Tax Manager

Job Description

Job Title: Tax Manager

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Location: Erie, CO

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Employment Type: Full-Time

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Work Arrangement: Hybrid

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Position Overview

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We are seeking an experienced Tax Manager to lead and manage a tax office in Erie, CO. This role is responsible for overseeing tax return review and sign-off, managing workflow and deadlines, developing staff, maintaining client relationships, and supporting the growth of the office.

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The ideal candidate will have strong tax review experience across individual and business returns, leadership capabilities, and the ability to manage client relationships and a book of business.

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Primary Responsibilities

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• Lead and manage the day-to-day operations of the tax office.
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• Review and sign off on 1040, 1120-S, 1065, and multi-state tax returns.
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• Oversee tax workflow, deadlines, seasonal planning, and return quality.
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• Maintain and strengthen relationships with business owners, high-income individuals, and other clients.
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• Manage and retain an existing book of business while identifying opportunities to develop new client relationships.
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• Take ownership of client service and resolve complex tax-related issues.
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• Establish and maintain quality standards for tax returns before they are delivered to clients.
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Qualifications

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• Active CPA or EA license in good standing.
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• Strong tax review experience involving
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• Individual (1040) returns
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• S-Corporation (1120-S) returns
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• Partnership (1065) returns
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• Multi-state tax returns
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• Proficiency in ATX or UltraTax preferred. Experience with other professional tax software is also welcome
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• Strong knowledge of professional tax preparation and review processes.
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• Experience managing or developing a book of business is highly valuable.
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