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Our client, a CPA firm in the greater Wilkes-Barre area, is seeking to hire a Tax and Audit Manager to join their team. The Tax and Audit Manager is a senior-level professional responsible for managing the firm’s tax compliance, advisory, and audit review functions. This role provides day-to-day technical leadership to staff accountants and tax preparers while coordinating closely with the firm’s non-working owner and Office Manager to ensure timely, accurate, and compliant service delivery. The Tax and Audit Manager oversees individual, corporate, and partnership tax engagements; monitors staff workflow and quality; manages filing deadlines and extensions; responds to taxing authority notices; and advises clients on tax planning and savings opportunities.
Job Responsibility:
Manage and oversee the preparation, review, and timely filing of: Individual income tax returns
Corporate and S-corporation returns
Partnership returns
Related state and local filings
Ensure accuracy, completeness, and compliance with federal, state, and local tax laws and professional standards
Review complex tax returns and resolve technical issues prior to submission
Manage extensions, estimated tax payments, and filing calendars for all clients
Monitor changes in tax law and assess firm and client impact
Serve as a primary technical contact for assigned clients
Advise clients on tax planning strategies and legitimate tax savings opportunities
Assist with and respond to IRS and state tax notices, audits, and correspondence
Coordinate with clients to obtain complete and timely tax information
Communicate complex tax matters in a clear, professional, and practical manner
Review audit workpapers and draft financial statements for accuracy and compliance
Assist with audit planning, supervision, and quality control
Prepare or review audit reports for submission, subject to final approval by the firm owner
Ensure adherence to applicable auditing standards and firm policies
Lead, mentor, and support staff accountants, tax preparers, and seasonal personnel
Assign work, monitor progress, and ensure deadlines are met during tax season and throughout the year
Review staff work and provide constructive feedback and training
Assist in onboarding and training new staff members
Identify workflow inefficiencies and recommend improvements
Coordinate with the Office Manager on tax season scheduling, staffing needs, and workflow planning
Assist in developing, updating, and documenting tax office procedures, checklists, and quality control processes
Support firm-wide compliance with internal policies and professional standards
Participate in continuous improvement of systems, templates, and procedures
Requirements:
Bachelor’s degree in Accounting or a related field
Active Enrolled Agent (EA) credential or Certified Public Accountant (CPA) license required. CPA license strongly preferred
At least 6+ years of progressive experience in public accounting
Proven expertise in preparing individual, corporate, and partnership tax returns
Strong knowledge of federal and state tax laws and regulations
Demonstrated ability to supervise and mentor less experienced staff effectively
Proficiency with tax software tools, such as CCH ProSystem Fx
Excellent communication skills to convey complex tax matters to clients clearly and accurately