Tax Manager

The Tax Manager is responsible for managing a portfolio of client relationships, overseeing tax compliance and advisory services, leading a small team of tax professionals, and supporting the firm’s growth through client onboarding and business development activities. This role combines technical tax expertise, team leadership, client management, and sales support to ensure exceptional service delivery and long-term client retention. The ideal candidate is highly organized, client-focused, technically strong, and comfortable balancing leadership responsibilities with business development and operational execution. Key Responsibilities Manage a book of business consisting of business, individual, and/or real estate investor clients. Serve as the primary point of contact for assigned client relationships. Deliver proactive tax planning, advisory, and compliance guidance. Oversee preparation and review of tax returns for individuals, partnerships, corporations, and other entities. Identify tax-saving opportunities and planning strategies for clients throughout the year. Maintain high client satisfaction through responsiveness, communication, and relationship management. Coordinate and manage client deadlines, deliverables, and workflow expectations. Team Leadership & Operations Supervise, mentor, and develop a small team of tax staff. Review work for technical accuracy, completeness, and quality control. Delegate work effectively and monitor team productivity and utilization. Support employee training, coaching, and performance development. Assist with workflow management and capacity planning during peak and non-peak seasons. Promote collaboration, accountability, and continuous improvement within the team. Ensure compliance with firm standards, processes, and professional requirements. Business Development & Client Onboarding Participate in consultations and discovery meetings with prospective clients. Assist in identifying client needs, service opportunities, and engagement scope. Support the sales process by presenting solutions, explaining service offerings, and helping close new business opportunities. Lead onboarding efforts for new clients, including information gathering, system setup, expectations management, and relationship transition. Build and maintain referral relationships with clients, centers of influence, and strategic partners. Identify cross-selling opportunities across tax and advisory services. Technical & Firm Responsibilities Stay current on tax law changes, industry developments, and regulatory updates. Support implementation of process improvements, technology, and workflow efficiencies. Contribute to the firm’s growth initiatives, culture, and operational goals. Assist leadership with special projects, strategic initiatives, and client issue resolution as needed. Requirements & Qualifications Bachelor’s degree in Accounting, Finance, Tax, or related field. Active CPA, EA, or JD credential required. 5+ years of experience in public accounting or tax advisory services. Experience reviewing individual, partnership, and corporate tax returns. Prior experience supervising or mentoring team members. Strong client relationship management and communication skills. Ability to manage multiple projects, deadlines, and priorities in a fast-paced environment. Strong organizational, analytical, and problem-solving abilities. Experience working with small business owners, real estate investors, and high-net-worth clients preferred. Business development or client onboarding experience is a plus. Performance Measures Client retention and satisfaction. Team productivity and quality of work. Timely completion of engagements and deadlines. Revenue growth within assigned client portfolio. Successful onboarding and conversion of prospective clients. Staff development and team engagement. Realization and profitability of managed engagements. Compensation The range for combined salary and bonus for this role is $140,000 - $160,000, depending on experience with opportunities for growth as your portfolio grows and your team succeeds. Benefits All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts. Social Responsibility Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community. About Benchmark International Benchmark International Tax Services is part of the Benchmark International Group. Benchmark International is best known as a global mergers and acquisitions practice dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service. Specializing in the transaction of mid-market companies, our M&A teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers—whether local or international—through a combination of proprietary databases, deep market insight, and strategic outreach. Our tax services business grew out of this one-in-a-lifetime family wealth generating ecosystem. Our ability to win the trust of clients for such high-stakes transactions generated requests for ongoing relationships across other lines of professional financial services. Similarly, our work with emerging growth businesses brought to our attention the need for earlier intervention in the lifecycle of many of the companies heading to market. From these beginnings arose a stand-alone tax practice able to leverage the reputation and name recognition of the decades-old Benchmark International brand. From our partnership with the Tampa Bay Lightning to the hundreds of industry awards and thousands of successful company exits, our name is instantly recognized for trust, professionalism, and success. As a result of our affiliation, we enjoy certain unparalleled routes to market. These provide excellent opportunities for our tax professionals to grow their client portfolio both organically and passively. They also ensure our professionals the opportunities to work across a greater breadth of service in terms of industry, complexity, and specific tax issues. Our model is built around a more balanced annual schedule. We bring our clients to deadlines well prepared by recurring quarterly meetings and active management throughout the year. The pricing of our services ensure our managers and their teams can have truly strategic and relationship-based interactions with our clients. We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported. Benchmark International cannot sponsor work visas for candidates. To Apply Qualified candidates should submit a resume and a brief summary outlining their experience in tax advisory, team leadership, client management, and business development within a public accounting or advisory environment. #J-18808-Ljbffr