Tax Manager

Our client is a mid-sized public accounting and advisory firm serving individuals and privately held businesses. We are hiring a Tax Manager who will own tax prep and review for all types of returns including individuals, corporations, partnerships and trust & estates. 2+ years of supervisory experience is required to be considered.

• Successfully manage and maintain client relationships, serving as a primary point of contact throughout the year
• Oversee preparation and review of complex tax filings for HNW individuals (1040), partnerships (1065), S corporations (1120S), trusts & estates (1041), and C corporations (1120)
• Provide oversight and direction to a team of tax staff accountants in the delivery of tax services
• Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
• Assist Partners in strategic tax planning, including identifying opportunities to reduce tax exposure and improve compliance outcomes
• Utilize heavy research skills (using tools such as CCH, XCM, and RIA) to support complex technical issues and positions taken on returns
• Coordinate workflow, manage deadlines, and ensure timely, accurate delivery of tax engagements across multiple clients
• Participate in client meetings to gather information, discuss deliverables, and provide proactive guidance on tax matters
• Active involvement in client business development, including identifying upsell opportunities and supporting proposals/presentations

• Bachelor’s Degree in Accounting required, Master’s in Tax a plus
• Active CPA license
• 8+ years of public accounting tax experience with 2+ years as a Tax Supervisor or Tax Manager
• Heavy experience with review and broad taxation knowledge
• Able to manage all aspects of client work
• Experience with CCH Pro System fx, or similar tax preparation software preferred
• Strong knowledge of federal, state, and local tax codes
• Excellent communication, organization, and analytical skills
• Ability to manage multiple priorities in a deadline-driven environment