Tax Manager

Job Description

Job Description

At HTB, accounting isn't just our profession—it's our passion. We're more than a CPA firm; we're a team of dedicated professionals focused on helping clients grow through personalized accounting, tax, assurance, and consulting services. But just as importantly, we're committed to helping you grow. Whether you're launching your career or advancing to the next level, HTB provides the tools, mentorship, and flexibility you need to succeed.

We believe in creating an environment where people feel supported, valued, and empowered to grow. From robust financial benefits to work-life flexibility and professional development opportunities, we provide a workplace where people feel empowered to succeed.

We don't just invest in careers; we invest in people. Because when our team thrives, so do our clients.

Why join our Tax Team?

Our Tax Team is the place for professionals who enjoy independent work with strong support behind them when needed. You'll have the chance to build real relationships with clients and team members, not just process numbers. From preparing returns to reviewing and guiding at more experienced stages, you'll be hands-on and client-facing. With clear career progression and endless opportunities for growth, you'll always know what's next and have the resources to get there.

What sets HTB Apart?

• Paid and Banked Overtime - Your extra effort is recognized & rewarded with options to receive overtime pay or bank hours for future paid time-off
• Generous Time-Off - Enjoy paid vacation, sick leave, holidays, & early summer Fridays that support a healthy work-life balance
• Comprehensive Benefits - Our full benefits package includes medical, dental, vision, & supplemental insurance along with 401(k) retirement plan options
• Flexible & Hybrid Schedules - Work where you are most productive, with scheduled options that support both structure and freedom
• Growth-Focused Culture - Take advantage of our internal Pathways Development Program designed to guide your career at every stage
• Employee Communities - Build relationships with your peers through our Young Professionals Organization (YoPreaux) & Women's Initiative Network (WIN)

Primary Responsibilities

• Maintains steady contact with clients throughout the business year, which involves a thorough knowledge of the client and all facets of the client's business rather than mere routine attendance to immediate problems
• Answers any questions the client may have so there is a complete understanding of the nature and terms of an assignment, including an estimate of fees
• Reviews staff assignments, making certain they are appropriate; since this is a continuing duty, the Manager must be fully familiar with the qualifications of all staff members
• Follows the progress of the work in relation to budgeted time and scheduled dates of completion and anticipates the problem areas and questions that might arise
• Keeps the Partner informed of all important developments, analyzes any issues, and recommends solutions
• Deals directly with the client's attorney, banker, or broker, and other third parties
• Prepares timely staff performance evaluations and discusses them with the staff members
• Should work to develop a responsible and trained staff by assisting in recruiting, developing training aids, and acting as an instructor in professional development programs
• Should make associations to develop new business for the firm and to maintain its professional image in the community. Doing so may include taking an active role in professional, civic, or charitable organizations, delivering talks, writing articles for publications
• Prepares other reports and projects as requested from time to time by the Partners
• Reviews personal, fiduciary, and business tax returns
• Performs more complex tax returns
• Develops general understanding of firm philosophy and tax opinions
• Delegates work to tax staff, senior tax accountants, and tax supervisors and supervises work
• Acts as key client contact person for personal tax return clients and business clients
• Contributes by producing quality work with quick turnaround and attentive service
• Exhibits time management and organizational skills
• Develops entrepreneurial approach to client service and good working relationships with client personnel
• Maintains contacts with peers, develops network of business contacts, meets with prospective clients, and cultivates referrals

Education, Experience, & Certifications

• Bachelor's degree in accounting from a four-year college or university
• Six (6) to eight (8) years of related experience and/or training, or an equivalent combination of education and experience
• Active CPA License is required

HTB is an equal opportunity employer. Employment decisions are made without regard to race, color, age, sex, sexual orientation, national origin, religion, disability, protected veteran status or other protected classifications.

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