeting deadlines and client expectations.
  • Ensuring a meticulous review of completed work for accuracy.
• Act as a subject matter expert and trusted advisor, identifying potential issues for YHB tax clients and proposing viable solutions.
• Manage multiple client engagements and team development while meeting client deadlines and budget constraints.
• Review workpapers from Associates and Supervisors, ensuring all feedback is addressed properly.
• Keep YHB employees informed about key changes in tax standards, laws, and regulations.
• Provide mentorship to Associates and Supervisors, sharing valuable insights and best practices.

Technical Skills and Quality of Work

• Develop a thorough understanding of tax accounting fundamentals and possess sufficient knowledge of the Internal Revenue Code and related standards.
• Demonstrate strong research, analytical, and communication skills to ensure client compliance and identify potential issues.
• Proactively identify problems and propose effective solutions through analytical techniques and thorough research.
• Communicate ideas and concepts clearly, producing documentation that requires minimal revision.

Client Management and Service

• Gain the necessary knowledge to address client issues effectively or identify resources to assist.
• Exercise good judgment by recognizing potential issues early in the engagement and presenting solutions to superiors.
• Simultaneously manage client engagements, employee development, and firm responsibilities to meet expectations and deadlines.
• Understand clients' business needs to identify and resolve engagement issues effectively.
• Establish and maintain strong, positive relationships with clients through timely communication.
• Identify opportunities for additional services to clients.

Business Development

• Understand the importance of generating new business by expanding your professional network and participating in leadership roles.
• Generate leads and convert them into business opportunities.
• Engage in YHB marketing activities and assist with promotional efforts.
• Support proposals and presentations for current and prospective clients.

Leadership and Development

• Show a genuine interest in fostering the growth of team members and refining your people management skills.
• Welcome junior staff on engagements, providing on-the-job training and support.
• Delegate effectively and offer relevant feedback to enhance performance.
• Conduct annual evaluations of team members and participate in the design of continuous education sessions.
• Encourage teamwork and maintain a cooperative spirit within YHB.

Required Qualifications

• Bachelor's degree in accounting or a related field.
• Active CPA certification.
• Strong integrity and ability to handle confidential information.
• Exceptional verbal and written communication skills.
• Able to manage multiple tasks simultaneously.
• Knowledge of firm policies and procedures.
• Enthusiastic, self-motivated, with effective time management skills.

Benefits & Perks

We believe your hard work deserves recognition. At YHB, we invest in our people and create a supportive work environment. Enjoy the following benefits:

• Competitive salary with performance-based bonuses.
• Retirement savings plan with a 401(k) and profit-sharing options.
• Comprehensive health, dental, and vision insurance.
• Wellness programs and employee assistance programs.
• Generous paid parental leave and family support.
• Learning and development opportunities, including tuition reimbursement and CPA exam support.
• Internal promotions and career advancement paths.
• Flexible work options (hybrid/remote) and generous paid time off.
• Engaging and inclusive workplace culture with social events and volunteer opportunities.

YHB is dedicated to providing equal employment opportunities for all employees.