Tax Manager

Tax Manager

C Elizabeth Jain CPA LLC dba Carrell and Co CPAs (CAC) provides Tax and Business services and has offices in (North) Dallas Texas and Nashville Tennessee. CAC is hiring a Tax Manager to join our Dallas team. In this HYBRID role you will manage a team, help to set policy, review returns, collaborate with our business services teams and prepare some of the more complex tax returns. Accuracy, efficiency, and attention to detail are vital to providing excellent customer service to our clients. The ideal candidate has 6-8 years of tax experience in public accounting, 3-4 years managerial and experience with CCH Axcess. All staff participate in an incentive plan. There is growth potential for this role.

Key Responsibilities

Staff Development & Mentorship

• Coach & Educate: Train, mentor, and supervise tax staff. Conduct continuous on-the-job training and periodic technical updates.
• Empower Teams: Delegate effectively, review work, and provide actionable, constructive feedback to help staff build confidence and technical expertise.
• Career Cultivation: Identify areas of improvement and create personalized development plans for direct reports to foster high retention and engagement.

Client Communication & Advisory

• Proactive Advising: Guide clients through complex tax rules, identify tax-saving opportunities, and offer innovative planning solutions.
• Relationship Building: Act as the primary point of contact for key clients, ensuring clear and timely communication regarding engagements, deliverables, and tax implications.
• Elevate Service: Transform the traditional compliance process into a high-value advisory experience.

Practice Development & Culture Building

• Inspire Advocacy: Build a highly motivated team that is proud of the firm's culture, resulting in organic business development and new client referrals.
• Business Development: Actively participate in sales calls, draft proposals, and help generate new business by cross-selling firm services to existing clients.
• Process Improvement: Seek out and implement operational efficiencies that reduce burnout and improve overall workflow.

Education, Experience & Skills

Bachelors degree in accounting

Certified Public Accountant (CPA) license in good standing-required

QuickBooks experience

6-8 years experience as a CPA in public accounting

3-4 years supervisory and review experience

Business and personal tax experience

Exceptional computer skills, including CCH Axcess, Autoflow & XCM Workflow, Microsoft Office and databases

Experience with Karbon a huge plus

Innovative and constant improvement mindset

Able to participate in change management

Outstanding organizational and communication skills

Able to thrive in a deadline-driven environment

Team Leader

Passionate about Tax

Carrell and Co is a boutique CPA tax firm with offices in Texas and Tennessee. We pride ourselves on the personalized attention and exceptional service that we provide to our clients. In addition to tax, we also provide accounting, human resources, payroll, forecasting and CFO advisory services for medium and small businesses across the United States. Our goal is to make working with our CPA firm as enjoyable and beneficial as possible.

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