Tax Manager

About Pattillo, Brown & Hill, LLP: Pattillo, Brown & Hill, LLP is seeking a Tax Manager to join our Waco team. We are looking for a motivated professional who possesses a client‑forward mindset, positive attitude, and strong technical expertise. This role offers the opportunity to lead client engagements, develop meaningful client relationships, mentor team members, and contribute to the continued growth and success of both our clients and our firm. Benefits 401(k) Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Wellness resources Position Overview The Tax Manager is responsible for overseeing a variety of tax engagements, reviewing tax returns, providing tax planning and consulting services, and serving as a trusted advisor to clients. This role works closely with partners, staff, and clients to ensure engagements are completed accurately, efficiently, and in accordance with firm standards. The ideal candidate is technically proficient, relationship‑focused, organized, and committed to delivering exceptional service while helping develop the next generation of professionals. Core Responsibilities Tax Compliance & Consulting Review federal and state tax returns, including Forms 1120, 1120S, 1065, 1041 and 1040 Review Forms 990 for nonprofit organizations and Texas Franchise Tax Reports Research complex tax issues and develop recommendations for clients and firm leadership Identify tax planning opportunities and assist clients in achieving their financial and business objectives Provide consulting services related to tax compliance, planning, entity structure, and operational matters Ensure engagements are completed accurately and timely while maintaining firm quality standards Monitor tax law changes and communicate impacts to clients and team members Client Relationship Management Serve as the primary relationship manager for assigned clients Develop and maintain long‑term client relationships through proactive communication and responsiveness Meet with clients to discuss tax matters, planning opportunities, and business concerns Identify opportunities for additional services and collaborate with firm leadership to support client needs Maintain a strong understanding of clients’ businesses, industries, and goals Team Leadership & Development Review work prepared by Tax Accountants and Tax Seniors and provide constructive feedback Assist with training, coaching, and professional development efforts within the tax department Delegate work appropriately and monitor engagement progress to ensure deadlines are met Support recruiting, onboarding, and retention initiatives as needed Foster a collaborative, positive, and growth‑oriented team environment Engagement Management Manage multiple client engagements simultaneously while balancing deadlines and staffing needs Coordinate project timelines and expectations with clients, team members, and firm leadership Monitor engagement budgets and productivity goals Ensure client deliverables meet firm standards for accuracy, professionalism, and service excellence Assist partners with practice management and department initiatives as assigned Technology & Professional Development Utilize firm technology and tax software to manage engagements efficiently and accurately Maintain proficiency in Microsoft Word, Excel, Outlook, Adobe Acrobat, and related software applications Stay current on tax law changes, industry developments, and professional standards Participate in continuing professional education and industry involvement Perform other duties as assigned by firm leadership Qualifications Education Bachelor's degree in Accounting or a related field Completion of at least 30 hours of college‑level accounting coursework Active CPA license required Experience Five to eight years of public accounting tax experience preferred Experience reviewing business, trust, individual, nonprofit, and franchise tax returns Experience managing client relationships and multiple engagements simultaneously Demonstrated ability to mentor and develop team members Skills & Abilities Strong technical tax knowledge and research capabilities Excellent analytical and problem‑solving skills Strong organizational and project management abilities Exceptional written and verbal communication skills Ability to manage multiple priorities and deadlines effectively Strong leadership and relationship‑building skills Commitment to client service and professional excellence Proficiency with Microsoft Office applications and accounting‑related software Why Join PBH? Our team consists of high‑performing, solution‑oriented, and upbeat professionals who are excited to continue growing with our firm. We strive to develop you and your career by providing innovation, integrity, and balance. These values help bring your strengths to the forefront, allowing you to provide exceptional service every day while building a rewarding and successful career. Work Environment: In‑office, hybrid options available #J-18808-Ljbffr