Tax Manager

CMMS CPAs & Advisors PLLC, an ATLAS Navigators Firm, seeks an experienced Tax Manager to join our Lubbock team! This is an exciting opportunity to work with a collaborative and fast-growing CPA firm with offices across multiple states. The Tax Manager will serve as a trusted advisor to clients while also leading internal team members and helping shape the future of our practice. If you're a strategic thinker with a passion for leadership and client service, we’d love to hear from you.

Responsibilities

Serve as the primary relationship manager for assigned clients, providing strategic guidance and ensuring exceptional customer service; Oversee the preparation and review of a wide range of tax returns including 1040, 1120, and 1065; Lead client engagements, manage workflow priorities, and oversee the allocation of work across team members; Develop and maintain trusted client relationships while identifying proactive tax planning, estate planning, and advisory opportunities; Review accounting activities and financial information for assigned clients to ensure accuracy, completeness, and compliance; Provide technical guidance and collaborate with team members on complex tax and accounting matters; Identify opportunities to expand client services and communicate recommendations, updates, and strategic insights effectively; Monitor engagement profitability through billing oversight, WIP management, and effective project execution; Coach, mentor, and develop team members while driving process improvement and operational efficiency; Contribute to the growth of the firm's advisory services, strategic initiatives, and overall practice development

Requirements

Bachelor's degree in Accounting, Finance, or related field; Demonstrated progressive public accounting experience with increasing responsibility in tax preparation, tax review, client management, and staff development; Minimum 5 years of experience in a Tax Manager or equivalent leadership role within a public accounting firm; Strong technical knowledge of federal and state tax compliance for individuals, partnerships and corporations; Ability to review complex tax returns and identify tax planning opportunities for clients; Strong client relationship management skills with the ability to serve as a trusted advisor; Excellent verbal and written communication skills, including the ability to explain complex tax matters to clients and team members; Proven ability to manage multiple client engagements, competing priorities, and deadlines simultaneously; Strong leadership, coaching, and team development skills; Advanced analytical, problem solving, and critical thinking abilities; Strong business judgement and ability to make sound decision in a fast-paced environment; Proficiency with tax and accounting software including CCH and QuickBooks Online and Desktop; Strong understanding of GAAP and tax-basis accounting principles

Nice to have

Experience with CCH Axcess and QuickBooks preferred; CPA license, CPA eligibility, or active pursuit of CPA licensure preferred

Benefits

Relocation Assistance Available; Medical, Dental, and Vision; GAP Benefits; Supplemental Benefits; Life & AD&D Insurance; Short & Long-term Disability Plans; 401(k) with company matching; Bonus Structure; Flexible PTO with sick time; Incentive Program; Development Program; Company Wellness Program