Tax Manager

Position Overview

We are seeking an experienced and client-focused Tax Manager to join our growing firm. This individual will play a key role in leading tax compliance and advisory engagements, managing client relationships, and mentoring a team of tax professionals. The ideal candidate will bring strong technical expertise, leadership capabilities, and the ability to provide proactive tax planning strategies to a diverse client base.

This position offers significant exposure to firm leadership, opportunities for advancement, and the ability to make a meaningful impact on both client success and internal team development.

Key Responsibilities

Tax Compliance & Advisory

Oversee and manage the preparation and review of complex tax returns for corporations, partnerships, individuals, and trusts

Ensure accurate and timely compliance with federal, state, and local tax regulations

Provide strategic tax planning and consulting services to minimize tax exposure and support clients’ financial objectives

Advise clients on entity structure, tax-saving opportunities, and long-term planning strategies

Identify and mitigate tax risks while ensuring compliance with evolving tax laws and regulations

Client Relationship Management

Manage and grow a portfolio of clients, serving as the primary point of contact for all tax-related matters

Build and maintain strong, long-term client relationships through proactive communication and high-quality service delivery

Understand clients’ businesses, industries, and financial goals to provide tailored tax solutions

Respond to client inquiries and resolve issues in a timely and professional manner

Technical Research & Thought Leadership

Conduct in-depth research on complex tax issues and develop well-supported conclusions

Interpret and apply changes in tax legislation and communicate impacts to clients and internal teams

Draft technical memoranda and documentation supporting tax positions and recommendations

Serve as a technical resource for staff and senior team members

Engagement & Financial Management

Manage the full lifecycle of engagements, including scoping, quoting, budgeting, execution, and completion

Develop and monitor engagement budgets, ensuring projects are delivered on time and within scope

Prepare, review, and approve invoices; manage billing and collections to ensure strong realization

Identify opportunities to improve efficiency and profitability across engagements

Team Leadership & Development

Supervise, manage, and mentor tax seniors and staff, providing ongoing coaching and professional development

Review work prepared by team members, ensuring accuracy, completeness, and compliance

Delegate work effectively and manage team workflow to meet deadlines

Foster a collaborative, high-performance team environment and assist in resolving team conflicts

Participate in recruiting, onboarding, and retention efforts as the firm continues to grow

Qualifications

CPA designation preferred (or actively pursuing)

5+ years of progressive public accounting experience with a strong focus on tax

Strong technical knowledge of federal, state, and local tax regulations across multiple entity types

Proven ability to manage multiple engagements and deadlines in a fast-paced environment

Demonstrated leadership experience with the ability to supervise and develop teams

Bachelor’s degree in Accounting required; Master’s in Taxation or related field preferred

Proficiency in tax software such as CCH Axcess and/or ProSystem fx

Advanced Microsoft Office skills, particularly in Excel