Tax Manager

Tax Manager

Position Summary

The Tax Manager serves as a true #2 to the Tax Partner. This person takes on roughly 50 client relationships from a shared book of about 100 and leads a team of 3 to 5.

We are looking for an experienced manager, not a senior looking to step up. This is the person the team leans on when a problem gets complicated, including a client with more than 400 entities. Our practice is collaborative, so clients are shared rather than owned. This seat is a real path to Tax Partner.

Responsibilities:

Tax Review & Compliance

• Serve as the primary reviewer on returns for S-Corps, C-Corps, partnerships, and individuals.
• Review consolidated federal, corporate consolidated, partnership, and combined state returns.
• Ensure returns are accurate, compliant with federal, state, and local regulations, and filed by deadlines.
• Minimize errors through rigorous review and adherence to firm quality control standards.

Complex Client Problems & Tax Planning

• Step in and resolve complicated client problems, including multi-entity and multi-state issues.
• Develop and implement tax strategies that fit each client’s financial goals while optimizing tax benefits.
• Monitor changes in tax legislation and give clients timely updates and actionable advice.
• Serve as a subject matter expert for team members and clients on complex tax issues.

Client Relationship Management

• Manage roughly 50 client relationships from a shared book, working collaboratively with the Tax Partner.
• Work directly with clients by phone, video, in person, and at local client sites.
• Communicate regularly on filings and planning opportunities, and address client concerns promptly.
• Proactively identify and recommend tax‑saving opportunities.

Leadership & Team Development

• Lead, mentor, and develop a team of 3 to 5, plus interns during busy season.
• Set clear expectations, delegate appropriately, and give constructive feedback and training.
• Foster a collaborative environment where people ask questions and suggest better ways of working.
• Take load off the Tax Partner as a true #2.

Process, Technology & Billing

• Identify and implement improvements to tax preparation, planning, and compliance workflows.
• Leverage technology to increase productivity and reduce turnaround times.
• Oversee billing for tax clients, ensuring invoices are accurate and timely.
• Track engagement profitability and budget hours, and take corrective action when needed.

Firm Growth & Collaboration

• Expand services with existing clients and support business development, including networking, presentations, and proposals.
• Collaborate with the audit and accounting teams to deliver comprehensive client service.
• Uphold firm standards and risk management policies.

Required Qualifications:

• Active Certified Public Accountant (CPA) license.
• Bachelor’s degree from an accredited four‑year university; advanced degree a plus.
• 12+ years of tax experience in public accounting (12 to 15 years ideal).
• Current experience as a Tax Manager leading a team.
• Broad, hands‑on experience across S-Corps, C-Corps, partnerships, and individuals, with a focus on business clients.
• Strong tax accounting skills, including:
  • S. GAAP and tax compliance
  • Corporate consolidated and consolidated federal returns
  • Partnership returns
  • Combined state returns
• A background at a technology‑driven, paperless firm.
• Proficiency in Microsoft Office, particularly Excel.

Preferred Qualifications:

• Construction or manufacturing tax experience.
• Corporate tax experience.
• Experience with CCH Engagement or CCH Access.

Key Competencies

The successful candidate will demonstrate:

• A jack‑of‑all‑trades command of tax work, and the judgment to handle complicated problems
• Excellent organizational, communication, presentation, and interpersonal skills
• Strong attention to detail and analytical skills
• Strong time management across multiple deadlines and client relationships
• Willingness to ask questions and raise issues early
• Leadership and coaching effectiveness
• Client relationship skills, on video and in person
• A positive attitude
• The personality and ambition to grow into a Tax Partner

Success Measures

Success in this role will be measured by:

• Mastery of the firm’s technology and tax process
• Accurate, compliant returns filed by deadline
• Quality of reviews, with minimal corrections at partner review
• Meeting the department’s budget hours
• Client satisfaction and retention across the assigned book
• Team development and retention
• Engagement profitability and timely, accurate billing
• Process and technology improvements adopted by the team

Job details:

• Job Type:
  • Full-time
  • Reports to Tax Partner
  • 3-5 direct reports plus interns during busy season
• Benefits:
  • 401(k)
  • 401(k) matching
  • Employer-paid health insurance
  • Wellness program with gym membership reimbursement
  • Flexible spending account
  • Unlimited paid time off
• Schedule:
  • 4 days a week in Plano office; 1 day remote
  • 40 hours per week; 45-50 in busy season
• Supplemental pay types:
  • Bonus pay

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