Tax Manager
Crete Professionals Alliance
About the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That's why we've built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Currenthas rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We're building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you'll be part of a community shaping the future of the profession. Position Summary The Tax Manager is responsible for managing tax compliance, planning, and consulting services for a diverse client base of individuals, businesses, trusts, and nonprofit organizations. This role oversees multiple client engagements, reviews tax returns, mentors staff, maintains strong client relationships, and ensures work is completed accurately and on schedule. In a smaller CPA firm, the Tax Manager is expected to be actively involved in technical tax work while contributing to practice development and operational efficiency. Essential Responsibilities
- Manage multiple tax engagements from planning through completion while meeting deadlines and budget expectations.
- Review and prepare federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and nonprofit organizations.
- Provide proactive tax planning and consulting to minimize client tax liabilities and identify planning opportunities.
- Research complex tax issues and communicate findings and recommendations to clients and firm leadership.
- Serve as the primary contact for assigned clients, building long-term relationships through responsive and professional service.
- Supervise, mentor, and develop tax staff and seniors by reviewing work, providing feedback, and supporting professional growth.
- Coordinate workflow, assign projects, and monitor engagement progress throughout the tax season.
- Assist clients with IRS and state tax notices, examinations, and correspondence.
- Stay current on changes in tax laws, regulations, and industry developments, ensuring compliance and advising clients accordingly.
- Identify opportunities for additional services and participate in business development and client retention efforts.
- Collaborate with partners on tax strategies, firm initiatives, and process improvements.
- Maintain accurate engagement documentation and comply with firm quality control standards.
- Support year-round client advisory services, including estimated tax planning, entity selection, succession planning, and business consulting.
- Bachelor's degree in Accounting required; Master's in Taxation preferred.
- Active CPA license required.
- 6+ years of progressive public accounting tax experience.
- Experience reviewing complex tax returns across multiple entity types.
- Strong knowledge of federal and state tax laws and regulations.
- Previous supervisory or team leadership experience.
- Experience with tax preparation and research software (e.g., CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, or similar).
- Proficiency with Microsoft Office, particularly Excel
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Vacancy posted 5 days ago
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