Tax Manager
The Agency
A respected accounting and advisory firm near Chicago is seeking an experienced Tax Manager to join its team and play an important role in serving clients, leading engagements, developing talent, and growing the practice.
This is an opportunity for an established tax professional to take ownership of client engagements, navigate complex tax matters, and build lasting relationships with individuals, closely held businesses, and nonprofit organizations. You'll have the opportunity to combine technical tax expertise with financial reporting and advisory work while working directly with firm partners and having a voice in how the practice operates.
What You'll Do
- Lead tax engagements: Oversee the preparation and review of individual, business, pass-through, and nonprofit tax returns, ensuring accuracy, quality, and timely delivery.
- Serve as a trusted client advisor: Build strong client relationships and provide practical guidance on tax planning, estimated payments, entity selection, and year-end strategies.
- Navigate complex tax matters: Research technical issues, address multi-state tax considerations, and develop solutions for unique client situations.
- Take ownership of client engagements: Manage a defined book of business, including engagement scope, staff assignments, deadlines, and client communication.
- Oversee financial reporting: Lead reviews, compilations, and financial statement preparation to support tax and advisory decisions.
- Develop and mentor talent: Coach preparers and other team members, provide meaningful review feedback, and help improve technical skills and efficiency.
- Contribute to practice growth: Identify additional tax planning and advisory opportunities within existing client relationships.
- Improve how work gets done: Establish review standards, streamline workflows, and help shape processes within the practice.
- Collaborate with firm leadership: Work directly with partners to maintain high standards of client service and engagement quality.
What We're Looking For
- An active CPA license.
- Substantial public accounting experience in tax preparation and review.
- Strong technical knowledge of individual, pass-through, closely held business, and nonprofit taxation.
- Experience managing multiple client engagements and meeting deadlines throughout tax season.
- Working knowledge of multi-state tax matters, basis calculations, estimated payments, and entity planning.
- Experience supervising, coaching, and mentoring tax professionals.
- Familiarity with financial statement preparation, reviews, and compilations.
- Strong client service skills and the ability to build lasting professional relationships.
- Excellent written and verbal communication skills, including the ability to explain complex tax matters in straightforward terms.
- Strong organizational skills, sound technical judgment, and the ability to work independently.
What the Organization Offers
The firm provides an environment where experienced professionals can take ownership of their work, build meaningful client relationships, and have a direct impact on the practice.
- Professional development: Opportunities to expand technical expertise and strengthen leadership capabilities.
- Direct partner access: Work closely with firm leadership without unnecessary layers of management.
- Variety of work: A combination of tax compliance, financial reporting, and advisory services.
- Manageable client load: The resources and flexibility to focus on quality work and client service.
- Leadership opportunities: Mentor team members, establish review standards, and help shape engagement processes.
- Meaningful ownership: Take responsibility for client outcomes and have a voice in how the practice grows and operates.
Take the Next Step in Your Tax Career
If you're an experienced tax professional looking for an opportunity to take ownership of client relationships, provide meaningful advisory services, and help shape a growing practice, apply today to learn more about this Tax Manager opportunity.
Equal Employment Opportunity
The Agency Recruiting is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.
$90k - $135k
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