Tax Manager

About the Organization
Theorganization is a professional accounting and advisory firm that provides comprehensive financial services to businesses and organizations. The firm offers tax services, outsourced accounting, payroll and CFO support, financial statement preparation, reporting, and business advisory services. With a focus on personalized client service, financial expertise, and practical business insights, the organization helps clients make informed financial decisions and navigate an evolving business environment.

Position Summary

The Tax Manager will be responsible for managing client assignments and projects while delivering high-quality tax services. This position requires strong technical tax knowledge, leadership capabilities, excellent communication skills, project management abilities, and strong client relationship skills.

The Manager will work closely with partners, clients, and tax/accounting professionals to ensure assignments are completed accurately, efficiently, and within established deadlines.

Key Responsibilities

• Review tax returns for:
  • Corporate
  • Partnership
  • Individual
  • Trusts & Estates
  • Gift Tax
  • Private Foundations
• Prepare and review year-end tax projections.
• Analyze tax planning strategies and present recommendations to clients.
• Research and support tax return positions.
• Research and develop tax planning strategies.
• Manage staff assignments, training, coaching, and development.
• Plan, organize, and manage multiple projects and resources.
• Track project schedules and due dates.
• Develop and maintain long-term client relationships.
• Serve as a bridge between clients, staff, and partners.
• Develop and improve processes and procedures to maintain quality, efficiency, and consistency.
• Ensure staff understand and properly follow established procedures.
• Ensure projects and tax returns are accurate, complete, well-documented, and client-ready before partner review.
• Maintain organized files, project records, notes, and task tracking.
• Lead by example and help staff prioritize work and meet deadlines.
• Anticipate project issues, evaluate alternatives, and take appropriate action to resolve them.
• Manage assignment budgets and profitability.
• Identify opportunities for additional value-added services and cross-selling.
• Support recruitment, business development, retention, and firm-wide initiatives.
• Develop functional specialization and/or industry expertise.
• Share knowledge and actively support team development.
• Coach and mentor less experienced team members.

Key Success Factors

• Strong business acumen
• Strong technical tax knowledge and skills
• Project management capabilities
• Team leadership and coaching skills
• Strong client relationship skills
• Excellent communication
• Strong organization and attention to detail
• Ability to manage multiple priorities and deadlines

Qualifications & Experience

• Bachelor's degree in Accounting, Finance, or a related field.
• Active CPA license required.
• Strong technical tax experience.
• Demonstrated leadership and management experience.
• Experience reviewing multiple types of tax returns.
• Strong tax research, planning, and projection experience.
• Experience training and developing staff.
• Strong client-facing and relationship management experience.
• Strong project management and organizational skills.
• Ability to lead, motivate, and coach teams.
• Strong understanding of professional services and client needs.

Key Performance Indicators

• Assignments completed within established timeframes and budgets.
• High level of client satisfaction.
• Business development and cross-selling results.
• Team satisfaction and development.
• Participation in firm-wide recruitment, business development, and retention initiatives.

Benefits

401(k): Employer matches up to 4% of the employee's elective deferral. New employees become eligible to participate beginning the first month after 60 days of employment.

Paid Time Off: 15 days per year, increasing to 20 days after four years with the firm. Restrictions may apply from November 30 through April 30.

Paid Holidays: New Year's Day, April 16th, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday after Thanksgiving, and Christmas Day.

Health Insurance: Employer pays 100% of the premium for the employee's high-deductible health insurance coverage eligible for HSA participation, effective the first day of the calendar month coinciding with or following completion of 30 consecutive days of active employment.

Life Insurance: $50,000 group term life insurance is provided.

Disability Insurance: Long-term and short-term disability insurance is provided based on compensation.

Cafeteria Plan: Available for dental insurance, family health insurance, and HSA funding.

HSA Funding: Employer provides a 50% match up to $25 per pay period.

License & Professional Dues: Employer pays annual Missouri CPA license renewal, PTIN renewal fees, MOCPA membership dues, and AICPA membership for Managers and above.

CPE: Employer pays for continuing education required to maintain the CPA license.

Candidate Focus

Please prioritize candidates with:

• Active CPA license
• Strong public accounting/tax background
• Tax Manager or similar supervisory/management experience
• Strong tax return review experience
• Corporate, partnership, individual, trust & estate, gift tax, and/or private foundation experience
• Tax planning and projection experience
• Proven staff leadership, coaching, and development experience
• Strong client-facing and communication skills