Tax Manager, Client Advisory
Full-time
JCW Group
We are partnered with a well-respected, family-owned public accounting firm with 40+ years of experience integrating tax, investment, and legal services for individuals and small businesses. The team has built a reputation for creating a collaborative and high-performing environment where professionals have the opportunity to work closely across disciplines and make a meaningful impact on the client experience. The Tax Manager will manage client relationships, oversee the income tax practice, and work closely with the firm's investment and legal teams. This creates a unique opportunity for tax professionals who enjoy getting into the weeds and building long-term relationships while serving as a trusted advisor to clients.
What You'll Do:
- Manage day-to-day individual and entity tax return preparation
- Build lasting client relationships through a welcoming, personalized experience
- Meet directly with clients and provide personalized tax guidance
- Resolve federal and state tax matters, including interaction with IRS and state practitioner lines
- Oversee tax workflow efficiency and resolve issues proactively
- Collaborate with our tax, investment, and legal teams to deliver holistic financial guidance
What We're Looking For:
- CPA or EA license (required)
- Strong individual tax experience
- Comfortable working directly with clients
- Series 7 & 66 a plus
- Strong tax workflow management skills
- Availability for extended hours during tax season
For more information regarding this position or other opportunities please reach out to View email address on click.appcast.io.
Vacancy posted 6 hours ago
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