Tax Manager or Tax Senior

Tax Manager

About the Role

This is an opportunity to work closely with business owners and other clients across a broad range of tax matters, including tax planning, compliance, research, and advisory services .

You will have the opportunity to take ownership of client relationships, work through complex tax issues, and play an important role in developing less-experienced team members.

The ideal candidate combines strong technical tax expertise with excellent client service and leadership skills and is motivated to continue growing professionally.

Key Responsibilities

• Serve as a primary point of contact for assigned tax clients and build strong, long-term relationships.

• Advise clients on a broad range of tax matters, including planning, research, compliance, and general business activities.

• Manage federal and state tax compliance engagements and coordinate client needs throughout the engagement process.

• Prepare and review complex individual and business tax returns.

• Analyze tax situations and identify opportunities for tax planning and optimization.

• Research complex tax issues and clearly communicate recommendations and conclusions to clients and internal team members.

• Manage multiple engagements while balancing deadlines, priorities, and client expectations.

• Stay current with changes in tax law, regulations, and industry practices.

• Provide guidance and mentorship to team members.

• Help team members understand expectations, strengthen their technical skills, and identify opportunities for professional development.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field .

• 4+ years of relevant tax experience .

• Strong knowledge of federal and state tax laws.

• Solid understanding of general accounting principles.

• Familiarity with FASB and Internal Revenue Code requirements.

• CPA or EA designation, or actively working toward one.

• Ability to explain complex tax concepts clearly and effectively to clients and colleagues.

• Strong communication, organization, and analytical skills.

• Proficiency with Microsoft Office and tax/accounting software.

Preferred Qualifications

• 1+ years of management, supervisory, or mentoring experience .

• Experience managing client relationships and tax engagements.

• Experience with tax planning and advisory services.

• Experience working with business owners and closely held businesses.

• Ability to manage multiple priorities and work effectively in a deadline-driven environment.

What You'll Gain

• Meaningful client interaction and relationship-building opportunities.

• Exposure to a broad range of tax planning, compliance, research, and advisory work.

• Leadership and mentorship responsibilities that support continued career growth.

• Opportunity to work alongside an experienced and collaborative tax team.

• A role that combines technical tax expertise, client service, and people leadership .