Tax Manager

Base Salary: $125,000–$150,000 + Uncapped Performance-Based Incentives

About the Opportunity

Ready to move beyond traditional tax management and take ownership of an office, a client portfolio, and your earning potential?

We are seeking an ambitious Tax Manager to lead our Erie, CO office, serving business owners and high-income individuals. With an established client base and a virtual support team, this role offers the opportunity to lead office operations, develop a team, strengthen client relationships, and influence the future of the practice.

This is a hands-on leadership position with meaningful autonomy, performance-based compensation, and the opportunity to help shape the firm's technology and process improvements.

Key Responsibilities

• Lead day-to-day operations of the Erie office, including workflow, deadlines, and seasonal planning.
• Review and approve individual and business tax returns, ensuring accuracy, quality, and compliance.
• Manage and develop client relationships, support retention, and identify opportunities for portfolio growth.
• Oversee hiring, training, mentoring, and performance development of staff.
• Coordinate with remote team members to manage workloads and maintain service standards.
• Improve tax preparation and review processes through technology, automation, and AI-enabled tools.
• Help evaluate and select technology solutions that improve efficiency and client service.
• Take ownership of office performance, team development, and client satisfaction.

Required Qualifications

• Active CPA or Enrolled Agent (EA) credential in good standing.
• Strong tax preparation and review experience across Forms 1040, 1120-S, and 1065 , including multi-state returns.
• Proficiency with ATX, UltraTax, or another professional tax software package.
• Previous experience managing people or demonstrated readiness to step into a leadership role.
• Strong client relationship management, organizational, and problem-solving skills.
• Ability to lead and collaborate effectively with in-office and virtual teams.
• Interest in AI, automation, and technology-driven improvements in tax services.
• Base salary: $125,000–$150,000 , depending on experience and qualifications.
• Uncapped production-based bonuses and incentives tied to performance.
• Health insurance.
• Paid time off well above market standards, with an emphasis on taking time away from work.
• Hybrid schedule with three days per week in the Erie office.
• Significant autonomy to lead the office, build the team, and influence operational decisions.
• Opportunity to discuss a potential ownership path based on demonstrated leadership and performance.

Why Consider This Role?

Take the next step in your tax career with the opportunity to lead an established office, grow a client portfolio, influence technology adoption, and directly connect your performance to your compensation.

If you are a CPA or EA ready for greater responsibility, professional autonomy, and uncapped earning potential, we would like to hear from you.