Tax Manager

Tallero is pleased to be partnering with a growing accounting and advisory firm in Richmond, Virginia that serves entrepreneurs, closely held businesses, high-net-worth individuals and family offices. The firm pairs tax compliance with proactive planning and advisory work, and operates alongside outsourced accounting, CFO and M&A advisory teams. They are looking to add a Tax Manager to lead the tax function, oversee engagements from planning through filing, and mentor a growing team.

Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.

Tax Compliance & Review

• Review complex federal and state tax returns for individuals, partnerships, S corporations, C corporations, trusts and estates.

• Manage the full tax calendar, including extensions, estimated payments and filing deadlines, to ensure timely and accurate delivery.

• Research and apply current tax law changes and communicate their impact to clients and internal teams.

Tax Planning & Advisory

• Develop proactive tax strategies for business owners, high-net-worth individuals and family offices, including entity structuring and multi-entity planning.

• Advise on tax matters arising from business sales, acquisitions and other transactions in coordination with the firm's advisory team.

• Support clients with specialized situations such as loan-out companies, pass-through entity elections and multi-state exposure.

Client Relationships & Resolution

• Serve as a trusted advisor and primary tax point of contact for a portfolio of clients.

• Represent clients in IRS and state tax notices, inquiries and examinations.

• Scope and price tax projects and special engagements.

Team Leadership

• Train, mentor and review the work of tax staff and seniors, providing timely and constructive feedback.

• Collaborate with accounting, bookkeeping and advisory colleagues to deliver a seamless client experience.

• Contribute to process improvement and the continued development of the firm's tax practice.

REQUIREMENTS

• Bachelor's degree in Accounting or a related field required; Master's in Taxation a plus.

• CPA license required (or EA with substantial relevant experience).

• 5+ years of progressive tax experience, ideally in public accounting, including prior review responsibilities.

• Strong working knowledge of pass-through entity taxation (Forms 1065, 1120-S) and individual taxation (Form 1040), with exposure to trusts, estates and multi-state returns.

• Experience with tax planning and advisory work for closely held businesses and high-net-worth clients.

• Proficiency with tax preparation and research software; experience with a modern, cloud-based tax workflow is a plus.

• Excellent written and verbal communication skills with the ability to explain complex tax topics clearly to non-financial clients.

• Strong organization and time management skills, with the ability to juggle multiple priorities in a deadline-driven environment. xhqgsiq

• Prior experience supervising or mentoring staff preferred.