Tax Manager II

Website Wegmanndazet Wegmann Dazet

The Entrepreneur's CPA

Job Summary:

The Tax Manager II position is responsible, under the guidance of the Senior Managers and Partners, for performing all aspects of tax services for clients, including both specific research inquiries and assisting with certain administrative functions including scheduling, billing, and planning.

Summary of essential job functions of the Tax Manager II:

  • Provide guidance to Manager I and lower levels on job performance.
  • Address specific client issues as they arise as a first point of contact.
  • Review more complex returns.
  • Develop planning strategies for clients as a group (i.e. entity and individual together).
  • Make suggestions for firm improvement based on practical experience.
  • Research client specific issues and provide guidance to clients about specific issues.
  • Focus on profitability of jobs with a mindset of efficiency and productivity including assisting with billing.
  • Keep updated on latest developments in taxation in order to respond to client questions and provide pro-active client assistance.
  • Comply with the continuing professional education requirements of the AICPA, the State of Louisiana Board of Accountancy.

Minimum requirements:

  • Certified Public Accountant
  • 7+ years’ experience
  • Proficient computer skills
  • Good verbal and written skills
  • Ability to interact proficiently with coworkers and clients




The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

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