Tax Manager

Tax Manager – Veris | The Proactive CPA

Charleston, SC | Full-Time | Hybrid/Flexible

Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.

You've built your tax experience. You know how to manage deadlines, review work, navigate complex tax issues, and take care of clients. Now you may be looking for a place where you can take on more ownership, continue growing, and have a path toward Partnership while still having a life outside of work.

As our team grows, we're looking for an experienced Tax Manager to manage a book of business, work closely with our Partners and Tax leadership, develop and delegate to our growing team, and help us continue building strong client relationships. For the right candidate, this role offers long-term advancement potential, including the opportunity to grow into a Partner role.

This position will primarily support our Mount Pleasant office, with the flexibility to split time between our Mount Pleasant and West Ashley offices. Relocation assistance is also available for candidates interested in joining us from outside the Charleston area.

Why You'll Love Working Here

We know you have options. We've worked hard to build a firm where you can continue growing your career without giving up everything outside of it. Veris is an award-winning CPA and advisory firm , and there's a reason we've been recognized as a Best Place to Work — our people. We value great people, teamwork, empathy, adaptability, and optimism. You'll work alongside leaders who trust you to do your job without micromanaging and teammates who are willing to jump in when someone needs a hand.

We take our work seriously, but we also believe you should be able to build a great career and have a life outside of it.

Here's what else you can expect:

• Path to Partnership — long-term advancement opportunity for the right candidate.
• Relocation assistance available for candidates moving to the Charleston area.
• Location flexibility — primarily supporting Mount Pleasant, with the option to split time between our Mount Pleasant and West Ashley offices.
• Better work/life balance — 15% fewer hours than other CPA firms.
• Highly competitive salary and compensation package.
• Attractive bonus plans for individual and departmental performance, plus new-business origination.
• Hybrid and flexible work schedule options.
• Industry-leading technology that helps you work smarter.
• A collaborative, team-first environment without micromanagement.
• Team events and a strong commitment to our community.

What You'll Be Doing

Some of the ways you'll make an impact include:

• Managing a book of business and building strong, client-facing relationships.
• Managing tax services, client expectations, and deadlines throughout the year.
• Providing proactive tax planning and advisory services, with less focus on the once-a-year tax return client.
• Developing annual tax strategies and helping clients put those strategies into action.
• Reviewing staff-completed tax work and maintaining the quality and accuracy our clients expect.
• Delegating tax work effectively while maintaining ownership of the client relationship and overall process.
• Coaching, training, and developing Tax Associates and Interns.
• Participating in Tax Department and firm-wide leadership.
• Helping improve processes and workflows as our firm continues to grow.
• Identifying opportunities to expand existing client relationships and bring new tax work to the firm.
• Working closely with Partners and other leaders across Veris.

You Might Be a Great Fit If You

• Enjoy building long-term client relationships.
• Like developing people and seeing your team grow.
• Think beyond the tax return and look for ways to help clients plan ahead.
• Can balance technical work, client relationships, deadlines, and team leadership.
• Are a strong communicator and problem solver.
• Take pride in the details and quality of your work.
• Want to have a voice in a growing Tax practice.

What We're Looking For

• Active CPA or EA designation required.
• Five or more years of related experience, or the equivalent combination of education and experience.
• Strong public accounting and tax experience.
• Experience managing client relationships and reviewing and delegating tax work.
• Ability to lead, coach, and develop a team.
• Strong oral and written communication skills.
• Strong time management and organizational skills.
• Strong analytical thinking and problem-solving skills.
• Attention to detail.
• Proficiency with accounting and tax preparation software.
• Experience with CCH ProSystem fx Suite or equivalentpreferred.
• Bachelor's degree in Accounting or Finance preferred.

Grow With Us

You'll join an established Tax practice with strong client relationships, experienced leadership, and talented professionals continuing to grow their careers with Veris. This is an opportunity to manage and grow a book of business, develop emerging professionals, work directly with Partners, and have a meaningful role in where our Tax practice goes next. If you're looking for a place where you can keep growing, make an impact, and work with people you genuinely enjoy, we'd love to hear from you.

Agency Recruitment Policy

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. xhyhwjd Resumes submitted or candidates referred to any employee of Veris CPA by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition/HR team become the property of Veris CPA. Veris CPA will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of those candidates.