Tax and Accounting Manager

The Tax & Accounting Manager will oversee all aspects of tax preparation, planning, and accounting functions for individual and business clients. This individual will play a key role in supporting the firm’s advisory team, ensuring accurate financial reporting, compliance with regulations, and strategic tax guidance aligned with clients’ long-term goals.

This is a hands-on position within a small firm environment; ideal for someone who enjoys both client-facing advisory work and technical execution.

• Manage and review preparation of individual, business, trust, and estate tax returns.

• Provide proactive tax planning and strategic advice to clients in collaboration with the firm’s financial advisors.

• Oversee bookkeeping, financial reporting, and accounting functions for select business clients.

• Maintain compliance with federal, state, and local tax regulations.

• Serve as a trusted advisor to clients, helping them understand and plan for tax implications of their broader financial goals.

• Bachelor’s degree in Accounting, Finance, or related field.

• Active CPA license or Enrolled Agent (EA) required.

• Minimum of 3–7 years of experience in public accounting, tax, or wealth management.

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  2026

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