Private Clients Tax Manager

LBMC has recently expanded our footprint through the addition of our Louisville office, and we are excited to continue to add new team members and further serve clients in the greater Kentucky market through our downtown Louisville office location. Our firm is aggressively opportunistic about adding top talent to our teams to ensure we continue to evolve as the firm of the future. If you are interested in joining a nationally renowned team of experts that supports a sophisticated client portfolio, LBMC is the place for you!

OPPORTUNITY

The Tax Manager role is a great opportunity for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. The LBMC Tax Manager reviews and manages tax engagements for clients while providing internal mentorship opportunities to Staff and Senior Accountants. Impactful Managers at LBMC act as technical advisors in providing advice or research assistance to others with moderate to complex tax questions and effectively supervises multiple engagements at one time. High-performing candidates have a clearly defined path for advancement to Senior Manager and/or Shareholder roles within LBMC.

SCOPE OF WORK

• Directs large-scale tax consulting engagements for our Private Clients Tax group. Oversees ad hoc tax planning, research, and consulting projects and engagements.
• Set appointments with clients and assembles information to prepare or arrange for the preparation of federal, state and local returns 
• Maintains productive working relationships with client personnel and manage expectations of service (reports, schedules, etc.)
• Determines fees to be charged for an engagement with approval from client partner
• Provides mentorship opportunities to Staff and Senior Accountants and provides opportunities for learning during client engagements
• Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC Tax Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC service lines
• Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate.

IDEAL CANDIDATE PROFILE

• Bachelor's Degree and Licensed CPA
• 4+ years of progressive tax experience
• 1+ years leading and training Staff and Senior Accountants in the public accounting space

LBMC OVERVIEW

LBMC is built on individuals with entrepreneurial spirits and believe in the power of a hybrid workforce. We are consistently named a Pacesetter for Growth in the U.S. as we continue to add team members to each of 4 LBMC offices in the Southeast and remote. LBMC also continues to receive accolades including being noted as a Fortune Great Place to Work, a Top 5 Firm in the Southeast, a Top Accounting Firm on Accounting Today’s Top 100 list, Best Firm in Technology, Best Workplace in Consulting & Professional Services, and more! We are proud to provide individualized career paths regardless of team member location and work schedules.

LBMC offers competitive benefits including generous PTO schedules, dynamic technology solutions for remote work, robust Talent Development and continuing professional education programs, inclusive Business Resource Groups, enhanced parental leave, thoughtfully structured mentorship and individual development programs, and more. We are committed to giving back to our local communities through LBMC initiatives such as Lending Hands and the LBMC Cares Foundation to support causes important to team members. While we may have a global footprint, we still believe in the power of southern hospitality and supporting the causes that matter to both our team members and clients and are committed to enhancing team member benefits as we identify gaps and changes in the marketplace.

LBMC values individuals with a growth mindset and entrepreneurial spirit, so if you have an innate curiosity for solving problems and creating solutions—LBMC is the place for you! If you are interested in joining a firm that provides personalized career paths, the opportunity to work with sophisticated clients around the US, and encourages a “work that works for you” mentality, please reach out.

Diversity and Inclusion at LBMC

Commitment to our team members, clients, and the communities in which we work. At LBMC, our mission of delivering the best to our clients and each other every day is rooted in our unique differences. Our engagement, growth and success are at their best when team members have equal opportunity and are included. Diversity brings value to LBMC by connecting us with our community and driving innovation.

*LBMC provides equal opportunities to all employees and applicants for employment. We recruit, employ, train, compensate and promote without regard to any protected class as defined by federal, state, and local laws.*