Tax Strategy Manager

Location

Bountiful, UT (Hybrid; On-site required during initial 6 month period; hybrid thereafter)

Tax Strategy / Advisory

Full-Time

$100,000 – $120,000 base salary (depending on experience) plus performance-based incentives tied to revenue growth.

Bement Advisors, LLC (DBA Bement & Company) is a member firm of The Franklin Alliance, a national network of forward‑thinking accounting and advisory firms. We specialize in high‑impact financial, tax, and accounting services for business owners, entrepreneurs, and high‑net‑worth individuals. Our mission is to empower clients through innovative accounting and advisory solutions, while fostering a collaborative, growth‑oriented culture. Our core values include Integrity, Excellence, Client Focus, Collaboration, and Innovation.

We are seeking a Tax Strategy Manager to play a critical role at the intersection of tax compliance, tax strategy, and client advisory. This role is designed for a technically strong CPA who is also a strong communicator, enjoys working directly with clients, and is excited about helping build and scale a differentiated tax strategy offering.

• Prepare and review federal and state tax returns for individuals and closely held businesses, including S‑Corporations and partnerships.
• Serve as a trusted reviewer during tax season, signing off on returns and exercising professional judgment.
• Collaborate with tax staff and seniors to ensure accuracy, efficiency, and consistent quality.
• Identify tax planning opportunities during return preparation and flag them for follow‑up strategy discussions.
• Participate in tax strategy and advisory engagements, including proactive planning, entity structuring, and multi‑year tax optimization.
• Attend and progressively lead strategy and advisory calls with clients.
• Translate complex tax concepts into clear, actionable guidance for clients.
• Support the development and delivery of Bement’s tax strategy offerings (e.g., Personal CFO / Tax Strategy services).
• Act as a client‑facing advisor who builds trust and long‑term relationships.
• Support consultative sales conversations by helping prospects understand value, opportunities, and next steps.
• Identify opportunities to expand client relationships across tax, accounting, and advisory services.
• Contribute to client retention by delivering high‑quality advice and a strong client experience.
• Work closely with Partners, Accounting Managers, and Tax Leadership to refine service offerings and workflows.
• Provide feedback to improve processes, pricing, and service delivery as the firm evolves.
• Help train and mentor junior tax team members over time.
• Embrace an entrepreneurial mindset to shape how the strategy function grows.

• Active CPA license.
• 3–5 years of tax preparation and review experience.
• Strong experience with S‑Corps, partnerships, and individual returns.
• Comfort signing off on returns and exercising professional judgment.
• Excellent verbal and written communication skills.
• Client‑facing mindset; enjoys working directly with people.
• Preferred: prior exposure to tax planning, advisory, or consulting work.
• Preferred: sales or consultative selling experience.
• Preferred: experience working with entrepreneurial or high‑net‑worth clients.

• Technically strong CPA who wants to grow beyond pure compliance.
• Curious, coachable, and excited to help build something new.
• Comfortable with ambiguity and growth‑stage environments.
• Values relationships and enjoys explaining complex topics simply.
• Motivated by impact, ownership, and long‑term career growth.

This role is intentionally designed with a clear growth trajectory. As the Tax Strategy Manager demonstrates technical excellence, client impact, and advisory capability, there is a defined path toward senior strategy leadership with increased ownership of client relationships, expanded advisory responsibilities, and meaningful upside tied to firm and revenue growth.

• Opportunity to help build a modern advisory‑led CPA firm.
• Exposure to tax strategy, advisory, and firm‑building, not just compliance.
• Clear growth path with real responsibility and upside.

• Competitive base salary and performance‑based bonus opportunities.
• Health, dental, and vision insurance.
• 401(k) plan with employer contribution.
• Paid time off and firm‑recognized holidays.
• Continuing education, licensing support, and professional development.
• Collaborative and innovative team culture focused on excellence and growth.

Please submit your resume and a brief cover letter outlining your experience and interest in this role to