Tax Manager

Job Description

Job Description

Benefits:

• 401(k)
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Wellness resources

About Pattillo, Brown & Hill, LLP

Pattillo, Brown & Hill, LLP is seeking a Tax Manager to join our Waco team. We are looking for a motivated professional who possesses a client-forward mindset, positive attitude, and strong technical expertise. This role offers the opportunity to lead client engagements, develop meaningful client relationships, mentor team members, and contribute to the continued growth and success of both our clients and our firm.

At PBH, we strive to deliver innovation, integrity, and balance to both our clients and our team members. These core beliefs guide how we manage our work, our relationships, and ourselves. We are committed to developing our people and providing opportunities for long-term professional growth while maintaining exceptional client service.

Position Overview

The Tax Manager is responsible for overseeing a variety of tax engagements, reviewing tax returns, providing tax planning and consulting services, and serving as a trusted advisor to clients. This role works closely with partners, staff, and clients to ensure engagements are completed accurately, efficiently, and in accordance with firm standards.

The ideal candidate is technically proficient, relationship-focused, organized, and committed to delivering exceptional service while helping develop the next generation of professionals.

Core Responsibilities

Tax Compliance & Consulting

• Review federal and state tax returns, including Forms 1120, 1120S, 1065, 1041 and 1040
• Review Forms 990 for nonprofit organizations and Texas Franchise Tax Reports
• Research complex tax issues and develop recommendations for clients and firm leadership
• Identify tax planning opportunities and assist clients in achieving their financial and business objectives
• Provide consulting services related to tax compliance, planning, entity structure, and operational matters
• Ensure engagements are completed accurately and timely while maintaining firm quality standards
• Monitor tax law changes and communicate impacts to clients and team members

Client Relationship Management

• Serve as the primary relationship manager for assigned clients
• Develop and maintain long-term client relationships through proactive communication and responsiveness
• Meet with clients to discuss tax matters, planning opportunities, and business concerns
• Identify opportunities for additional services and collaborate with firm leadership to support client needs
• Maintain a strong understanding of clients' businesses, industries, and goals

Team Leadership & Development

• Review work prepared by Tax Accountants and Tax Seniors and provide constructive feedback
• Assist with training, coaching, and professional development efforts within the tax department
• Delegate work appropriately and monitor engagement progress to ensure deadlines are met
• Support recruiting, onboarding, and retention initiatives as needed
• Foster a collaborative, positive, and growth-oriented team environment

Engagement Management

• Manage multiple client engagements simultaneously while balancing deadlines and staffing needs
• Coordinate project timelines and expectations with clients, team members, and firm leadership
• Monitor engagement budgets and productivity goals
• Ensure client deliverables meet firm standards for accuracy, professionalism, and service excellence
• Assist partners with practice management and department initiatives as assigned

Technology & Professional Development

• Utilize firm technology and tax software to manage engagements efficiently and accurately
• Maintain proficiency in Microsoft Word, Excel, Outlook, Adobe Acrobat, and related software applications
• Stay current on tax law changes, industry developments, and professional standards
• Participate in continuing professional education and industry involvement
• Perform other duties as assigned by firm leadership

Qualifications

Education

• Bachelor's degree in Accounting or a related field
• Completion of at least 30 hours of college-level accounting coursework
• Active CPA license required

Experience

• Five to eight years of public accounting tax experience preferred
• Experience reviewing business, trust, individual, nonprofit, and franchise tax returns
• Experience managing client relationships and multiple engagements simultaneously
• Demonstrated ability to mentor and develop team members

Skills & Abilities

• Strong technical tax knowledge and research capabilities
• Excellent analytical and problem-solving skills
• Strong organizational and project management abilities
• Exceptional written and verbal communication skills
• Ability to manage multiple priorities and deadlines effectively
• Strong leadership and relationship-building skills
• Commitment to client service and professional excellence
• Proficiency with Microsoft Office applications and accounting-related software

Why Join PBH?

Our team consists of high-performing, solution-oriented, and upbeat professionals who are excited to continue growing with our firm.

We strive to develop you and your career by providing innovation, integrity, and balance. These values help bring your strengths to the forefront, allowing you to provide exceptional service every day while building a rewarding and successful career.

Whether you are looking to expand your leadership responsibilities, deepen client relationships, or take the next step in your public accounting career, Pattillo, Brown & Hill welcomes your interest and application.

Work Environment: In-office, hybrid options available