Tax Manager

Job Title:

Tax Manager

Reports to:

Tax Partner

Location:

Norman, OK or Oklahoma City downtown (In-office or hybrid)

Employment Type:

Full-time, salaried

Encouraging and equipping small business owners take action through outsourced financial management.

Position Overview

The Tax Manager at Insight Advisors PLLC plays a leadership role in overseeing client tax engagements, managing staff development, and ensuring high‑quality, timely delivery of tax services. This position combines deep technical tax expertise with team leadership, client relationship management, and proactive advisory skills.

The ideal candidate thrives in a collaborative, growth‑minded environment and enjoys helping business owners make informed, strategic tax decisions. You’ll work directly with clients in energy, construction, real estate as well as other entrepreneur‑led small businesses — guiding them toward smarter financial and tax outcomes.

Core Responsibilities Tax Compliance & Review

• Manage and review complex individual, partnership, S corporation, C corporation, trust, and estate tax returns.
• Oversee tax staff and associates in preparing returns and ensure technical accuracy and compliance.
• Perform quality control and second‑level reviews before partner sign‑off.
• Monitor due dates and filing deadlines to ensure timely completion.
• Research and resolve complex tax issues, ensuring clients receive accurate and practical guidance.

Client Advisory & Planning

• Lead proactive tax planning for business owners, investors, and high‑net‑worth individuals.
• Provide year‑round strategic advice on entity structure, compensation, and tax efficiency.
• Identify areas for additional advisory services and communicate value clearly to clients.

Leadership & Team Development

• Supervise, train, and mentor tax associates and preparers.
• Review and approve staff work, providing actionable feedback to promote technical growth.
• Participate in recruiting, onboarding, and training new tax staff.
• Model firm values and foster a culture of teamwork, accountability, and continuous improvement.

Workflow & Technology Management

• Utilize Canopy for engagement tracking, task management, and client document requests.
• Use CCH Axcess (or equivalent) for tax return preparation and e‑filing.
• Collaborate with partners to enhance efficiency and standardize tax processes across the firm.
• Ensure all tax‑related workflows meet firm deadlines and maintain documentation quality.

Qualifications

• CPA or EA license preferred
• Bachelor’s degree in Accounting
• Minimum 5+ years of progressive public accounting tax experience, including supervisory responsibilities.
• Strong technical knowledge of individual, business, and fiduciary taxation.
• Demonstrated ability to manage multiple engagements simultaneously.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Experience with CCH Axcess and Canopy preferred.

Key Skills

• Analytical and detail‑oriented with a proactive problem‑solving mindset.
• Strong leadership and mentoring abilities.
• Excellent communicator who can simplify complex tax topics for clients.
• Process‑oriented with a continuous improvement mindset.
• Client‑focused, with integrity, professionalism, and a high degree of judgment.
• Comfortable with technology, especially workflow and document management tools.

Software Tools Used in the Role

• CCH Axcess — tax preparation and e‑filing platform.
• Canopy — firm management and workflow system.
• Microsoft Office Suite (Excel, Word, Outlook) — communication, analysis, and document creation.

Key Performance Indicators (What Success Looks Like)

• Tax returns and deliverables are accurate, timely, and technically sound.
• Clients feel supported, informed, and proactively advised throughout the year.
• Team members receive consistent guidance, training, and feedback.
• Workflow and communication remain organized and efficient across all engagements.
• Firm profitability and client satisfaction improve through advisory‑driven value delivery.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing and Finance

Industries

Accounting

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