Tax Manager

Schedule:

Typically M-F, 8:00 AM – 4:30 PM

Work Setup:
Hybrid / Professional office environment in Falmouth, ME

Employment Type:

Full-Time, Permanent

Our client is a community-focused accounting firm that brings a personalized touch to federal, state, and specialized tax services. They work closely with individuals and businesses to navigate complex tax landscapes, always prioritizing transparent communication, timely results, and the kind of trusted client relationships that last for years.

Work Environment/Culture: A professional office environment that emphasizes collaboration, direct client engagement, and genuine work-life balance. Unlike many firms in the industry, they respect your time by not holding you to minimum hour requirements.

The Tax Manager bridges high-level technical tax preparation and review with intentional team leadership and client relationship management. This role exists to oversee the execution of accurate tax filings, mentor junior staff, and partner directly with the Principal to ensure seamless operations and client satisfaction.

• Manage and review Federal and State tax returns for both individual and business clients to ensure strict compliance and accuracy.
• Prepare complex federal, state, and specialized tax filings independently and without direct oversight.
• Mentor and develop tax accountants, acting as an intentional team leader to build their skills and support their career growth.
• Communicate project status proactively with clients, peers, and the Principal to keep all stakeholders aligned.
• Research technical answers for complex client tax questions, translating intricate tax codes into clear, actionable advice.
• Collaborate with the Principal to balance workloads, meet critical deadlines, and identify operational improvements.

Must-Haves:

• 5-7 years of proven experience working in public accounting.
• Bachelor’s degree in accounting or a closely related field.
• Significant experience reviewing both individual and business tax returns.
• Strong team leader or mentorship experience with a passion for developing staff.
• Excellent verbal and written communication skills.
• Exceptional organizational skills, bringing a big-picture operational view alongside a sharp attention to detail.
• High proficiency with tax software, as well as the Microsoft Office Suite.

Nice-to-Haves:

• Active CPA license highly preferred.
• Experience or interest in networking and bringing in new client accounts to maximize commission potential.
• Experience with CCH Axcess tax software

$95,000 - $105,000 / year depending on experience

• Standard PTO: 2 weeks of guaranteed paid vacation annually.
• 1-to-1 Overtime Banking:
  Bank all overtime hours worked during tax season to use as additional PTO during the remainder of the year.
• High PTO Potential:
  Averaging 55 hours a week for a 10-week busy season translates to 150 extra hours (nearly 4 additional weeks) of banked time off.
• Health Insurance, Retirement Plan with 3% employer match.
• 10% commission on first-year billings for new clients brought into the firm.
• Flexible schedule especially outside of tax season.
• Annual discretionary bonus.