Job Description

Our 1,000+ team members serve clients from offices and project locations in 13 states, Washington D.C., Puerto Rico and the U.S. Virgin Islands.

Our HORNE Wealth Strategies team brings an owner’s mindset to companies, helps individuals with high-level tax planning, and delivers game-changing results. A Senior Manager is an experienced professional who demonstrates high competence in an area of expertise and shows potential in acquiring management and practice promotion skills. The Senior Manager functions under direction of a Partner. The Senior Manager is encouraged to develop his/her strengths and demonstrate potential Partner qualities. The Senior Manager may be a career position.

Senior Managers are responsible for managing multiple projects simultaneously, and assisting with scheduling, staffing, and coordinating workflow. Senior Managers develop and train staff. Advanced technical skills with well-developed and applied management and supervisory skills are required.

Key Responsibilities

• Assumes responsibilities for project management.
• Maintains familiarity with qualifications of all staff members; reviews staff assignments for appropriateness.
• Monitors time budgets.
• Leads staff and provides on-the-job training; reviews work papers and returns prepared by staff.
• Anticipates problem areas and questions that will arise during the course of a project.
• Keeps HWS leadership informed of all-important developments; analyzes problems and recommends solutions.
• Ensures that tax returns, and other compliance returns are prepared in accordance with professional and Firm standards.
• Coordinates progress reports and inquires with the relationship manager to keep the client updated.
• Works to develop responsible, trained staff by assisting in performance evaluations.
• Prepares invoices for clients and communicates details of the fees to clients and the consulting relationship manager.
• Possesses a complete knowledge of the Firm’s philosophy and its opinions on financial matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the individual and business climate.
• Attention to client service and adding value to clients’ businesses is an integral part of the job requirements. Managers must demonstrate their ability to identify cross-selling opportunities and follow through with those opportunities or refer them to other professionals if necessary. Ownership of the business development process is required.
• Takes responsibility for accuracy of data entry, accumulation, and maintenance in all aspects of what we do as an accounting and consulting Firm.
• Learns through Mentor or other Partners proper delegation and management of workload and demonstrates ability to properly delegate and manage workload.
• Works to develop responsible, trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs.
• Understands the Firm’s business on a day to day basis: billings and collections, proper utilization of staff, Firm policies and procedures, etc.
• Participates in Firm’s practice development efforts.
• Prepares other reports and projects as requested from time to time by the Partners.
• Participates in Firm’s marketing efforts to add new business to the Firm.
• Serves as Mentor for Supervisors, Senior Associates, and Associates.
• Perform other duties as assigned.

Required Knowledge/Skills/Abilities

• Demonstrated ability to add new business to the firm.
• Demonstrated ability to lead other team members.
• Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills.
• Participates in career development program to improve managerial, communication and interpersonal skills.

Required Qualifications

• Seven to ten years of experience in tax required.
• Bachelor’s or Master’s degree in accounting required.
• Licensed CPA required.

Estate, trust, and gift tax experience preferred.