Tax Manager

Tax Manager

An experienced tax professional with 5+ years of public accounting experience and strong expertise in passthrough entity and closely held business taxation. Oversee technical tax reviews, manage complex CHB tax engagements, and lead a tax team while supporting client relationships and solving complex tax issues. Full-time opportunity available immediately. To support a growing CHB practice, develop staff, strengthen client relationships, and contribute to firm growth through high-quality tax advisory services. Competitive and commensurate with experience.

The Tax Manager in the Private Clients (Closely Held Business) Practice oversees tax preparation and technical review for complex closely held businesses, primarily passthrough entities and their owners. This role includes researching and resolving complex tax issues, supervising and developing tax team members, managing engagement economics, and cultivating strong, long-term customer relationships.

Key Responsibilities:

• Develop comprehensive knowledge of each customer's business and communicate engagement economics clearly.
• Provide frequent updates to customers regarding progress, issues, and resolutions.
• Continually expand specialty area knowledge and educate the team on new tax practices and processes.
• Monitor billable hour budgets and address variances.
• Perform simultaneous technical reviews of complex tax returns.
• Research complex tax issues and recommend innovative solutions in collaboration with stakeholders.
• Create developmental plans for team members and evaluate performance outcomes.
• Delegate and manage tax and research assignments to ensure accuracy and efficiency.
• Provide coaching, direction, and leadership to the tax team.
• Support business development through networking, community involvement, and professional events.
• Build strong, long-term customer relationships and own those relationships end-to-end.
• Participate in recruiting efforts and celebrate individual and team successes.
• Deliver effective performance feedback and contribute to promotion assessments.

Qualifications:

• Bachelor's degree in Accounting or Finance; Master's in Tax preferred.
• 5+ years of recent accounting firm experience managing complex tax projects, CHB engagements, and workflow.
• Significant experience with entity-level taxation across multiple structures.
• CPA certification required.
• Strong multitasking and organizational skills.
• Excellent written and verbal communication abilities.