Tax Manager

Tax Manager

We are seeking a detail-oriented Tax Manager to lead tax planning, compliance, and consulting for a diverse portfolio of clients. The successful candidate will manage tax engagements from preparation through review, mentor and supervise staff, and serve as a primary client contact for complex issues. This role suits an experienced public accounting professional CPA preferred with strong technical knowledge across individuals, trusts, estates, partnerships, S corporations, and C corporations.

Key Responsibilities

• Oversee preparation, review, and timely filing of federal and state tax returns for individuals, trusts, estates, partnerships, S corporations, and C corporations.
• Provide tax planning, research, and consulting services to minimize client tax liabilities and manage compliance risk.
• Manage multiple client engagements, ensuring work is delivered on schedule, within budget, and to firm quality standards.
• Supervise, train, and mentor junior staff; conduct performance reviews and support professional development.
• Maintain and strengthen client relationships by serving as primary contact and delivering clear, proactive communication on tax matters.
• Coordinate and review tax provisions and filings related to transactions, mergers, acquisitions, and reorganizations.
• Stay current on tax law changes and industry developments; prepare client advisories and internal guidance as needed.
• Oversee tax software workflows and ensure effective use of technology and automation tools to improve accuracy and efficiency.
• Collaborate with audit and advisory teams to deliver integrated client services and resolve tax-related issues.
• Participate in business development activities, including proposals, client pitches, and networking to grow the practice.

Qualifications

• Bachelors degree in Accounting, Finance, or related field; Masters degree or MS Tax preferred.
• CPA license required or CPA candidate with commitment to obtain licensure in a specified timeframe.
• Minimum 5+ years of progressive tax experience in public accounting with a broad client mix (individuals, trusts, estates, partnerships, S corps, C corps).
• Deep technical knowledge of federal and state tax laws, regulations, and filing requirements.
• Proven supervisory experience, including training and mentoring staff and managing engagement teams.
• Strong tax research and writing skills; ability to synthesize complex rules into clear client recommendations.
• Proficiency with tax preparation and research software (for example, Lacerte, UltraTax/TaxCycle, ProSystem fx) and familiarity with accounting software such as QuickBooks.
• Excellent client-facing, communication, and interpersonal skills with a track record of building client trust.
• Strong project management skills, attention to detail, and ability to work under deadlines and handle multiple priorities.

Benefits

• Health
• Dental
• Vision
• 401(k) match
• Paid time off
• Life Insurance
• HSA

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.