Tax Department Manager

Job Description

Job Description

Helping Clients Succeed. Helping Professionals Thrive.

Simons Bitzer is a boutique CPA firm established in 1995 that focuses on helping businesses and ultra-high net worth families reach their goals. Our clients are progressive and they desire more than just accounting and tax services.

OVERALL SUMMARY OF POSITION

As the Tax Department Manager, you will help lead our tax department, manage client relationships, oversee workflow and deadlines, review and sign off on tax returns, and develop the professionals around you. You'll work closely with firm leadership, have a voice in the direction of the tax practice, and have the opportunity to build something—not simply manage a book of tax returns.

We're not just hiring a Tax Department Manager; we're investing in a future leader. For the right individual, this position provides the opportunity to pursue our Future Partner Track and build a long-term career with increasing leadership responsibilities and ownership potential.

JOB RESPONSIBILITIES

• Lead and manage the day-to-day operations of the Tax Department, overseeing workload, priorities, deadlines, and resources while proactively addressing capacity and workflow issues to ensure timely and efficient completion of client work.
• Review and sign off on business, individual, fiduciary/trust, and other tax returns, prepared by the Tax Department, ensuring accuracy, completeness, technical compliance, and adherence to firm standards.
• Provide guidance to staff on complex tax issues and return preparation questions.
• Research federal, state, and local tax issues and recommend appropriate solutions.
• Review tax planning opportunities and assist clients in implementing appropriate strategies.
• Assist with complex tax engagements, special projects, IRS and state tax matters, and other technical assignments as needed.
• Develop relationships and provide tax guidance to our more complex tax clients including business and ultra-high net worth families

And so, what does it take to be part of our team?  A CPA with 6-7 years of experience with public accounting experience desired. This candidate must also be highly proficient in QuickBooks and Microsoft Office along with having the ability to adapt to other accounting systems.

COMPENSATION & BENEFITS

Compensation: $120,000 + based on experience, CPA certification, and technical expertise. We reward talent and are committed to offering competitive compensation for exceptional candidates.

Bonus Eligibility : Performance-based bonuses.

Benefits May Include : Health insurance/Simple Plan with employer match/AFLAC/Paid Time Off/Paid Holidays, CPA license and professional dues /Continuing Professional Education (CPE)/Professional development opportunities

Why Join Our Team?

At Simons Bitzer, you’ll be more than just a number—you’ll be part of a collaborative team that values relationships, professional growth, and making a meaningful impact for our clients. As a boutique CPA firm, we provide the opportunity to work closely with business owners and ultra-high net worth families, tackle complex challenges, and gain experience beyond traditional accounting and tax services, including controllership and consulting.

We believe in investing in our people through mentorship, continued learning, and opportunities to grow professionally. Our team members enjoy a supportive culture where their ideas are valued, their contributions are recognized, and they can build a rewarding career while maintaining a healthy work-life balance.

If you are looking for a firm where you can make a difference, develop your skills, and be part of a team that truly cares about its clients and employees, we invite you to explore a future with Simons Bitzer.

What Makes Us Different?
Every day presents new challenges and opportunities to grow. Unlike firms where your work is limited to one specialty, you’ll gain experience across multiple service areas, including:
•\tOutsourced Controllership and CFO Services
•\tStrategic Planning and Business Consulting
•\tAccounting and Financial Statement Analysis Services
•\tTax Planning Preparation and Compliance
Career Opportunities Beyond Traditional Public Accounting
Many accounting professionals eventually choose between public accounting and private industry. At our firm, you do not have to choose.

Because we provide outsourced controllership and consulting services, you’ll gain valuable experience typically only found inside private companies and ultra-high net worth families, while enjoying the diversity and advanced opportunities of public accounting. This creates a unique career path with exceptional long-term growth potential.

You’ll develop expertise in:
•\tFinancial leadership
•\tBusiness operations
•\tStrategic decision-making
•\tTeam leadership
•\tClient advisory services

Your Future Starts Here!

Company Description

Why Join Our Team?\n\nAt Simons Bitzer, you’ll be more than just a number—you’ll be part of a collaborative team that values relationships, professional growth, and making a meaningful impact for our clients. As a boutique CPA firm, we provide the opportunity to work closely with business owners and ultra-high net worth families, tackle complex challenges, and gain experience beyond traditional accounting and tax services, including controllership and consulting.\n\nWe believe in investing in our people through mentorship, continued learning, and opportunities to grow professionally. Our team members enjoy a supportive culture where their ideas are valued, their contributions are recognized, and they can build a rewarding career while maintaining a healthy work-life balance.\n\nIf you are looking for a firm where you can make a difference, develop your skills, and be part of a team that truly cares about its clients and employees, we invite you to explore a future with Simons Bitzer.\n\nWhat Makes Us Different?\nEvery day presents new challenges and opportunities to grow. Unlike firms where your work is limited to one specialty, you’ll gain experience across multiple service areas, including:\n•\tOutsourced Controllership and CFO Services\n•\tStrategic Planning and Business Consulting\n•\tAccounting and Financial Statement Analysis Services\n•\tTax Planning Preparation and Compliance\nCareer Opportunities Beyond Traditional Public Accounting\nMany accounting professionals eventually choose between public accounting and private industry. At our firm, you do not have to choose. \n\nBecause we provide outsourced controllership and consulting services, you’ll gain valuable experience typically only found inside private companies and ultra-high net worth families, while enjoying the diversity and advanced opportunities of public accounting. This creates a unique career path with exceptional long-term growth potential.\n\nYou’ll develop expertise in:\n•\tFinancial leadership\n•\tBusiness operations\n•\tStrategic decision-making\n•\tTeam leadership\n•\tClient advisory services\n\nYour Future Starts Here!