About The Role We are seeking an experienced Tax Manager to join our growing public accounting team. This role is ideal for a collaborative tax professional who enjoys building strong client relationships while managing complex tax engagements for individuals and businesses.
As a Tax Manager, you will oversee the preparation and review of a wide variety of tax returns, provide strategic tax planning and consulting, mentor staff, and ensure compliance with federal and state tax regulations. The ideal candidate is technically proficient, client-focused, and thrives in a fast-paced environment where quality, accuracy, and exceptional service are top priorities.
Key Responsibilities
- Prepare and review complex federal and state tax returns for individuals, corporations, partnerships, trusts, and nonprofit organizations.
- Manage multiple tax engagements simultaneously while ensuring all filing deadlines are met.
- Develop proactive tax planning strategies that help clients minimize tax liabilities and achieve their financial objectives.
- Serve as the primary point of contact for clients by providing trusted tax guidance and exceptional client service.
- Research and interpret tax laws, regulations, and emerging legislation to ensure compliance and identify planning opportunities.
- Represent clients and manage communications with the IRS and state tax authorities, including responding to notices and supporting tax examinations.
- Review financial information and collaborate with accounting teams to ensure accurate tax reporting.
- Assist with financial statement audits and other accounting-related engagements as needed.
- Mentor, train, and review the work of junior tax professionals while fostering their professional development.
- Maintain the highest level of confidentiality regarding client financial information.
- Identify process improvements that enhance efficiency, accuracy, and overall client service.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- Active CPA license required.
- 5+ years of progressive public accounting experience, including experience managing tax engagements.
- Strong technical knowledge of federal and state tax laws, tax compliance, and tax planning.
- Experience preparing and reviewing tax returns for individuals and various business entities.
- Prior audit experience is preferred.
- Solid understanding of Generally Accepted Accounting Principles (GAAP) and financial reporting.
- Experience with tax preparation and accounting software such as Lacerte, ProConnect, QuickBooks, or similar platforms.
- Advanced Microsoft Excel skills, including PivotTables, VLOOKUP/XLOOKUP, and data analysis functions.
- Exceptional analytical, organizational, and problem-solving abilities.
- Strong written and verbal communication skills with the ability to build lasting client relationships.
- Demonstrated leadership skills with experience mentoring or supervising team members.
What You\'ll Bring
- A client-first mindset with a passion for delivering high-quality tax and advisory services.
- Strong leadership and project management skills with the ability to balance multiple priorities.
- Excellent attention to detail and commitment to accuracy.
- A proactive approach to identifying tax-saving opportunities and solving complex client challenges.
- The ability to work independently while collaborating effectively within a team-oriented environment.