Tax Manager

About the Role

This is an excellent opportunity for a CPA looking to work with sophisticated clients, including high-net-worth individuals and closely held businesses, while enjoying significant professional growth, leadership exposure, and a strong work-life balance relative to public accounting.

Responsibilities

• Review complex tax returns for High-Net-Worth Individuals, Partnerships, S Corporations, and C Corporations
• Perform and review tax research on a variety of federal and state tax matters
• Identify and implement tax planning strategies designed to maximize client savings
• Serve as a trusted advisor to clients and collaborate closely with firm leadership on tax matters
• Manage multiple client engagements and deadlines
• Mentor, develop, and supervise tax staff
• Build and maintain strong client relationships through exceptional service

Qualifications

• CPA required
• 5–10+ years of public accounting tax experience
• Strong experience with High-Net-Worth Individuals and Pass-Through Entities
• Tax return review experience required
• Regional or National Accounting Firm experience preferred
• Strong technical tax, analytical, and research skills
• Experience with tax technology such as CCH/Wolters Kluwer, ProSystem fx Tax, Engagement, Fixed Assets, or similar platforms
• Bachelor's degree in Accounting required; Master's in Taxation or LL.M. preferred
• Excellent communication, leadership, and client management skills

Required Skills

• Strong technical tax, analytical, and research skills
• Excellent communication, leadership, and client management skills

Preferred Skills

• Experience with tax technology such as CCH/Wolters Kluwer, ProSystem fx Tax, Engagement, Fixed Assets, or similar platforms
• Regional or National Accounting Firm experience preferred

Pay range and compensation package

• Base salary: $100,000–$150,000, depending on experience
• Employer-paid health insurance for employees
• 401(k) with company match up to 5%
• PTO ranging from 2–6 weeks based on experience
• 100 hours of in-house training annually
• Strong career growth and leadership opportunities

Equal Opportunity Statement

The firm is committed to maintaining reasonable busy season expectations:

• Busy Season: Approximately 50–55 hours per week
• Busy Season Schedule: (February 15 – April 15 and August 15 – October 15)