Tax-Manager, Chicago, IL



As a Manager, the candidate will oversee operations of the Illinois office. The candidate needs to possess strong leadership qualities and play a key role in implementing the vision and best practices of the firm at large.


Skills Required:  


  • 8-10 years’ experience in a public accounting firm.
  • Can manage multiple-high demand projects at once.
  • Excellent technical skills across a broad range of accounting and tax issues.
  • The capability to develop a team.
  • Top-notch professionalism both with staff and with clients in high pressure situations.
  • Proficiency in Microsoft Excel, QuickBooks, and Accounting software.
  • The ability and skills to develop new business
  • An entrepreneurial spirit




  • Organizing and coordinating office administration and procedures, to ensure organizational effectiveness.
  • Streamlining administrative procedures, inventory control, office staff supervision and task delegation.
  • Utilizing your technical knowledge and skills to submit reviewed work to partners with the expectation that minimal or no changes will be required.
  • Supports a collaborative and team-oriented environment while pushing themselves, their peers and their team for strong results and quality work.
  • Responsible for all engagement management including fee quoting, engagement planning, staffing, engagement letters and budget approval.
  • Overseeing, supervising, and monitoring the work of your team by providing on-the-job training and feedback on their work, as well as ensuring that each project is completed accurately and within budget.
  • Identifies areas of risk on an engagement; develops and enacts plans to manage those risks.
  • Developing meaningful contact with clients and gaining their confidence.
  • Actively develops a network of prospective clients and collaborates internally to work those leads.
  • Effectively communicates all aspects of work performed to clients, partners, managers, and staff.
  • Supervises and develops staff.
  • Identifying expanded service opportunities for existing clients and actively participating in networking, such as with community and professional organizations.
  • Performing other job-related duties as required.

E.C. Ortiz is now Roth&Co!

We are pleased to announce our merger with Roth&Co, a leading accounting and financial services firm with locations in New York, New Jersey and Israel.

Read the full statement by Ed Ortiz Explore the newly expanded Roth&Co