Tax Manager

Tax Manager Opportunity

Our client is seeking a Tax Manager for an exciting direct hire opportunity! This is an opportunity to work with a collaborative and fast-growing CPA firm with offices across multiple states. The Tax Manager will serve as a trusted advisor to clients while also leading internal team members and helping shape the future of our practice. If you're a strategic thinker with a passion for leadership and client service, we'd love to hear from you.

Major Responsibilities:

• Serve as the lead for assigned client relationships and manage ongoing communication;
• Prepare and review a wide range of tax returns, including 1040, 11120, and 1065;
• Manage client projects, office workflows, and internal team assignments;
• Support and collaborate with the team on various tax and accounting projects;
• Develop and maintain strong client relationships, including proactive tax and estate planning;
• Prepare and review accounting activities for assigned clients;
• Identify additional client service needs and communicate updates effectively;
• Actively contribute to company advisory service offerings and initiatives;
• Participate in billing, WIP analysis, and firm programs such as the Coaching Program;
• Maintain confidentiality of sensitive information;
• Train and mentor team members and promote process improvement;
• Attend occasional same-day travel to client offices and meetings;
• Extended hours may be required during tax season;
• Other duties as assigned;

Knowledge, Skills, and Abilities:

• Highly detail-oriented, accurate, and organized;
• Strong client service skills and relationship management experience;
• Excellent communication skills, both written and verbal;
• Able to prioritize tasks and manage multiple deadlines;
• Effective team leader and collaborator;
• Strong active-listening and problem-solving skills;
• Proficiency in Quickbooks Online and Desktop
• Working knowledge of GAAP and Tax Basis Accounting (Cash and Accrual methods)
• Strong sense of initiative and ability to guide others through changing priorities;
• Experience with CCH platform

Education and Experience:

• Bachelor's degree in Accounting or Finance;
• CPA is highly desirable;
• Experience in public accounting firm
• 5+ years of experience in a similar tax role;

Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.