Tax Manager

About the Company

Growing startup focused on acquiring and building high-performing CPA firms across the region. Our mission is to preserve the trusted client relationships and technical excellence of local firms while providing the leadership, resources, and operational support needed to scale. We are seeking an experienced Tax Manager to lead one of our acquired firms, oversee tax operations, and serve as a strategic advisor to clients and internal leadership.

Position Summary

The Tax Manager / Firm Leader will be responsible for leading the tax practice of an acquired CPA firm, managing client relationships, supervising staff, ensuring technical tax compliance, and driving operational excellence. This individual will play a critical role in integrating the firm into our broader platform while maintaining exceptional client service and team engagement.

Key Responsibilities

• Lead day-to-day operations of the tax practice within the acquired CPA firm.
• Manage and review complex tax returns for individuals, corporations, partnerships, trusts, and other entities.
• Serve as the primary advisor for key clients, providing tax planning, compliance, and consulting services.
• Build, mentor, and develop a team of tax professionals, including managers, seniors, and staff.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Oversee tax season workflow, deadlines, and quality control processes.
• Identify opportunities to improve processes, standardize operations, and increase efficiency across the firm.
• Partner with executive leadership on integration efforts, firm growth initiatives, and strategic planning.
• Support business development efforts by maintaining existing client relationships and helping expand the firm’s client base.
• Monitor changes in tax legislation and communicate impacts to clients and internal teams.
• Foster a culture of accountability, collaboration, and high-quality client service.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required.
• CPA required; MST or advanced tax degree preferred.
• 7+ years of progressive tax experience in public accounting.
• Prior experience managing a tax team and reviewing complex tax work.
• Strong knowledge of federal, state, and local tax compliance and planning.
• Experience working directly with closely held businesses, business owners, and high-net-worth individuals preferred.
• Demonstrated leadership ability with strong client relationship management skills.
• Experience with firm operations, workflow management, and staff development.
• Comfortable working in a fast-paced, entrepreneurial environment with growth and acquisition activity.
• Strong communication, problem-solving, and organizational skills.

Preferred Experience

• Experience leading or helping manage a CPA firm, office, or tax practice.
• Background in firm integration, mergers and acquisitions, or practice growth initiatives.
• Exposure to technology improvements, tax workflow optimization, and operational scaling.

Why Join Us

• Opportunity to lead and shape the future of a growing regional CPA platform.
• High visibility role with direct impact on firm growth and client success.
• Entrepreneurial environment backed by strategic investment and expansion plans.
• Ability to preserve the local firm’s reputation while benefiting from broader organizational support.