Accounting, Automation, Certified Public Accountant (CPA), Coaching, Communication Skills, Continuous Improvement, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Entrepreneurship, High Net Worth, Leadership, Maintain Compliance, Mentoring, People Management, Problem Solving Skills, Process Improvement, Public Accounting, Quality Control, Strategic Planning, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Team Building
We are seeking an experienced Tax Manager or Senior Tax Manager to serve as a key leader within our firm. This individual will oversee tax compliance and planning engagements while helping shape the future direction of our tax practice.
The ideal candidate is technically strong, client-focused, entrepreneurial, and excited about leveraging technology to improve processes, enhance client service, and create capacity for higher-value advisory work.
This position offers significant exposure to firm leadership, direct client relationships, team development, process improvement initiatives, and future advancement opportunities.
What You'll Do
- Review complex individual, partnership, S corporation, corporation, trust, and estate tax returns
- Develop and implement proactive tax planning strategies for clients
- Serve as a trusted advisor to business owners and high-net-worth individuals
- Lead client meetings and communicate tax strategies in a practical, understandable manner
- Mentor, develop, and coach staff accountants and seniors
- Identify opportunities to improve efficiency through technology, automation, and process improvement
- Collaborate with firm leadership on strategic initiatives and practice development
- Assist with workflow management, scheduling, and quality control
- Stay current on tax legislation and emerging developments affecting clients
Responsibility to Yourself
- Growth minded
- Accountable
- Curious
- Adaptable
- Committed to continuous learning
Responsibility to Clients
- Trusted advisor
- Excellent communicator
- Strategic thinker
- Problem solver
- Client focused
Responsibility to the Firm
- Team-first mentality
- Mentor and coach
- Embraces change
- Technology forward
- Committed to continuous improvement
Responsibility to Innovation
- Challenges the status quo
- Seeks better ways to serve clients
- Leverages technology and automation
- Looks for opportunities to create efficiency and scale
Qualifications
- CPA license required
- 7+ years of public accounting tax experience
- Strong background in business and individual taxation
- Experience reviewing complex tax returns and tax planning engagements
- Proven ability to manage client relationships
- Prior experience supervising and developing staff
- Strong communication and leadership skills
- Experience with tax technology platforms and workflow systems preferred
- Advisory mindset and entrepreneurial spirit strongly preferred