Tax Manager

• Prepare and review complex business and individual tax returns
• Set up and conduct year-end tax planning projections
• Provide proactive strategies to minimize tax liabilities and optimize clients’ financial outcomes
• Maintain consistent client communication and address tax-related questions and needs
• Research complex tax situations and develop innovative client solutions
• Identify opportunities for additional value-added tax advisory services
• Deliver clean, polished, and accurate work while identifying deductions, credits, and tax-saving opportunities
• Review and manage staff-prepared tax returns and keep engagements on schedule
• Train and mentor staff and provide tax-related guidance
• Sign less-complex tax returns as appropriate
• Prepare and manage responses to tax notices and correspondence

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA required
• Minimum of 6–8+ years of tax preparation experience, preferably in a public accounting firm
• Experience with tax seasons at other public accounting firms highly desirable
• Excellent written and verbal communication skills
• Familiarity with Microsoft Office Suite, Google Workspace (G Suite), and basic computer skills required
• Familiarity with CCH Axcess Tax, PDFlyer, Podio, Share File, and Quick Books/Xero is a plus
• Strong experience with U.S. business and individual taxation, particularly business tax matters
• Experience preparing and reviewing complex business and individual tax returns
• Knowledge of proactive tax planning and tax strategy
• Ability to research complex tax matters and translate findings into practical, value-added client solutions
• Experience reviewing staff-prepared returns, mentoring team members, and providing technical tax guidance
• Strong client-facing and relationship-management skills
• High attention to detail and commitment to accurate, polished work
• Ability to manage multiple tax engagements, priorities, and deadlines
• Only resumes submitted in English will be considered

Demonstrates expertise in preparing and reviewing complex business and individual tax returns, with a strong focus on proactive tax planning and strategy. Proven ability to mentor staff, manage multiple engagements, and maintain high standards of accuracy and client communication.

• CPA
• Tax Preparation Experience
• Proactive Tax Planning
• Client Relationship Management
• Staff Mentoring

• Complex Tax Returns
• U.S. Business Taxation
• Individual Taxation
• Tax Strategy
• Tax Research

• Excellent Communication Skills
• Attention to Detail
• Relationship Management

• Bachelor’s Degree in Accounting
• CPA

• Tax Planning
• Tax Advisory Services
• Public Accounting
• Tax Engagements
• Tax Notices

• CCH Axcess Tax
• Quick Books
• Xero
• Microsoft Office Suite
• Google Workspace