Tax Manager

About the Role

We are seeking an experienced and motivated Tax Manager to join our growing team. This role is ideal for a CPA who thrives on tackling complex trust, estate, and nonprofit tax matters while helping to expand the firm's client base. The ideal candidate is both technically proficient and business-minded, able to deliver exceptional client service while pursuing new opportunities.

• Manage and review tax returns for trusts, estates, and nonprofit organizations.
• Advise clients on complex tax planning, compliance, and strategies to minimize tax exposure.
• Develop and maintain strong client relationships through proactive communication and high-quality service.
• Collaborate with partners and staff on client engagements, ensuring accuracy and consistency with firm standards.
• Research and interpret federal and state tax laws related to trusts, estates, and exempt organizations.
• Identify and pursue prospects for new business, contributing to the firm's growth.
• Mentor and train staff, reviewing work to ensure technical accuracy and professional development.

• Certified Public Accountant (CPA) license required.
• B.S. in Accounting or Taxation (Masters degree is a plus)
• Minimum of 5 years of public accounting experience with a concentration in trust, estate, and nonprofit taxation.
• Strong understanding of fiduciary accounting principles and charitable tax regulations.
• Proven ability to manage multiple engagements and deadlines in a fast-paced environment.
• Excellent written and verbal communication skills.
• Business development experience or aptitude for cultivating new client relationships.

• Comprehensive Health Coverage + Insurance
• Retirement account + advisory services
• Performance Bonuses
• Busy Season hours: 55 hr/wk TOTAL
• Summer Fridays (Perk)
• Community atmosphere with employee perks/ events throughout the year
• Ability to advance in your career
• Potential for role to move into a Hybrid position