Tax Manager / General Tax Team
Company: Kerkering Barberio & Co
Location: Sarasota
Posted on: February 18, 2026
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Job Description:
Job Description Job Description Benefits: 401(k) Bonus based on
performance Competitive salary Dental insurance Flexible schedule
Health insurance Opportunity for advancement Paid time off Parental
leave Relocation bonus Training & development Tuition assistance
Vision insurance Position Overview: A Manager is the liaison
between the Shareholder, client, and professional staff. Managers
are responsible for directing multiple accounting projects and
client engagements simultaneously, and scheduling, staffing, and
coordinating engagement workflow. Managers make associations to
develop new business for the Firm. In addition, they develop and
train staff. Performance is evaluated based on quality and accuracy
of work, application of accounting and tax knowledge, supervision
of Staff, In-Charge, Senior and Supervisor level personnel, the
ability to meet time and budget constraints, as well as client
deadlines, and the ability to develop new business for the Firm.
Essential Functions: Performs a broad range of accounting, tax
assignments, and assumes responsibility for all phases of an
engagement. Demonstrates competency in technical skills, work
quality, and application of professional and Firm standards.
Maintains contact with clients throughout the year; has a thorough
knowledge of the client and all facets of the clients business or
personal needs. Plans, schedules and staffs engagements using Firm
policies and procedures. Meets time and budget constraints and
client deadlines. Supervises staff and provides on-the-job
training; reviews staff assignments for appropriateness; reviews
tax returns/workpapers and reports prepared by staff. Mentors,
counsels staff, and performs or provides input on staff performance
appraisals. Anticipates problems and potential questions with an
engagement. Keeps Shareholder(s) informed of important developments
on engagements and analyzes problems and recommends solutions.
Ensures that financial statements, tax returns and letters of
recommendations are prepared in accordance with professional and
Firm standards. Communicates with clients and team members, as
requested, in an efficient and professional manner. Possesses
knowledge of the Firms philosophy and its opinions on financial
matters working with the respective Shareholder in-charge.
Participates in Firms practice development efforts and demonstrates
ability and desire to secure new business for the Firm. Conducts
research as needed. Other Functions: Develops an understanding of
and adheres to Firm policies and procedures including (as
appropriate) Firms Quality Control document. Pursues continuing
professional education and upgrading of accounting skills,
including attending CPE, reading national, professional, and local
business journals and publications, staying familiar with
pronouncements from the IRS, Congress, the AICPA, etc. Maintains
knowledge of the AICPA Code of Professional Conduct (as appropriate
for position). Works to develop responsible, trained staff by
assisting in recruiting, developing training aids, and acting as an
instructor in professional development programs. Does research and
prepares reports and projects as requested by shareholders.
Achieves at least minimum annual productivity budget for chargeable
hours, chargeable percent, and realization. Effectively bills and
collects charges from clients for whom the Manager acts as the Bill
Manager and/or Primary Partner. Other duties as may be assigned.
Required Experience and Skills: Experience preparing and reviewing
individual, corporate, partnership, and S-Corp tax returns.
Demonstrated progression in complexity, scope, and number of
engagements managed. Demonstrates sound critical thinking,
professional judgment, and decision-making skills. Effective verbal
and written communication skills. Conducts themselves with
integrity in a responsible, professional manner and appearance.
Excellent organizational and time management skills. Proficiency in
use of computers, computer accounting software and tax software
programs. Required Education: Bachelors in accounting or related
field Required Experience: 7 years progressive experience in public
accounting License/Certification: CPA Working Requirements:
Occasional travel for meeting with clients or to attend seminars or
staff meeting using a personal vehicle is likely. Occasional
overtime is expected throughout the year and heavy overtime is
required from January through April.
Keywords: Kerkering Barberio & Co, Kissimmee , Tax Manager / General Tax Team, Accounting, Auditing , Sarasota, Florida
