Tax Manager

A bit about us:

We are a modern public accounting and advisory firm that partners with business owners to simplify the complexities of accounting while providing proactive tax strategies that support long-term success. Since our founding in 2009, we've built our reputation on exceptional client service, strategic tax planning, and year-round advisory support rather than simply preparing returns. Today, we serve more than 3,500 business tax clients, with 90%+ coming from referrals.

Our culture is centered around four core values: client-focused service, clear communication, consistent follow-through, and delivering value every day. We believe accountants should be trusted advisors who help clients make confident financial decisions throughout the year, not just during tax season. As our firm continues to grow, we're looking for professionals who enjoy building lasting client relationships and making a meaningful impact on businesses of all sizes.

Why join us?

Become part of a rapidly growing CPA and advisory firm that has built its success almost entirely through client referrals.
Work with a diverse portfolio of business clients across multiple industries while providing strategic tax planning and year-round advisory services.
Move beyond tax compliance by helping clients with entity structuring, business strategy, cash flow planning, and overall financial growth.
Join a collaborative, client-first culture where communication, responsiveness, and proactive service are valued as much as technical expertise.
Gain exposure to a broad range of services including tax planning, accounting, bookkeeping, payroll, and outsourced CFO advisory.
Enjoy meaningful client interaction and the opportunity to become a trusted business advisor rather than simply preparing returns.
Advance your career within a firm that continues to invest in its people, technology, and long-term growth.

Job Details

Tax Manager
Position Overview

We are seeking an experienced Tax Manager to oversee complex tax engagements while serving as a strategic advisor to business owners and high-net-worth clients. This individual will manage client relationships, review tax returns, develop proactive tax strategies, mentor staff, and collaborate with leadership to deliver exceptional client service.

This role is ideal for someone who enjoys combining strong technical tax knowledge with relationship management and business advisory services.

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 help clients reduce tax liability and improve long-term financial outcomes.
Serve as the primary advisor for client relationships by providing year-round guidance and consultation.
Research complex tax issues and communicate practical recommendations to clients and internal team members.
Mentor, coach, and review the work of tax staff and senior accountants.
Assist clients with IRS correspondence, examinations, and tax resolution matters.
Collaborate with firm leadership on workflow management, client service initiatives, and practice growth.
Identify opportunities to expand advisory services while strengthening existing client relationships.
Ensure all engagements are completed accurately, efficiently, and in accordance with firm quality standards.
Qualifications
Bachelor's degree in Accounting or related field.
CPA license required or actively pursuing with significant progress.
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 tax planning and consulting services to business clients.
Excellent client communication and relationship management skills.
Prior experience supervising, mentoring, or developing staff.
Strong organizational skills with the ability to manage multiple client engagements simultaneously.

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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