Tax Manager

Job Description

Job Description

About the Opportunity
Our client is seeking a Tax Manager to join their team. The firm provides comprehensive tax and advisory services to small and mid-sized businesses and their owners, emphasizing long-term client relationships and personalized service. This is a high-impact role with a clear path toward senior leadership—and potentially future ownership—for the right individual.

Position Overview
The Tax Manager will oversee a portfolio of approximately 60–80 small business clients, providing both hands-on tax preparation and strategic oversight. This individual will work closely with business owners, guiding them through tax planning and compliance while managing and mentoring team members in a collaborative leadership structure.

Key Responsibilities

• Manage and review business tax returns (1065, 1120S, and related filings)

• Oversee and/or prepare individual tax returns (1040) for business owners

• Maintain ongoing relationships with a portfolio of small business clients

• Conduct annual tax planning meetings with clients (primarily in Q4)

• Provide leadership and support to staff; co-manage team members alongside another manager

• Ensure accuracy, compliance, and timeliness across all client deliverables

• Collaborate with internal team members to improve processes and client service

Qualifications

• CPA or EA designation (required)

• Strong experience with small business taxation (partnerships, S-corps, etc.)

• Working knowledge of bookkeeping principles (hands-on work is light, but understanding is essential)

• Prior leadership or supervisory experience preferred, but not required

• Excellent communication skills and ability to build client relationships

• Demonstrated stability in prior roles; this is a long-term opportunity

Work Schedule & Flexibility

• Standard (non-tax season) hours: Monday–Thursday 9:00 AM–5:00 PM, Friday 9:00 AM–12:00 PM

• Hybrid work option available after 6 months.

Growth Opportunity
This role offers significant long-term potential, including the opportunity to grow into senior leadership and, for the right candidate, explore future ownership within the firm.

If you're looking for a stable, long-term role where you can build client relationships, grow as a leader, and potentially shape the future of a firm, this is an excellent opportunity to consider.