Tax Manager

A bit about us:

We are an established CPA and business advisory firm with more than 50 years of experience helping businesses and individuals navigate complex financial, operational, and strategic challenges. While we provide traditional tax, accounting, and assurance services, our true value lies in serving as trusted advisors who help clients make better business decisions through proactive planning, financial insight, and long-term partnership.

Our client base ranges from emerging and middle-market businesses to nonprofit organizations, government entities, and Fortune 500 companies. We regularly assist clients with tax strategy, financial reporting, business consulting, outsourced CFO services, litigation support, business valuations, due diligence, and operational improvements. Rather than simply delivering financial statements and tax returns, we help clients understand what their numbers mean and how they can use that information to drive future growth.

Why join us?

Join a highly respected boutique CPA and advisory firm with more than five decades of helping businesses solve complex financial and operational challenges.
Work alongside experienced leadership with backgrounds in Big Four public accounting, executive financial management, business consulting, and private equity advisory.
Build meaningful relationships with privately held businesses while also gaining exposure to Fortune 500 consulting engagements, litigation support, and financial expert witness projects.
Become a true business advisor by helping clients evaluate strategic decisions, improve operations, model future growth scenarios, manage risk, and increase profitability.
Enjoy a diverse practice that includes tax planning, accounting, outsourced CFO services, business consulting, financial analysis, business valuations, and due diligence.
Work directly with business owners and executive leadership rather than simply preparing tax returns behind the scenes.
Join a collaborative, close-knit team where your ideas are valued, mentorship is readily available, and you'll have the opportunity to expand your technical and advisory expertise.

Job Details

We are seeking an experienced Tax Manager who wants to do more than review tax returns. This role is ideal for someone who enjoys serving as a trusted advisor to business owners by combining technical tax expertise with strategic business consulting. You'll oversee complex tax engagements while partnering with clients to solve financial, operational, and business challenges that impact long-term success.

Working closely with firm leadership, you'll manage client relationships, mentor staff, identify planning opportunities, and help businesses make informed decisions that extend far beyond tax compliance.

Responsibilities
Manage a portfolio of business and individual tax clients from planning through final delivery.
Review complex federal, state, and local tax returns for corporations, partnerships, S corporations, trusts, and individuals.
Develop proactive tax planning strategies that align with each client's long-term business and financial goals.
Serve as a trusted advisor by providing year-round tax consulting, financial guidance, and strategic planning.
Partner with business owners to evaluate operational decisions, analyze financial performance, and identify opportunities for growth and process improvement.
Research complex tax issues and communicate practical recommendations to clients and internal teams.
Supervise, mentor, and develop tax professionals through technical review and coaching.
Assist clients with IRS examinations, notices, and tax resolution matters.
Collaborate with firm leadership on workflow management, client strategy, and practice development initiatives.
Identify opportunities to expand advisory relationships through additional consulting and financial services.
Ensure engagements are completed accurately, efficiently, and in accordance with professional standards.
Qualifications
Bachelor's degree in Accounting or related field.
CPA license required.
5+ years of recent public accounting tax experience.
Strong experience reviewing complex business and individual tax returns.
Solid knowledge of federal and multi-state taxation.
Experience providing proactive tax planning and consulting to closely held businesses.
Strong communication skills with the ability to explain complex financial concepts to business owners.
Experience mentoring and developing staff.
A consultative mindset with a passion for helping clients solve business challenges, not just tax issues.

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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