Tax Manager

Tax Manager

Our Tax Managers work closely with business owners, individuals, and firm leadership, providing both compliance and strategic tax guidance throughout the year.

What You Can Expect

• Employee ownership through our ESOP
• A 53-hour busy season, with an emphasis on sustainable workloads
• Flexible scheduling and work-from-home opportunities
• Reduced summer Friday hours
• A diverse client base of small and mid-sized businesses and their owners
• Opportunities to develop long-term advisory relationships with clients
• Regular interaction with firm leadership

You will:

• Oversee tax engagements from planning through completion
• Review federal and state tax returns for individuals and closely held businesses
• Work with partnerships, S corporations, C corporations, and other pass-through entities
• Identify tax-saving strategies and provide year-round planning guidance
• Advise business owners on entity structures, transactions, and other tax-related decisions
• Address multi-state and state and local tax (SALT) considerations
• Maintain ongoing relationships with clients through regular advisory discussions
• Manage engagement timelines, budgets, workflow, and client expectations
• Identify opportunities to improve internal processes and enhance client service
• Train, mentor, and provide feedback to tax staff and senior-level team members
• Partner with firm leadership on complex client needs and business opportunities

Required:

• 5+ years of tax experience in public accounting
• Active CPA or EA credential
• Bachelor's or master's degree in Accounting or a related field
• Strong understanding of federal taxation and current tax regulations
• Experience reviewing business and individual tax returns
• Demonstrated experience managing client engagements
• Strong communication, organizational, and leadership skills