Tax Manager

Job Description

Our client, a women-owned, modern CPA firm focused on delivering proactive, high-value advisory and accounting services that help clients make better decisions and grow with confidence, is seeking a hands-on Tax Manager who can see the entire financial picture—not only the tax return. This is an ideal opportunity for a technically strong, self-directed professional who will be equally comfortable reviewing financial statements, discussing tax strategy with an owner, coaching a team member, and making sure the details are right.

What You'll Do:

• Own client relationships with small business and entrepreneurial clients, generally ranging from approximately $10M - $20M in annual revenue and serve as a primary advisor and day-to-day contact guiding them through year-end accounting, tax planning, projections, compliance and business decisions.
• Manage the full tax cycle. Oversee tax planning, projections, estimated payments, compliance, and the preparation and review of business entity and individual income tax returns.
• Connect the books to the tax strategy. Review QuickBooks Online files, bank reconciliations, adjusting entries, account activity, and financial statements to identify issues before they reach the return.
• Provide business insight. Analyze financial results, trends, cash flow, profitability, and other operating information; help clients understand what the numbers mean and what actions to consider.
• Deliver proactive planning. Identify tax-saving opportunities, model alternatives, communicate recommendations clearly, and help clients prepare for upcoming decisions and deadlines.
• Review and develop the team. Review work prepared by staff, provide timely feedback, answer technical questions, and help colleagues grow in judgment, confidence, and client service.
• Maintain quality and accountability. Manage multiple engagements and deadlines while preserving accuracy, documentation, confidentiality, and a high standard of client care.
• Improve how the work gets done. Use technology and sound processes to make tax, accounting, and client-delivery workflows more consistent and efficient.
• Support the firm. Collaborate with partners and colleagues on special projects, client transitions, business development, and other firm priorities as needed.

Requirements:

• Bachelor's degree or equivalent experience in Accounting or Finance
• Active CPA license required. Candidates who have completed the exam but do not hold an active license will not meet this requirement
• Progressive public accounting experience. Typically 7–10+ years, with preference for a candidate closer to 10 years who has advanced in responsibility and client ownership.
• Broad business and owner tax experience. Demonstrated experience with privately held businesses, entrepreneurial clients, tax planning, projections, compliance, and return review.
• Financial statement fluency. Strong understanding of the balance sheet, income statement, cash flow, general ledger, adjusting entries, and how accounting decisions affect tax outcomes.
• Hands-on QuickBooks Online capability. The candidate must be able to navigate QBO, evaluate the quality of the books, and work through issues with clients and staff.
• Tax technology. Experience with CCH Axcess Tax is helpful, but not required; the ability to learn systems quickly is essential.
• Review and leadership skills. Experience reviewing work, coaching staff, communicating expectations, and taking ownership of deadlines and deliverables.
• Strong client presence. The judgment and communication skills to explain complex matters clearly, ask good questions, and build credibility with business owners.
• A team-first approach. Kind, collaborative, accountable, low-ego, and willing to pitch in. Respectful behavior and positive energy are non-negotiable.

What is Offered:

The firm offers the rare combination of meaningful client work, direct access to business owners, flexibility, room to grow, and a genuinely people-centered culture. The firm invests in mentoring and professional development, supports wellness, celebrates together after busy season and throughout the year, and gives time and resources back to the community.

Flexible schedule with hybrid work environment

Benefits:

• Competitive Salary
• PTO is unlimited after 90 days of employment for salaried employees
• Sick Days
• Medical/Dental/Vision/Life Insurance
• Company paid Medical HRA Contribution
• Long-term Disability (coverage effective after 90 days of continuous employment)
• Section 125 Plan for eligible medical/childcare expenses
• Company matched 401k
• Tuition reimbursement program
• Fitness reimbursement program
• Monthly phone stipend
• 11 paid holidays are offered, effective with the first day of service
• Masseuse offered bi-weekly
• Café room and full kitchen with snacks provided
• After Tax Season Celebration, Holiday Celebration, Firm outings together