Tax Manager

Tax Manager Overview

• The Tax Manager role offers an opportunity to lead tax operations within a dynamic public accounting firm.
• Focus on serving diverse clients including businesses, individuals, estates, and trusts.
• Collaborate with a growing team to shape the firm's evolution in the industry.
• Provide tax planning, consulting, and compliance services to a portfolio of clients.
• Mentor junior team members and review their work for quality assurance.
• Enjoy a hybrid work arrangement with flexibility for remote work.
• Benefit from competitive salary, retirement plans, and professional development support.
• Contribute to a firm that values growth, innovation, and client satisfaction.

Tax Manager Key Responsibilities & Duties

• Manage a portfolio of clients, ensuring seamless transitions and ongoing satisfaction.
• Prepare and review various tax returns, including individual, business, estate, and trust filings.
• Provide strategic tax planning and consulting services tailored to client needs.
• Review and ensure the accuracy of staff-prepared tax documents.
• Mentor and guide junior team members to foster professional growth.
• Stay updated on industry changes and integrate relevant practices into the firm.
• Collaborate with leadership to drive firm-wide initiatives and improvements.
• Maintain compliance with all applicable tax regulations and standards.

Tax Manager Job Requirements

• Bachelor of Science (BS) degree in Accounting or related field.
• Active CPA license or Enrolled Agent (EA) credential is required.
• Minimum of 5 years of experience in public accounting; 7 years preferred.
• Proven ability to independently manage a diverse client portfolio.
• Strong communication and organizational skills for effective client and team interactions.
• Experience in preparing and signing tax returns as a paid preparer.
• Commitment to professional development and staying current with tax regulations.
• Ability to work in a hybrid environment with occasional remote work flexibility.