BerganKDV, LTD
Tax Manager - R&D (Project Management)
WHO WE ARE AND WHAT WE DO
BerganKDV has provided innovative yet practical solutions for small to large-size companies since 1945. From our beginning as a trusted CPA firm, we have expanded and adapted to offer business planning and consulting, tax, audit and accounting, wealth management, and technology services across the country. At BerganKDV we believe our role as advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals. Bringing value to our clients is what we do best and seeing them succeed is our ultimate goal.
Position Overview:
The BerganKDV Tax Manager Research and Development (R&D) plays an integral role in the successful completion of client engagements, team development and business process improvement. They are driven by the overall success of clients, their teams and the firm. The Tax Manager will provide review and ancillary services to the BerganKDV tax practice, while participating in firm activities outside of the tax practice.
Responsibilities:
Deliver a full range of specialized tax, compliance and consulting services in compliance with laws, regulations and timelines. Educate clients on R&D opportunities and research available credits that clients qualify for Ensure clients are capturing applicate information needed to claim the credits on their returns Participate in the planning of client engagements, staffing requirements, identifying potential areas of risk and have accountability for project profitability. Manage associates, seniors, and supervisors; assigning work based on their knowledge and capabilities, providing feedback to them, and evaluating their progress; offering guidance and direction. Builds an in-depth knowledge of key client industries, looks for opportunities, and joins industry organizations to develop a targeted potential client pool. Strive for an advisor relationship in every client interaction, always seeking opportunities for your clients to further their business and goals. Be an active participant in business development meetings with the goal to build strong relationships and drive new client projects and revenue. Begin building industry specialization and industry focused service. This may include attending peer group meetings or industry organization involvement. Be a technical resource, sounding board, and example for other members of the tax team. This may require formaland informal group training and one to one individualized coaching. Support the growth and professional development of yourself and your BerganKDV teammates by participating in company sponsored trainings, CPE courses, internal committees, and mentorship opportunities. Be transparent in your decisions, communicate effectively with your team, have open and honest dialogue, and be a flexible leader to accommodate various management styles.
Qualifications:
A bachelors degree in accounting CPA certification required 6+ years of professional services experience with a record of high achievement a plus Experience or familiarity with R&D studies preferred Excellent interpersonal skills Strong written and verbal communication skills Strong analytical, teamwork and organizational skills Integrity, maturity, dependability, a positive attitude and a strong work ethic PC proficiency, including spreadsheet, word processing and presentation software applications Analytical skills with high detail orientation Researchand understand professional frameworks, standards and guidance Knowledge of technology and tools best practices including tax software Quality control Risk assessment, analysis and management Measurement analysis and interpretation Intelligent reporting and review Systems and process management Practice leadership Advisory Skills
EXPLORE THE WORKPLACE OF THE FUTURE
BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
BerganKDV Differentiators:
Growth Potential Close-Knit Collaborative Team Mentor Program Employee Referral Rewards Comprehensive Benefits Package Customized Career Path Open Door Leadership Style Entrepreneurial Operating System EOS / Traction
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial and social well-being.
All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.