Overview In this Tax Manager role you lead the preparation and review of client tax returns, ensuring accuracy, timeliness, and compliance. You will supervise staff, mentor less experienced team members, and coordinate with clients and the Auditing and Accounting Department on larger engagements. The position sits in a growth minded CPA firm that serves diverse clients and offers clear paths to partnership. You will influence tax strategy and client service while optimizing processes and billing. This is a hands on leadership role with impact on both clients and firm development.
Compensation / Benefits- large potential bonuses
- 5% employer 401K contribution
- excellent benefits
- work life balance
- path to Partnership
Responsibilities- Review and approve tax returns and government examinations of complexity
- Lead larger tax returns and delegate to preparers
- Advise clients using advanced technical tax skills
- Ensure timely, complete tax preparation within budget
- Participate in client meetings and tax planning efforts
- Mentor and train tax staff; supervise seniors and staff accountants
- Communicate tax developments to firm personnel and represent clients in examinations
- Support practice development and referral networks
- Ensure smooth tax return workflow and accurate billing and collections
- Evaluate and recommend tax software for partners
Key requirements- 5-7 years in public accounting with increasing tax complexity
- Minimum 1 year supervising tax preparers
- Bachelor's degree in accounting
- CPA license (required)
- Master's degree in taxation preferred but not required
- client service orientation
- leadership and coaching
- clear communication
- tax compliance and planning
- tax research
- tax return software
