Tax Manager

Benefits:

• IRA with employer match
• Bonus based on performance
• Health insurance
• Paid time off
• Training & development
• Vision insurance

Beebout, Williams & Olds CPAs (BW&O CPAs) is a growing, tech-forward, and mission-driven public accounting firm serving individuals and a range of businesses. We value innovation, team collaboration, and meaningful work.

We're obsessed with:

• Delivering exceptional client service
• Building a team culture of critical and analytical thinking with a growth mindset
• Leveraging technology to work smarter and keep up with the rapidly changing industry

BW&O has grown quickly, and our client base and team have expanded faster than our management layer. Today, too much day-to-day oversight of tax work still lands on the firm's principals. This role exists to change that.

As a Tax Manager, you'll lead a pod (a dedicated team of tax seniors, associates, and administrative support, and including members of our global team) and manage a defined group of clients. Your job is to make both run well: work reviewed thoroughly and delivered on time, a team that's developing and accountable, and clients who experience proactive, organized service. You'll report directly to the firm's principals, and your success frees them to focus on strategy, growth, and the firm's highest-value relationships.

This is a true management role, not a senior preparer position with a bigger title. If you want to lead people and own outcomes, not just work through a review queue, keep reading.

Not a task list. Real ownership:

• How your week splits. Expect roughly 70% of your time hands-on — reviewing returns and working directly with clients — and 30% running your pod: assignments, capacity, coaching, and workflow in Karbon. Both halves are the job. If the 30% feels like a distraction from "real work," this isn't your role.
• Own your pod's scorecard. You track and report a short set of numbers monthly: on-time delivery, review turnaround, client response time, and pod capacity. Around here, if it isn't measured, it doesn't count.
• Run the rhythm. You own your pod's standing weekly meeting — same day, same time, every week — and you bring your numbers to a monthly ops check-in with firm leadership. Rhythms are how we keep chaos out of busy season.
• Lead your pod. Execute the scheduled work and assignments, run check-ins, coach, and hold your team accountable. You own their development and their performance, including the direct conversations when work falls short.
• Deliver for your client group. Engagements for high-net-worth individuals, S/C corporations, partnerships/LLCs, closely held businesses, exempt organizations, and trusts, from planning/scheduling out work item production through delivery, completed ahead of key filing dates.
• Review in a way that teaches. Review complex individual, business, partnership, and fiduciary returns with notes that make your preparers better, not just corrected.
• Be your clients' point of contact. Proactive status updates, organized requests, and planning ideas surfaced before clients ask. No surprises.
• Escalate like a manager. When something needs a principal, bring context and a recommended solution, not just a problem.
• Work smarter with technology. Run your pod's workflow in Karbon and embrace the AI and automation tools that raise capacity and quality.
• You'll have the authority to match. Inside your pod, you decide work assignments, deadlines, review priorities, and client communications — you don't ask permission to manage. Pricing exceptions, scope changes, and anything that risks a client relationship come to the principals, with your recommendation attached.

• Weeks 1–2: Get inside our systems:
  Karbon workflows, review standards, and communication standards. Meet your pod, get familiar with your client group, and take your first returns through review.
• By day 30: Run your pod's day-to-day. Work assignments, deadlines, and check-ins are yours. Your review queue is moving and your notes are teaching.
• By day 60: Own the relationships in your client group. You're the primary contact, communicating proactively, and you've…