Tax Manager

Tax Manager

Role Overview

As a Tax Manager, you will serve as a high-level technical expert and a key strategic advisor to our clients. You will lead the tax lifecycle—from managing complex compliance for diverse entities to identifying sophisticated tax-planning opportunities. This role balances technical "in-the-trenches" review with high-level team leadership and client relationship management.

• Final Review: Review and approve federal/state returns for Individuals, Partnerships, S-Corps, C-Corps, Trusts, and Estates.
• Complex Issues: Manage multi-state filings, PTE elections, cost-segregation, and basis analysis.
• Audit Defense: Oversee responses to IRS/state notices and lead clients through tax audits and examinations.
• Tax Research: Interpret complex tax laws and draft technical memoranda for internal and client use.

• Tax Optimization: Develop strategies to minimize liability, including 1031 exchanges and restructuring.
• Business Lifecycle: Advise on entity selection, M&A transactions, and succession planning.
• Collaborative Consulting: Work alongside attorneys and financial advisors to provide holistic wealth and business solutions.

• Mentorship: Supervise and develop Senior Associates and Interns through consistent, constructive feedback.
• Workflow Oversight: Manage multiple engagements simultaneously, ensuring projects stay on budget and meet all deadlines.
• Process Innovation: Improve internal templates and procedures to increase firm-wide efficiency.

• Education: Bachelor's degree in Accounting.
• Certification: Active CPA license (or CPA-eligible).
• Experience: 3–8 years in public accounting with a focus on tax.
• Software: High proficiency in professional tax software (
  Lacerte preferred).

• Experience with multi-entity structures and high-net-worth individuals.
• Strong background in PTE taxes and multi-state compliance.
• Proven ability to translate complex tax concepts for non-technical clients.

• Location: In-office professional environment.
• Seasonal Demand: Extended hours are expected during peak tax filing seasons.
• Growth: A commitment to continuous professional education (CPE) to stay ahead of tax law changes.

Pay Details: $ to $ per year

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.