Tax Manager

Job Description

Job Description

Key Responsibilities

Technical & Client Responsibilities

• Review and manage preparation of complex tax returns , including:
  • Multi-entity and consolidated business returns (S-Corps, Partnerships)

  • High-net-worth individual returns

• Provide technical guidance on tax planning and compliance matters

• Identify tax-saving opportunities and proactively advise clients

• Serve as a primary point of contact for select clients

Leadership & Team Development

• Supervise, mentor, and develop staff and senior accountants

• Provide structured training and coaching , especially on technical tax topics and workflows

• Review workpapers and returns, ensuring accuracy, completeness, and efficiency

• Support performance management, including feedback and evaluations

Process & Operations

• Ensure projects are delivered on time and within scope

• Improve workflow efficiency and standardize processes where possible

• Maintain high realization and utilization rates

• Assist in implementing and optimizing firm technology and systems

Qualifications

Required

• Bachelor’s degree in Accounting or related field

• CPA license (or actively pursuing with strong progress)

• 5–8+ years of public accounting experience , with significant exposure to business taxation

• Strong experience with:
  • UltraTax (Thomson Reuters)
    
    
  • Accounting CS
    
    
• Proven experience reviewing complex business returns (multi-state, multi-entity structures)

• Demonstrated ability to manage and develop team members

Preferred

• Experience in a mid-sized or growing firm environment

• Strong project management and delegation skills

• Experience with workflow or practice management tools (e.g., Canopy or similar systems)

Key Competencies

• Strong leadership and people management skills
  
  
• Effective communicator with ability to train and mentor others

• Detail-oriented with strong technical tax knowledge

• Ability to manage multiple deadlines in a fast-paced environment

• Proactive, solutions-oriented mindset

Why Join Us

• Opportunity to play a key role in a modernizing, growth-focused firm
  
  
• Direct impact on team development and firm culture

• Exposure to complex, high-value client work

• Collaborative and entrepreneurial environment

Compensation & Benefits

• Competitive salary based on experience

• Performance-based bonuses

• Health insurance and retirement plan eligibility

• Professional development and continuing education support