Tax Manager

The Tax Manager is responsible for overseeing the preparation and review of complex tax returns, managing client relationships, and providing strategic tax planning services. This role serves as a key leadership position within the tax practice, ensuring technical accuracy, regulatory compliance, and high-quality client service while mentoring and developing tax staff.

Key Responsibilities:

Technical & Compliance

• Review federal, state, and local tax returns for individuals, partnerships, corporations, and trusts.
• Conduct in-depth tax research and provide guidance on complex tax matters.
• Ensure compliance with current tax laws and firm quality standards.
• Identify tax‑saving opportunities and recommend strategic planning solutions.
• Serve as the primary point of contact for assigned clients.
• Provide proactive tax planning and consulting throughout the year.
• Translate complex tax concepts into clear, actionable guidance for clients.
• Support clients during audits and respond to taxing authority inquiries when necessary.

• Supervise, mentor, and review the work of senior associates and staff.
• Delegate engagements effectively while maintaining accountability for deadlines and quality.
• Provide coaching, performance feedback, and professional development support.
• Assist with recruiting and onboarding new team members.

• Manage multiple engagements simultaneously and ensure projects are delivered on time and within scope.
• Monitor workflow, budgets, and realization.
• Collaborate with firm leadership on process improvements and best practices.
• Contribute to a positive team culture focused on accountability and client service.

• Participate in networking and relationship‑building activities.
• Identify cross‑selling opportunities within existing client relationships.
• Support proposal development and prospect meetings as needed.

• Bachelor’s degree in Accounting or related field (Master’s preferred).
• Active CPA license required.
• 5–8+ years of public accounting tax experience.
• Strong knowledge of federal and state tax regulations.
• Proven ability to manage client relationships and lead engagements.
• Excellent analytical, organizational, and communication skills.
• Experience with leading tax software platforms (e.g., CCH, GoSystem, Ultra Tax) preferred.

• Demonstrated leadership capabilities with a collaborative mindset.
• High attention to detail with strong problem‑solving ability.
• Ability to thrive in a deadline‑driven environment.
• Growth‑oriented with interest in advancing within the firm.