Tax Manager

Orem, Utah | In-office or hybrid preferred; remote considered

Entrepreneur Advisors is seeking an experienced Tax Manager to become the firm’s primary technical tax leader. This person will own the quality and final review of our tax planning and compliance work, ensuring that customized tax plans are technically sound, implemented appropriately, and accurately reflected in timely filed tax returns.

Entrepreneur Advisors uses a planning-first advisory model. Tax planning is the core of what we do, and tax-return preparation serves as the final verification that approved strategies were properly implemented and reported. We are not building a high-volume compliance factory. We provide proactive, customized tax advisory services to growth-minded business owners and hold ourselves to high standards of technical accuracy, professionalism, clarity, and client care.

This position is designed for an accomplished tax professional who wants to advance through technical mastery, sound judgment, team leadership, and ownership of high-quality work. It is not primarily a sales, business-development, or day-to-day client relationship role. The Tax Manager will collaborate closely with our client relationship team while leading the technical delivery process.

The initial priority will be assuming responsibility for the detailed review of individual and closely held business returns. Over an intentional calibration period, the Tax Manager will progress to serving as the firm’s primary signing preparer and technical authority.

Perform the final technical review of federal and state tax returns, primarily Forms 1040, 1065, and 1120-S, with less frequent Forms 1120, 1041, and 990

Reconcile each tax return to the applicable tax plan and confirm that approved strategies were properly implemented and reported

Identify and resolve discrepancies between planned outcomes, actual implementation, and completed tax returns

Research technical questions, evaluate alternatives, and reach well-supported conclusions

Direct necessary corrections and ensure returns are complete, accurate, documented, and ready to file

Progress through a defined calibration period toward becoming the firm’s primary signing preparer

Serve as a primary internal technical resource for tax questions

Review and guide the work of a three-to-five-person production team

Coach team members and improve the quality of work reaching final review

Document important technical conclusions, recurring issues, and review standards

Collaborate with the client relationship team to ensure technical decisions and client expectations remain aligned

Remain current on relevant tax-law developments and proactively evaluate their effect on the firm’s clients

Success in this position means:

Tax returns are technically accurate, timely filed, and consistent with each client’s tax plan

Material differences between planned and actual outcomes are identified, investigated, and resolved before filing

Returns reach final review substantially complete, with prior preparation and staff-review issues already addressed

Routine technical questions and return-review decisions no longer require the founder’s involvement

Technical judgments and consequential decisions are clearly documented

Preparers and staff reviewers demonstrate measurable improvement in accuracy, judgment, and independence

The client relationship team receives clear technical information and can communicate confidently with clients

The firm delivers excellent, customized tax work without becoming dependent on any single person

At least seven years of recent tax-firm experience, with eight to twelve years preferred

Substantial experience performing detailed reviews of complex Forms 1040,…