Tax Manager

Overview

5+ Years Public Accounting Experience | CPA Required. This boutique firm offers a role that feels like work without being work, balancing professional challenge with life. Busy season is capped at 50–55 hours and is predictable. The team is nimble, the culture strong, and clients allow you to manage your workload.

• Work‑life balance that actually exists
  :
  Flexibility to plan your year, not just survive.
• Boutique but nimble culture
  :
  Growth, collaboration, and independence.
• High‑net‑worth clients
  :
  Autonomy managing workload across the year.
• Meaningful progression
  :
  Learn, grow, and step into partnership as the retiring manager moves.

• Prepare, review, and manage complex individual, trust, and business tax returns.
• Supervise and mentor junior staff; provide guidance on technical and client matters.
• Build and maintain relationships with high‑net‑worth clients as a trusted advisor.
• Identify planning opportunities and tax‑saving strategies for clients year‑around.
• Coordinate with partners on deliverables, timelines, and workflow.
• Leverage firm technology and processes to streamline preparation and review.

• Step into a leadership track with real partnership potential.
• Maintain a stable, manageable workload while building expertise.
• Thrive in a boutique firm with strong culture and long‑term career stability.

• Flexible, rewarding, supportive environment.
• Extra PTO earned for additional hours worked.
• Public holidays off, increasing with tenure.
• Comprehensive healthcare and benefits.

• 5+ years of public accounting experience.
• CPA required.
• Self‑sufficient, organized, comfortable managing client workloads independently.
• Values autonomy, growth, and a culture that genuinely cares.