Tax Manager

Tax Manager

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don't just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

At Lutz, our people are our greatest asset. That's why we've built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

The Accounting team at Lutz forms the backbone of our business, providing expert tax, audit, and assurance services with a personal touch. From working with family-owned businesses to navigating complex financial structures, our accountants do more than deliver compliance—they serve as trusted advisors helping clients achieve their goals. With dedicated niche groups and a focus on continuous learning, Lutz offers opportunities to specialize, grow, and make an impact.

As a Tax Manager, you will:

• Oversee and manage tax engagements for a diverse portfolio of clients, ensuring compliance with federal, state, and local tax regulations
• Review complex individual, corporate, partnership, and S-corporation tax returns prepared by staff and seniors
• Provide proactive tax planning and consulting services to clients, identifying strategies to minimize tax liability and support long-term goals
• Supervise, mentor, and develop staff and senior accountants by providing technical training, performance feedback, and career guidance
• Conduct and review technical research on complex tax issues, communicating findings and recommendations to clients and internal stakeholders
• Manage client relationships by serving as a primary point of contact, addressing concerns, and ensuring timely delivery of high-quality work
• Collaborate with firm leadership to identify growth opportunities and contribute to business development efforts
• Oversee engagement budgets, billing, and profitability while ensuring client satisfaction and adherence to deadlines

Qualifications:

• 5 plus years of experience in tax, including supervisory responsibilities
• Bachelor's degree in accounting required
• Active CPA license required
• Strong knowledge of federal, state, and local tax regulations and compliance requirements
• Proven experience managing multiple client engagements and leading teams
• Excellent written and verbal communication skills, with the ability to explain complex tax matters clearly to clients and team members
• Strong organizational skills with the ability to manage priorities and meet deadlines
• Proficiency in Microsoft Office, especially Excel, and tax preparation/research software

Benefits:

• Investments & Incentives
• Competitive Base Salary | Matching 401k Program | Profit-Sharing | New Client Referral Incentives | Professional Certification Exam Incentives
• Lifestyle Balance
• Paid Holidays | Paid Time Off (PTO) | Flexible Schedule | Employee Appreciation Events | Social Events | Family Outings
• Professional Development
• Formal Mentor Program | Continuing Education | Leadership Development Program | CPA Exam Fee Reimbursement | CPA Review Course Support | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support
• Health & Wellness
• Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program
• Office Perks
• "Dress for Your Day" Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks