Tax Manager

Seeking a Tax Manager to lead tax compliance, planning, consulting, and advisory engagements for closely held businesses and their owners while managing client relationships, mentoring staff, and driving practice growth.

Roles & Responsibilities:

• Manage tax compliance, planning, consulting, and advisory engagements for closely held businesses and their owners.
• Review tax returns, workpapers, and related deliverables for technical accuracy, completeness, and compliance.
• Handle corporate, partnership, S corporation, trust, and individual tax matters.
• Lead multiple client engagements while managing deadlines, budgets, and client expectations.
• Serve as the primary advisor and relationship manager for clients.
• Identify tax planning opportunities and provide strategic recommendations.
• Research complex tax issues and develop well supported conclusions.
• Stay current on tax law changes and communicate impacts to clients and internal teams.
• Collaborate with cross functional professionals to provide integrated client solutions.
• Mentor, coach, and develop tax professionals through training and performance feedback.
• Review staff work and support technical and career development.
• Assist with recruiting, onboarding, training, and retention initiatives.
• Support business development, client expansion, and networking efforts.
• Recommend and implement process improvements to enhance efficiency and service delivery.

Qualifications:

• Bachelor's degree in Accounting or a related field.
• Active CPA license required.
• 5+ years of progressive tax experience in public accounting, consulting, professional services, or private industry accounting.
• Experience supervising, mentoring, and developing team members.
• Strong knowledge of business entity taxation, individual taxation, tax compliance, research, and planning.
• Excellent analytical, problem solving, and decision making skills.
• Strong verbal and written communication abilities.
• Proven ability to manage multiple engagements, priorities, and deadlines.

Preferred Qualifications:

• Experience serving closely held businesses and business owners.
• Experience managing client relationships and providing tax planning and consulting services.
• Experience with tax research databases, tax compliance software, AI tools, and document management systems.
• Familiarity with UltraTax, GoRS, CoCounsel, and Thomson Reuters products.

Benefits:

• Opportunity to work with a full service CPA firm.
• Leadership and client facing responsibilities.
• Professional growth and career development opportunities.
• Collaborative and team oriented culture.
• Exposure to complex tax planning and advisory engagements.
• Opportunity to contribute to business development and practice growth.