Tax Manager

As a Tax Manager at Thomas, Judy & Tucker, your primary responsibilities will include reviewing and managing business and individual tax returns, providing consulting services to closely held businesses, and mentoring junior tax staff. You'll work closely with firm leadership to develop tailored tax strategies that support the financial success of our middle-market clients. The role also involves staying updated on federal and state tax regulations to ensure compliant practices and excellent client advisory.

To be considered for the Tax Manager position at Thomas, Judy & Tucker, you should have at least five years of experience in public accounting, particularly in tax services. An active CPA certification is required. Candidates should exhibit strong communication skills to manage client relationships effectively and have expertise in reviewing tax returns for S-corps and C-corps. Familiarity with CCH Axcess Tax and Engagement software is advantageous.

Thomas, Judy & Tucker is committed to promoting a healthy work-life balance for Tax Managers. The firm offers reasonable hour expectations during peak seasons and implements a 4-day, 36-hour work week when business slows down. Additionally, flexibility in work schedules and remote working options for qualified candidates further enhance an enjoyable and balanced work environment, allowing you to thrive both personally and professionally.

As a Tax Manager at Thomas, Judy & Tucker, you'll have the opportunity to work with a variety of industries, including real estate, hospitality, manufacturing, construction, and non-profit organizations. This diversity will ensure that you gain valuable experience and insights across different sectors, enhancing your skill set and enabling you to provide focused, industry-relevant tax services.

As a Tax Manager at Thomas, Judy & Tucker, you'll enjoy a comprehensive benefits package that includes covered health insurance, flexible paid time off, dental and vision insurance, automatic employer 401(k) contribution, and parental leave. The firm also provides relocation assistance and offers the flexibility to work remotely for qualified professionals, ensuring that your needs are met both inside and outside of work.

When answering this question, emphasize your specific experiences preparing tax returns for partnerships and S-corps or C-corps. Discuss the complexities involved in these preparations and highlight any software tools you have used, such as CCH Axcess Tax. It’s beneficial to mention how you ensure accuracy and compliance in every submission.

You can explain your strategy for staying informed by subscribing to relevant tax publications, attending webinars and tax seminars, and being active in professional organizations. Mention any particular resources or networks you find most helpful and how you apply this knowledge in your consulting work with clients.

Discuss your approach to client relationships, emphasizing active communication, understanding client needs, and providing personalized service. Share examples of how your proactive approach led to improved client satisfaction or loyalty, showcasing your ability to foster lasting relationships.

To respond effectively, share a specific situation where you encountered a tax problem, discuss the steps you took to research and resolve it, and highlight the outcome. Emphasize your problem-solving skills and the importance of thorough tax research in finding a resolution.

Talk about your passion for mentoring and developing the skills of junior staff. Describe how you facilitate learning through structured training sessions, one-on-one guidance, and providing constructive feedback. Explain the impact this has on their growth and the quality of work within the team.

Highlight the importance of clear communication, setting defined goals, and fostering a collaborative team culture. Discuss how you motivate your team, handle conflicts, and ensure that all members feel valued and engaged in their work.

Explain your time management strategies, such as using prioritization tools or techniques, setting deadlines, and delegating tasks effectively based on team members’ strengths. Mention how you maintain productivity without sacrificing quality during peak times.

Respond by detailing your experience navigating through state and federal tax codes. Provide examples of specific cases where you had to conduct research to support client compliance and planning efforts, showcasing your thorough and methodical approach.

Discuss recent tax reforms or trends you have observed and how you apply that knowledge to your work. Emphasize your adaptability and openness to continuous learning, which allows you to stay relevant and provide the best service to your clients.

Articulate your motivation by connecting your professional goals with the values and missions of Thomas, Judy & Tucker. Mention what excites you about working with middle-market businesses and contributing to a firm known for its collaborative environment and strong growth.