Tax Manager

A bit about us:

We are a growing, full-service CPA and advisory firm serving privately held businesses, high-net-worth individuals, family offices, and emerging companies across a variety of industries. Our firm is committed to delivering exceptional client service while fostering a collaborative and entrepreneurial culture where professionals can build rewarding, long-term careers.
With a strong reputation for technical excellence and client partnership, we provide tax compliance, consulting, and strategic planning services designed to help our clients navigate complex financial and regulatory environments.

Why join us?

Competitive compensation
Clear path for career advancement and partnership opportunities
Collaborative leadership team and supportive culture
Exposure to sophisticated tax planning and advisory engagements
Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
Opportunity to lead and mentor high-performing tax professionals

Job Details

The Senior Tax Manager will be a key leader within the Tax Practice, responsible for managing client relationships, overseeing tax compliance and planning engagements, and mentoring a team of tax professionals. This role requires strong technical tax expertise, leadership capabilities, and a client-focused mindset to deliver high-quality tax solutions and strategic guidance.

Key Responsibilities

Manage a portfolio of business and individual tax clients.
Review complex federal, state, and local tax returns.
Lead tax planning and consulting engagements for closely held businesses and high-net-worth individuals.
Identify and implement tax-saving strategies for clients.
Serve as a trusted advisor to clients on tax and business matters.
Research and analyze complex tax issues and communicate recommendations to clients and firm leadership.
Supervise, mentor, and develop Tax Managers, Seniors, and Staff.
Review workpapers and ensure compliance with firm quality standards.
Participate in business development activities and assist with client retention efforts.
Monitor changes in tax legislation and assess impacts on clients.
Collaborate with partners and other service lines to deliver integrated client solutions.

Qualifications

Bachelor's degree in Accounting, Finance, or related field
Active CPA license required
8+ years of public accounting tax experience
Progressive experience managing complex tax engagements
Strong knowledge of federal, state, and local tax regulations
Experience reviewing partnerships, S-corporations, C-corporations, trusts, estates, and individual tax returns
Demonstrated leadership and staff development experience
Strong communication, presentation, and client relationship management skills
Experience with tax software and research platforms

Preferred Experience

Multi-state taxation
High-net-worth individual tax planning
Pass-through entity taxation
Mergers & acquisitions tax consulting
Estate and trust taxation
Business advisory and consulting services

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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