Tax Manager | Partner Track

Preferred Credentials: CPA or EA, with CPA preferred

A growing accounting firm based in Jacksonville, FL is in the process of acquiring a tax firm in Richmond, VA and is looking for an experienced Tax Manager to step into a key leadership position.

This individual will manage an established book of business with the opportunity to eventually take ownership of that book. The position offers a strong career path within a firm that is actively growing through acquisitions and looking for someone who can become one of the primary tax resources for the organization.

This is an opportunity for an experienced tax professional who wants more than a traditional management role. The firm is looking for someone who can lead, develop staff, work directly with clients, contribute ideas, and play an active role in shaping processes as the organization continues to grow.

• Manage an existing book of business and develop strong relationships with clients
• Prepare and review individual, business, trust, and nonprofit tax returns
• Provide tax planning, consulting, and advisory support to clients
• Serve as a primary tax resource for clients and internal team members
• Review tax returns for accuracy, compliance, and quality
• Manage workflow, deadlines, and tax engagements
• Lead, oversee, and develop direct reports and other team members
• Provide clear guidance and technical support to staff
• Communicate complex tax matters clearly and professionally with clients
• Identify opportunities to improve internal policies, procedures, workflows, and workpaper systems
• Contribute ideas as the firm develops new processes and expands through acquisitions
• Support the continued growth and development of the Richmond operation

• Strong public accounting experience
• Big 4 experience is highly valued
• Minimum of 2 years of managerial experience
• Strong knowledge and understanding of tax code and tax compliance
• Experience preparing and reviewing individual and business tax returns
• Experience with trust and nonprofit tax preparation and review
• Strong tax planning and advisory experience
• Demonstrated experience managing workflow and staff
• Experience developing and overseeing direct reports
• Excellent written and verbal communication skills
• Strong leadership and interpersonal abilities
• CPA or EA preferred, with CPA highly preferred

• Experience with the following systems is beneficial:
  Intuit Pro Connect or CCH Axcess
• Firm
  360
• Microsoft SharePoint or Engagement Tax

The ideal candidate is someone who can step into the role with the technical knowledge and leadership ability to operate as a trusted tax resource. This person should be comfortable taking ownership, making decisions, developing staff, and working directly with clients.

The firm is in growth mode, so adaptability is important. Processes and procedures will continue to evolve as the organization grows. The successful candidate will bring a growth mindset, integrity, flexibility, and a willingness to learn and contribute new ideas.

The culture is collaborative and team focused. Employees are encouraged to share their opinions and ideas, and leadership genuinely values input from the team. While a hybrid schedule is available, the Richmond team has a close working culture with employees who enjoy spending time together in the office.

The firm is also open to professionals who want to develop an area of specialization or introduce services the organization does not currently offer.

• $120,000 to $135,000 base salary
• 8% to 12% discretionary bonus
• Additional incentive opportunities at the end of tax season and the end of the year
• Health, dental, and vision insurance
• 100% of employee only insurance premium covered
• 401(k) plan with company match
• 10 paid holidays
• Unlimited PTO
• Hybrid work environment

This position is designed for someone interested in meaningful long term advancement. The Tax Manager will have the opportunity to manage an established book of business and potentially take it over while becoming a key leader within the firm.

With continued acquisitions and expansion planned, this role provides the opportunity to grow alongside the organization, take on increasing responsibility, and pursue a potential partner track career path.