Tax Strategy Manager

About Bement Advisors

Bement Advisors, LLC (DBA Bement & Company) is a member firm of The Franklin Alliance, a national network of forward‑thinking accounting and advisory firms. We specialize in high‑impact financial, tax, and accounting services for business owners, entrepreneurs, and high‑net‑worth individuals.

Our mission is to empower clients through innovative accounting and advisory solutions, while fostering a collaborative, growth‑oriented culture. Our core values include Integrity, Excellence, Client Focus, Collaboration, and Innovation — guide every decision we make and every service we deliver.

We are seeking a Tax Strategy Manager to play a critical role at the intersection of tax compliance, tax strategy, and client advisory. This role is designed for a technically strong CPA who is also a strong communicator, enjoys working directly with clients, and is excited about helping build and scale a differentiated tax strategy offering.

The Tax Strategy Manager will initially spend a significant portion of time preparing and reviewing complex tax returns (particularly during tax season) while progressively expanding into tax planning, strategy, and advisory work. Over time, this role is intended to develop into a senior advisory position with ownership over strategy clients, revenue, and client relationships.

This is an ideal role for a “people person CPA” who wants more than a traditional compliance‑only career path.

• Prepare and review federal and state tax returns for individuals and closely held businesses, including:
• S-Corporations
• Partnerships
• Complex individual (Form 1040) returns
• Serve as a trusted reviewer during tax season, signing off on returns and exercising professional judgment.
• Collaborate with tax staff and seniors to ensure accuracy, efficiency, and consistent quality.
• Identify tax planning opportunities during return preparation and flag them for follow‑up strategy discussions.

• Participate in tax strategy and advisory engagements, including proactive planning, entity structuring, and multi‑year tax optimization.
• Attend and progressively lead strategy and advisory calls with clients.
• Translate complex tax concepts into clear, actionable guidance for clients.
• Support the development and delivery of Bement’s tax strategy offerings (e.g., Personal CFO / Tax Strategy services).

• Act as a client‑facing advisor who builds trust and long‑term relationships.
• Support consultative sales conversations by helping prospects understand value, opportunities, and next steps.
• Identify opportunities to expand client relationships across tax, accounting, and advisory services.
• Contribute to client retention by delivering high‑quality advice and a strong client experience.

• Work closely with Partners, Accounting Managers, and Tax Leadership to refine service offerings and workflows.
• Provide feedback to improve processes, pricing, and service delivery as the firm evolves.
• Help train and mentor junior tax team members over time.
• Embrace an entrepreneurial mindset, this role will help shape how the strategy function grows.

• Tax Season (Feb–Apr, Sept‑Oct): Majority of time focused on tax preparation and review, with select strategy engagements
• Remainder of Year: Increasing emphasis on tax planning, advisory, strategy calls, and client development

• Active CPA license
• 3–5 years of tax preparation and review experience
• Strong experience with S-Corps, partnerships, and individual returns
• Comfort signing off on returns and exercising professional judgment
• Excellent verbal and written communication skills
• Client‑facing mindset; enjoys working directly with people

• CFP designation (or interest in pursuing)
• Prior exposure to tax planning, advisory, or consulting work
• Sales or consultative selling experience
• Experience working with entrepreneurial or high‑net‑worth clients

• Technically strong CPA who wants to grow beyond pure compliance
• Curious, coachable, and…