Overview In this Tax Manager role, you lead complex federal, state, and local tax returns for diverse entities and serve as the primary relationship owner for middle-market clients. You mentor tax professionals, guide strategic growth with partners, and oversee engagement economics to ensure timely delivery. You conduct technical research to inform decisions and drive proactive year-round planning. This position offers meaningful impact in shaping client outcomes and firm development.
Compensation / Benefits- Comprehensive medical, dental, and vision insurance
- 401(k) with firm contributions
- Generous PTO and firm holidays
- 100% firm-paid CPE and professional dues
- Clear pathways for advancement
- Hybrid work model
Responsibilities- Review and sign off on complex tax returns across corporate, partnership, trust, estate, and high-net-worth engagements
- Own relationships for a portfolio of middle-market clients, delivering proactive tax planning and advisory services
- Address IRS/state notices and represent clients with technical rigor
- Conduct technical tax research and author memos to guide decisions
- Lead, mentor, and evaluate tax seniors and staff accountants with real-time feedback
- Collaborate with shareholders and senior leadership on practice development, client proposals, and strategic engagements
- Oversee engagement economics, workflow, budgets, and timelines to ensure on-time delivery
Key requirements- 5+ years of progressive tax experience in public accounting
- Active CPA license
- Strong technical background reviewing returns (1065, 1120, 1120S, 1040)
- Proven track record managing client relationships independently with advisory guidance
- Proficiency with modern tax prep, research, and workflow platforms (e.g., UltraTax CS, CCH Axcess, GoSystem)
- Leadership and mentoring
- Strong communication and client service
- Analytical and detail-oriented
- UltraTax CS
- CCH Axcess
- GoSystem
