Tax Manager

Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,000 clients and are entrusted with nearly $10 Billion of client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them.

This carries over into every area of the firm.

This role sits within Procyon Tax, our in-house tax division. Procyon Tax works side by side with our advisors, financial planners, and benefits and risk teams to deliver tax compliance and planning as an integrated part of each client's overall wealth strategy. Ideal candidates will reflect our firm’s personality traits, which are:

Passionate – We show up with energy & enthusiasm every day.

Driven – We work tirelessly to achieve exceptional outcomes.

Approachable – We always make sure people feel welcome.

Candid – We tell it like it is in language you will understand.

Caring – We have your back.

• Growth We are committed to growth
• Efficiency We desire to run the firm as efficiently as possible.
• Exceptional Outcomes We want all our clients and team members to have them.

The Tax Manager plays a central role within Procyon Tax, overseeing the preparation and review of a broad range of tax returns while delivering proactive tax planning, researching complex tax matters, and supervising a small team of accounting professionals. This role requires deep knowledge of tax issues affecting privately held and owner-managed businesses, as well as individuals with complex tax situations, including trusts and estates.

The Tax Manager partners closely with financial advisors and the broader Procyon team to identify planning opportunities and deliver integrated advice across a client's full financial picture. The ideal candidate is technically rigorous and detail oriented, communicates complex tax concepts clearly to clients and colleagues, and thrives leading a team through a demanding compliance calendar.

• CPA license required.
• Minimum of 7-10 years of recent public accounting experience.
• Strong knowledge of taxation for individuals, corporations, S corporations, partnerships, nonprofits, trusts, and estates.
• Demonstrated understanding of both small business operations and complex tax planning strategies.
• Experience preparing and reviewing complex business, individual, estate, and trust tax returns.
• Experience with Quick Books and professional tax software (Ultra Tax preferred).
• Excellent analytical, organizational, and problem-solving skills.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Strong written, verbal, and interpersonal communication skills.
• Prior experience supervising or mentoring staff is preferred.

• Prepare and review individual, business, nonprofit, estate, and trust tax returns.
• Review staff work for technical accuracy and compliance with federal and state requirements.
• Manage multiple engagements simultaneously, ensuring quality standards and timely completion throughout the compliance calendar.
• Prepare and review tax projections and develop proactive tax planning strategies for clients.
• Analyze financial statements to identify tax planning opportunities for closely held businesses, business owners, and individuals.
• Partner with financial advisors and the planning team to integrate tax strategy into the broader client relationship.

• Research complex federal and state tax issues and document conclusions to support client recommendations.
• Monitor tax law changes and keep the firm informed of developments affecting…