Manager · Large regional
YHB | CPAs & Consultants · Owings Mills, Maryland · Hybrid
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Manage trust and estate tax engagements, review staff work, advise clients, and mentor junior team members.
Worth knowing: Role expects business development and public speaking involvement
YHB | CPAs & Consultants Company: Job title: Tax Manager - Trust & Estate Location: Owings Mills, MD You chart the course; we help you lift off! At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships - between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. As a Tax Manager at YHB, you will be a part of a dynamic and diverse community of Public Accounting professionals. You will have the opportunity to create meaningful relationships by serving as a trusted advisor to clients, and by providing mentorship and guidance to junior employees. You will be responsible for the overall coordination and management of engagements and trusted to ensure their successful completion and review. We are eager to welcome an experienced tax accountant who is ready to drive their personal and professional development forward to our YHB Community! Areas of Accountability Challenge yourself to maintain a keen understanding of Generally Accepted Accounting Principles, and the ability to appropriately apply these principles in your everyday work. Contribute to the creation and preservation of positive client relationships & trust by demonstrating: Clear and concise communication with Firm Leadership regarding progress and/or status of client returns. A sense of urgency and an appreciation for timely completion of work to meet deadlines and client expectations. Attention to detail and thorough revision of completed work to double check for accuracy. Serve as a subject matter expert and trusted advisor for YHB tax clients by identifying potential issues and presenting solutions for resolution. Simultaneously manage multiple client profiles, employee development, and additional firm responsibilities while maintaining client expectations and meeting deadlines within established budgets. Review workpapers of Associates and Supervisors and provide comments for correction or adjustments. Ensure that all review comments are successfully addressed and cleared. Share in the responsibility of keeping YHB employees up to date on key changes regarding Tax standards, laws, and regulations.
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