LEAD ADVISOR​/TAX MANAGER

As the Lead Advisor I
- Tax [Tax Manager], we are counting on you to be accountable for the complete, accurate, and timely delivery of recurring tax compliance and planning services for an assigned portfolio of business and individual clients. This role directs the work of the team members supporting each client, performs final tax review within delegated authority, owns the client relationship, and translates technically sound tax work into useful planning guidance and advice.

You Will Enjoy This Type Of Work If You Get, Want, And Have The Capacity To Lead, Manage, And Be Accountable For

• Client Portfolio Accountability
• Final Technical Review, Sign-Off & Tax Quality
• Client Relationship & Advisory Delivery
• Engagement Workflow & Team Direction
• Portfolio Improvement & Escalation

• Bachelor's degree in Accounting, Finance, or a related field
• Active Certified Public Accountant (CPA) license
• Minimum of 5 years of relevant experience in tax preparation, compliance, public accounting, or advisory services within a multi-client environment
• Strong technical knowledge and final-review experience across individual, corporate, partnership, fiduciary, and nonprofit tax returns, work papers, planning deliverables, and related compliance

• Proven ability to resolve complex tax matters, evaluate tax positions and risks, document conclusions, determine when work is ready for filing or client delivery, and escape matters appropriately
• Track record of owning multiple client relationships, leading tax‑planning conversations, managing service expectations, and translating technical matters into clear, practical recommendations
• Ability to lead tax engagements from planning through delivery while assigning, coordinating, reviewing, and providing feedback on work completed by tax and administrative team members
• Strong proficiency in CCH Axcess, Microsoft Excel, tax research platforms, and professional workflow systems, with the ability to adopt new software, automation, AI tools, and standardized processes quickly
• Strong professional judgment, problem‑solving, relationship‑management, and communication skills with a calm, dependable, and accountable leadership presence

Note
- Must be valid to work in the US without restrictions.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.