Are you a strategic accounting professional seeking leadership roles where you can directly impact client success? Manager – Tax & Small Business jobs represent a pivotal career step, blending deep technical expertise with client relationship management and team leadership. Professionals in this role serve as the crucial link between a firm's tax practice and its small business clientele, ensuring compliance, optimizing tax strategies, and fostering long-term growth for both clients and the firm. Typically, a Manager in this field oversees a portfolio of small business clients, managing multiple tax and accounting engagements simultaneously. Common responsibilities include the comprehensive review of complex tax returns, resolving intricate accounting and tax issues, and staying abreast of evolving tax laws and regulations to provide proactive advice. A significant part of the role involves direct client contact, requiring managers to develop a thorough understanding of each client's unique business model and industry challenges to deliver tailored solutions. Beyond technical duties, these managers are responsible for the operational success of their engagements, including scheduling, staffing, workflow coordination, and ensuring projects meet profitability targets. Mentoring and developing junior staff, reviewing their work, and delegating tasks appropriately are also fundamental aspects of the position, making leadership and communication skills essential. The typical career path to secure Manager – Tax & Small Business jobs requires a strong educational and professional foundation. Candidates generally hold a Bachelor’s degree in Accounting or a related field, accompanied by a CPA certification. Several years of experience in public accounting, with a concentrated focus on tax compliance and planning, is a standard prerequisite, often ranging from five to nine years. Proficiency with mainstream tax preparation software, trial balance systems, and other digital practice management tools is expected. Key skills for success include advanced technical knowledge in small business taxation, the ability to work independently on complex problems, exceptional organizational skills to juggle multiple priorities, and a demonstrated aptitude for business development, such as cultivating new client relationships. For those who excel at blending analytical rigor with interpersonal finesse, Manager – Tax & Small Business jobs offer a rewarding opportunity to lead, advise, and drive value in a dynamic professional services environment.
