Tax Manager

The Tax Manager is responsible for managing tax compliance and planning engagements, overseeing client relationships, and leading engagement teams to ensure accurate, timely, and compliant tax services. This role provides technical leadership, supervises staff, manages engagement economics, and advises clients on complex tax matters.

Responsibilities

Manage and review federal, state, and local tax returns for individuals and business entities; Lead tax planning, consulting, and advisory engagements for clients; Supervise, coach, and evaluate tax engagement teams; Serve as primary point of contact for assigned client relationships; Manage engagement budgets, timelines, and resource allocation; Support business development efforts and contribute to firm growth initiatives

Requirements

Bachelor’s degree in Accounting, Taxation, or related field; Active CPA license; Strong knowledge of federal, state, and local tax regulations; Demonstrated experience managing tax engagements and client relationships; Proficiency in tax preparation software and Microsoft Office applications

Nice to have

Experience with complex or multi-entity tax structures; Prior experience managing tax planning or advisory engagements

Benefits

Flexible scheduling and work-life balance outside of peak deadlines; 37.5-hour standard workweek outside of busy season; Opportunity to bank additional time worked during peak season for future time off; Competitive benefits package including health insurance and 401(k) match; Paid holidays and PTO; Collaborative culture with long-tenured team members; Direct access to leadership and real opportunities for advancement; Monthly team events and a connected office environment; Challenging, meaningful work with quality clients; Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental); Company-Paid Life and Long-Term Disability Insurance; Ancillary Benefits such as supplemental life insurance and short-term disability options; Classic Safe Harbor 401(k) Plan with employer contributions; Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning