Tax and Consulting Manager

Base pay range

$/yr - $/yr

Tax & Consulting Manager – Lewes, DE

Drive tax excellence—mentor accountants, manage tax preparation, and help clients achieve their financial goals as the Tax & Consulting Manager in Lewes, Delaware. The Tax & Consulting team serves as a trusted partner, helping clients achieve long-term success through proactive tax strategy and financial planning. The Manager supports wealth strategy specialists and advisors in delivering comprehensive tax and planning solutions that align with each client’s unique goals.

This role oversees tax preparation services and leads the training, development, and supervision of Staff Accountants, Senior Accountants, and Supervisors. The Manager provides technical guidance, ensures compliance, and upholds a culture of excellence and collaboration.

• Lead the tax department, providing guidance, review, and oversight of all team members.
• Manage training, development, and performance for staff and senior accountants, supervisors, and associates.
• Stay current on tax law changes, ensuring consistent and compliant implementation.
• Review moderate to complex tax returns (individual, fiduciary, partnership, and corporate).
• Oversee and review client analyses including social security, stock options, Roth conversions, and other tax‑related projections.
• Conduct research on complex transactions and communicate findings.
• Assist in implementing tax planning and consulting strategies.
• Support senior leadership in business development initiatives.
• Foster a culture of continuous improvement and professional development.

• Review and analyze business financial statements for client planning and strategy.
• Support senior managers in client meetings and consultations.
• Review client tax and financial documents, including returns, statements, and estate planning materials.
• Oversee tax and financial analyses to support comprehensive planning recommendations.

• Hire, coach, and retain high‑performing team members.
• Align team and individual performance goals with organizational objectives.
• Provide regular coaching, feedback, and professional development.
• Maintain open communication and accountability within the department.

• Bachelor’s Degree in Accounting or related field.
• Master’s in Taxation or advanced degree preferred.

• 5–10 years in a public accounting or tax‑focused environment.
• Proven leadership and mentorship experience.

• Financial planning or wealth management experience.
• Advanced proficiency with Excel, Outlook, and tax preparation/research software.
• Excellent communication, organization, and conflict‑resolution skills.
• Client‑first mindset with attention to detail and teamwork orientation.
• Full‑time position based in Lewes, DE.
• Additional paid time off following tax season.
• Competitive base salary range: $115,000 – $160,000 (dependent on experience and location).

• Comprehensive benefits package including medical, dental, vision, disability, and life insurance.
• 401(k) plan with company match.
• Generous paid time off, including holidays and tax season leave.
• Professional development reimbursement and wellness perks.
• Flexible dress policy and recognition programs.

This position offers the opportunity to lead a respected tax and consulting practice, contribute to a high‑performing culture, and make a lasting impact on both clients and team members.