Tax Manager

Job Description

Job Description

Job Title: Tax Manager

Position Overview

We are seeking a skilled and proactive  Tax Manager to oversee tax compliance, planning, and advisory services for a diverse and sophisticated client portfolio. This role is ideal for a tax professional who thrives on complexity, working closely with high-net-worth individuals, closely-held businesses, and intricate entity structures. You will act as a trusted advisor, managing client relationships while mentoring junior staff.

Compensation & Perks

• Base Salary:  [$120,000 – $160,000+]  (DOE / Dependent on Experience)
• Bonus Structure: Discretionary performance bonuses, merit-based raises, and a generous "busy season" completion or retention bonus.
• Schedule Flexibility:   Hybrid work schedule option with core remote days, plus flexible hours outside of peak filing deadlines.
• Summer Hours: Accelerated or compressed work weeks during the summer months to enjoy extended weekends.

Comprehensive Benefits

• Health & Wellness: Comprehensive medical, dental, and vision insurance coverage options with firm-subsidized premiums.
• Retirement: 401(k) retirement savings plan with an immediate, competitive firm matching contribution.
• Time Off: Generous Paid Time Off (PTO) package, plus observed paid holidays and floating holidays.
• Professional Development: 100% coverage for CPA license renewals, professional association dues, and all continuing professional education (CPE) courses.
• Tech Stack: Modern remote-work setup provided, including an updated laptop and dual monitors for your home office.

Key Responsibilities

• Compliance & Review: Review and sign off on complex federal and state tax returns, including  Corporate (C-Corp), S-Corporations, Partnerships, Trusts/Estates, and High-Net-Worth (HNW) individuals .
• Tax Planning & Advisory: Proactively develop and implement strategic tax planning and wealth preservation strategies for business owners and affluent families.
• Client Relationship Management: Serve as the primary point of contact for clients, translating complex tax codes into clear, actionable business advice.
• Team Leadership: Supervise, mentor, and review the work of senior and staff accountants, fostering a collaborative and growth-oriented environment.
• Research & IRS Representation: Conduct deep technical research on complex tax issues and represent clients before the IRS and state taxing authorities if needed.

Qualifications & Experience

• Experience: Minimum of 5 years of progressive tax experience in public accounting or a sophisticated boutique firm.
• Technical Expertise: Strong foundational knowledge of S-Corp taxation, corporate structures, and fiduciary/trust accounting.
• Education: Bachelor’s degree ( BA/BS ) in Accounting, Finance, or a related field is preferred.
• Credentials:   CPA license or Enrolled Agent (EA) designation is highly preferred.
• Software Proficiency: Experience with  CCH Tax Software (Axcess or ProSystem fx) is preferred; however, proficiency in other enterprise tax applications (e.g., UltraTax, GoSystem) will be fully considered.

Core Competencies

• Analytical Thinker: Ability to dissect complex financial data and identify tax optimization opportunities.
• Strong Communicator: Comfortable presenting high-level financial strategies to business owners and executives.
• Detail-Oriented: Exceptional organizational skills with the ability to manage multiple filing deadlines smoothly.