Tax Advisory Manager

Job Description Details
The Tax Advisory Manager leads and manages multiple tax engagements to ensure quality output and services delivery. S/he helps businesses with their tax-related issues, counsels and oversees tax-related activities, and acts as a financial advisor to clients.

Primary Duties & Responsibilities
Engagement Management

• Ensure that pre-engagement procedures are accomplished, such as the preparation of the client acceptance form and conflict check
• Make the necessary planning required for the accomplishment of the engagement and discusses the same with the team
• Supervise the preparation of draft proposals and presentation materials, as required, for review of partners
• Supervise the conduct of engagements, including the preparation of programs and staffing plans
• Assess the engagement-related issues and risks, and develops proactive plans to mitigate such risks
• Suggest appropriate solutions to tax planning and risk issues, keeps client and team members informed of issues
• Anticipate and analyzes issues and questions before drawing conclusions or requesting assistance
• Deal with relevant government agencies/offices as necessary
• Manage engagement's objectives, ensuring the appropriate timeframe, resources and sequencing of work efforts are applied
• Make timely and accurate decisions
• Take control of the engagement, knowing at all times what progress has been made with regards to the work plan
• Deliver results and services on time, within budget and at the quality level required by the Firm and the client
• Supervise multiple projects/duties simultaneously
• Communicate and negotiate with local government as need arises
• Evaluate and assess complicated tax issues
• Stay abreast on the changes with regulations and tax laws and devise strategies to solve any financial issue that may arise
• Keep accurate records and develop plans to solve financial issues that affect clients
• Handle evaluation, risk assessment, and counselling on various complicated tax problems
• Execute project-related tax research and analysis
• Maintain the tax records and ensure up-to-date tax filings of the client

Client Relations

• Stays abreast of new tax developments and understands their links to and impact on the business of the client
• Develops and maintains favorable relationships with client personnel at appropriate levels

Team Management and Mentoring

• Work with team to set clear goals and objectives
• Act to promote a positive working environment wherein camaraderie and productivity are well-balanced
• Keep the team focused on achieving objectives and promotes efficient workflow by constantly communicating information and updates relevant to the engagement
• Provide guidance and expertise to team members and clients on tax issues/developments
• Provide timely performance reviews and give specific and balanced feedback
• Communicate comprehensive expectations and gives people the authority and latitude to act

Administrative Functions

• Act as program leader in various in-house trainings and workshops
• Effectively take charge of billing clients and following up payments
• From time to time, undertake special projects and performs various administrative work assigned by partners
• Initiate billings to clients and undertake collection efforts
• Provide accurate and updated information on time charges

Business Development

• Seek information to understand client's needs and effectively present the Firm's ability to meet these needs
• Present knowledge of the Firm's resources, products and services in a manner that builds client confidence
• Take initiative in offering new products or services to existing clients
• Focus on pursuit management to ensure efficient sales

Qualifications

• Lawyer or CPA-Lawyer
• At least six years of experience in taxation, three of which in supervisory position

Preferred Qualifications

• Ability to communicate across all levels and functions in the organization
• Excellent presentation skills
• Strong account and client management acumen
• Exceptional customer service and problem-solving skills

YEARS OF EXPERIENCE:
6
STATUS:
PROBATIONARY
HEADCOUNT:
FTE, FULL TIME
LOCATION:
MAKATI CITY