Tax and Accounting Manager

HD Financial Firm LLC is a growing tax and accounting firm focused on providing more than traditional tax preparation and bookkeeping services. Our goal is to develop long-term relationships with our clients and serve as a proactive financial and tax advisor throughout the year.

We believe good tax planning should happen before the tax return is prepared, not after the year is over. Our team works closely with individuals and business owners to understand their financial picture, identify tax-saving opportunities, anticipate upcoming liabilities, and help them make informed business and financial decisions.

We are seeking an experienced Tax and Accounting Manager who shares this proactive approach and can help lead client relationships, oversee tax and accounting engagements, and develop members of our growing team.

The Tax and Accounting Manager will be responsible for managing a portfolio of individual and business clients while overseeing tax preparation, tax planning, accounting engagements, and client advisory services.

This position requires a strong technical tax and accounting background, but equally important is the ability to communicate with clients, recognize planning opportunities, anticipate issues before they arise, and help clients understand how financial and business decisions affect their taxes.

The ideal candidate does not simply prepare a tax return based on what happened last year. They will actively look ahead, ask questions, review financial information throughout the year, and work with clients to develop strategies that improve their overall tax position.

• Manage and review federal and state income tax returns for individuals, partnerships, S corporations, corporations, trusts, and other entities.
• Review tax returns prepared by staff for accuracy, completeness, and compliance with applicable tax laws.
• Identify tax issues and planning opportunities during the return preparation and review process.
• Research complex federal and state tax matters as needed.
• Review estimated tax calculations and assist clients with quarterly payment planning.
• Assist with IRS and state tax notices, correspondence, and resolution matters.
• Help ensure tax returns and related filings are completed accurately and within established deadlines.
• Perform tax projections throughout the year rather than limiting planning discussions to tax season.
• Identify opportunities involving entity structure, reasonable compensation, retirement planning, depreciation strategies, estimated taxes, withholding, business deductions, and other tax‑saving strategies.
• Meet with clients periodically to review their financial position and anticipated tax liability.
• Analyze business profitability and financial trends to identify potential tax or cash‑flow concerns.
• Help business owners evaluate the tax impact of major decisions before those decisions are made.
• Work with clients to develop practical strategies that balance tax savings with their broader financial and business goals.
• Coordinate with financial advisors, attorneys, payroll providers, and other professionals when appropriate.
• Oversee monthly and quarterly accounting engagements for business clients.
• Review financial statements, general ledgers, reconciliations, and adjusting entries prepared by accounting staff.
• Identify accounting issues and unusual trends before they become larger problems.
• Ensure client books are properly maintained and tax‑ready.
• Assist clients with accounting questions and help them better understand their financial statements.
• Review business performance and financial data as part of the firm's ongoing tax planning process.

• Serve as a primary point of contact…