Tax Manager

• Direct accounting activities for assigned clients, ensuring records, reconciliations, and deliverables are completed accurately and on schedule
• Evaluate monthly financial reports and related statements, identifying discrepancies, trends, and areas that require follow-up
• Manage engagement timelines and service expectations while keeping clients informed about required documentation, milestones, and upcoming deadlines
• Review financial activity to uncover reporting issues, resolve account concerns, and recommend practical improvements to clients and internal teams
• Guide new client implementations by helping establish workflows, configuring processes, and supporting early-stage account management needs
• Contribute to the preparation and review of business and individual tax returns, helping maintain quality and compliance across filings
• Coordinate tax calendars and related workstreams to ensure submissions, planning activities, and client responses are completed within required timeframes
• Address tax notices and other correspondence by gathering information, preparing responses, and following matters through resolution
• Support improvements to accounting and tax technology by assisting with software updates, working with external vendors, and identifying ways to strengthen reporting efficiency
• Assist with special assignments such as cash flow reviews, forecasting support, and other client service or operational projects as needed

• At least 2 years of progressive accounting experience, including direct interaction with clients
• Working knowledge of bookkeeping, financial statement preparation, and core tax principles for business and individual matters
• Experience overseeing accounting workflows, with prior team coordination or leadership exposure preferred
• Familiarity with accounting and tax applications such as QuickBooks, Drake Tax Software, and related reporting tools
• Ability to prepare or review tax returns, including individual filings and annual income tax provision support
• Strong analytical and organizational skills with the ability to manage several priorities in a deadline-sensitive environment
• Clear written and verbal communication skills for effective collaboration with clients, colleagues, and external partners
• Self-directed approach to work, including the judgment to identify issues early and escalate concerns when appropriate

Prior team coordination or leadership exposure

• Medical, vision, dental, and life and disability insurance
• 401(k) plan
• Free online training