tax ManagerRoxas Cruz Tagle and Co.

Reporting to: Partner
Role Purpose
Supervise and review the Tax Associate in gathering and processing client documents, dealing with client interviews and in report writing.
Execute tax engagements in a timely manner and ensure that the needs of the clients and of the Manager/Partner are resolved.
Principal Accountabilities
Implementing policies and procedures to carry out her / his area of responsibility for the Firm, including effective administration of the department
Use and continue to build network and contacts to develop business
Negotiate and resolve engagement-related problems, (e.g. deliverables, timing)
Demonstrate and set high standards of behaviour, performance quality, credibility and integrity
Expand value-added services to existing clients by capitalizing on opportunities within and across lines of service
Formulate client service plans to maximize net revenues through a combination of services
Identify ways to leverage technology to ensure effective knowledge management and efficient engagement execution
Develop and maintain an expertise in the taxation area, including but limited to tax treaties, transfer pricing and practices in other jurisdictions and act as a resource for tax staff
Represents clients before the tax authorities
Delegates work to tax staff and supervise their work
Review all tax returns and submissions to the tax department and deliverables to clients
Prepare tax planning and estimates and becomes involved in planning for more complex clients Directs and coordinates tax planning for less complex client situations
Assist audit, accounting and advisory staff in client meetings on tax matters
Review tax accruals and associated working papers
Assume responsibility for the smooth flow of tax returns and continues improvement efforts
Keep all staff in the firm informed of changes and developments in the taxation area
Plan, coordinate and conduct training necessary to develop and maintain the competence of all personnel, on a need-to-know basis, in the taxation area
Develop and identify capability of the firm to provide additional needed services for clients in the taxation area
Establish and maintain sources of expertise outside the firm as needed to make a full range of services available to our clients
Educational and professional qualifications
Candidate must be a graduate of Bachelor Science in Accountancy at the minimum.
Certified Public Accountant (CPA)
4 to 6 years of post-qualification experience in public accounting and tax, preferably in a public accounting firm
Should be a team leader and should ensure that value-added services are provided to new and existing clients
Should have excellent interpersonal, oral and written communication skills
Should have a strong personality and excellent presentation skills
Should be proactive with staff and clients and be able to work under pressure to meet client expectations and deadlines with ability to multi-task
Should be able to cross sell the services of the Firm
Should be able to assist with training by both tutoring and arranging suitable courses
Should be able to lead a team of staff and manage a varied and portfolio of clients
NOTE: In line with the MECQ, our Makati office is now operating on-site at maximum 50% capacity, while the remaining 50% will still be working from home. Rest assured that our teams are very committed to operate effectively from any location, and will continue to deliver the highest quality of service.