Tax Manager

Calling all Tax Managers who are Licensed CPA's

This Jobot Job is hosted by:
Mordy Ornguze
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $108,000 - $129,000 per year

A bit about us:

We are a client-focused CPA firm dedicated to providing proactive tax planning, high-quality compliance services, and strategic advisory support to small businesses and high-net-worth individuals. We are committed to developing strong client relationships, delivering exceptional accuracy, and fostering a collaborative, growth-oriented environment. We are seeking an experienced Tax Manager to lead client engagements, manage the tax team, and contribute to the continued expansion of our firm.

Why join us?

We offer:

• Competitive salary and performance-based bonuses.
• Leadership and advancement opportunities with a clear path to Senior Manager or Partner track.
• Support for CPE, professional development, and continuing education.
• Flexible scheduling options outside of busy season.
• A collaborative, supportive, and growing workplace environment.

Job Details

Key Responsibilities:

Tax Compliance & Review

• Review complex federal, state, and local tax returns prepared by staff for:

• High-net-worth individuals (1040) with multistate, investment, real estate, and pass-through considerations.

• Small and mid-sized businesses including S-corps (1120S), partnerships (1065), LLCs, and corporations (1120).

• Trust, estate, and gift tax returns as needed.

• Ensure accuracy, completeness, and compliance with current tax laws.
• Oversee estimated tax calculations and year-end projections for clients.

Client Advisory & Relationship Management

• Serve as the primary client advisor on tax matters, offering proactive solutions and planning opportunities.
• Lead client meetings and communicate complex tax concepts in a clear, client-friendly manner.
• Build and maintain long-term client relationships with business owners, executives, and high-net-worth individuals.

Tax Planning & Research

• Develop and implement tax strategies for business owners, multi-entity structures, real estate investors, and high-net-worth families.
• Monitor and interpret changes in tax laws and evaluate their impact on clients.

Leadership & Team Management

• Supervise and mentor tax associates and senior associates.
• Manage staff assignments, project timelines, and workflow during busy seasons and throughout the year.
• Provide training, coaching, and ongoing development for team members.
• Lead process improvements to enhance efficiency, accuracy, and client service delivery.

Firm Operations & Growth

• Assist partners with strategic planning, business development, and practice management initiatives.
• Support onboarding of new clients and help refine internal systems and processes.
• Contribute to maintaining a positive, collaborative, and high-performance culture.

Qualifications:

Required

• Bachelor’s degree in Accounting, Finance, or related field.
• 6+ years of public accounting tax experience with progressive responsibility.
• Extensive experience reviewing individual, partnership, and corporate tax returns.
• Strong technical knowledge of federal and state tax regulations.
• Proven ability to manage client relationships and lead staff.
• Excellent analytical, organizational, and communication skills.
• Proficiency in tax software and Microsoft Excel.
• Exceptional phone etiquette when communicating with clients.

Preferred:

• Active CPA license (strongly preferred).
• Experience with high-net-worth individuals, multi-entity structures, and small business owners.
• Familiarity with Quick Books.
• Background in real estate taxation, estate planning concepts, or multi-state tax issues.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of…