| David Dodge, CPC

SENIOR TAX MANAGER – Career Opportunity

Untitled design (32)

Minneapolis Suburbs

We have been retained by a local CPA firm to identify a Senior Manager to join their leadership team. This role is an advanced technician that supports meeting client and firm objectives within the framework of the firm’s strategy, quality standards and risk management policies. The Senior Manager develops market solutions, drives technical policy and advances overall firm growth in subject matter expertise.


  • Financial Performance
    • Ensure billing and collection of fees
  • Client Service Management
    • Provide exceptional client service ensuring clear communication of services, processes, etc.
    • Provide insight and support the development of strategy.
    • Accountable for timely completion of client deliverables
  • Business Development
    • Identify and recommend additional services that would benefit clients and ancillary stakeholders.
    • Provide technical support to generate leads, contacts and revenue.
    • Identify evolving market requirements and develop solutions.
    • Build professional relationships with subject matter experts.
    • Share technical expertise to support the firm and clients.
  • Team Development
    • Provide high-level oversight of work performed.
    • Promote, comply, and implement firm strategies.
    • Coach and mentor a pipeline of compliance professionals. 
    • Provide feedback on employees with applicable career counselor.
  • Personal Effectiveness
    • Advise and council clients, partners and staff.
    • Be a resource in assigned technical areas.
    • Develop firm policy of technical work.
    • Coordinate with and provide support to technical committees.
  • Leadership
    • Develop ideas and champion solutions.
    • Manage the firm’s technical work.
    • Ensure skills and knowledge transfer to team members.
  • Additional roles could include but are not limited to:
    • Board and Department initiatives
    • Scheduling
    • Recruiting
    • Career counselor
    • Research & development
    • Training and education
    • Service Line Lead
  • Qualifications:
  • Education:
    • Bachelor’s degree in accounting.
    • Certified Public Accountant (CPA) required.
  • Experience:
    • Served as a Manager or similar experience.
  • Production
    • Meet firm standard for chargeable hours, productivity and realization.
    • Account Administrator – realization, origination and book managed within firm guidelines.
  • Skills/Abilities:
    • Display consistent ability to share technical expertise, tools and solutions.
    • Manage multiple priorities and projects.
    • Identify, assess and recommend action to mitigate compliance risks.
    • Communicate clearly and display strong interpersonal skills.
    • Display a high level of ethics, integrity and professionalism.
    • Effectively maintain client relationships.
    • Influence project completion through clearly communicated strategy and desired outcome.
    • Influence people by providing purpose, direction, and motivation to accomplish goals and improve the firm.
    • Adapt to changing priorities.
    • Successfully coach and mentor people.
    • Provide high quality service ensuring client understands all aspects of engagement.
    • Avid learner, curious.
    • Aligned self-development to support position responsibilities.

David Dodge, CPC

With over twenty years of executive search and thirty years of business leadership experience in public and private companies, David Dodge has filled positions with many financial industry leaders and forerunners.

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