Tax Manager

Who we are

We’re an integrated professional services firm built on the belief that meaningful impact is possible — with our clients, our team, and our communities. Guided by a fully aligned leadership team, we build that reality 90 days at a time. Our approach lets our people cultivate deeper client relationships and spread work more evenly across the year. We believe delivering more value to clients is what lets our team receive more in return through competitive compensation, real work/life harmony, strong benefits and administrative support, and development at a personally preferred pace. Work should harmonize with life, not compete with it: you can build around personal priorities, be present for the people who matter, and use your PTO without dreading the surge before or after. We spend most of our waking hours at work, so that time should matter alongside clients and teammates we genuinely enjoy.

Your role:

• Be more than “the tax person” and proactively interact with client management to make business and tax recommendations
• Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
• Manage complex issues which require creativity, research, and comprehension of tax law including related implications • Participate in new business development and proposals for prospective clients
• Seek to identify new advisory opportunities and propose additional services to existing clients
• Participate in the execution of various firm initiatives

Other Functions:

• Create, analyze, and present tax advisory results using various technologies
• Review tax returns while assuming primary responsibility for client engagements including scheduling, staffing, timing, technical issues, and additional duties as needed
• Ensure the completion of engagements including identifying and addressing problem areas with minimal oversight or assistance
• Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values

Preferred qualifications:

• Bachelor’s degree in accounting or related field
• Actively licensed CPA or EA
• 5+ years’ experience in a public accounting environment
• Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required