Tax Manager

• Be proficient in the preparation and review of a wide variety of tax returns, including but not limited to high wealth individuals, fiduciary, corporate, partnerships, and multistate filings
• Demonstrate competency across all phases of tax services, including tax planning, compliance, preparation, review, and research
• Apply strong technical knowledge of accounting and reporting standards when researching, completing, and reviewing complex tax matters
• Identify tax risk management issues and propose practical solutions through research and collaboration with engagement Partners
• Review tax procedures and financial statements with minimal supervision
• Monitor tasks assigned to team members to ensure questions are addressed, communication is clear, and work is completed accurately and on a timely basis
• Oversee and coordinate day-to-day engagement workflow, including planning, execution, and wrap-up
• Communicate client issues, deadlines, and engagement status to Partners to ensure timeliness and quality of service
• Supervise, train, and mentor tax staff, fostering professional development and collaboration
• Serve as a primary client interface, building and maintaining strong client relationships

• Bachelor’s degree in accounting (Required)
• CPA license (Required)
• Minimum of 7 years of experience in a public accounting / CPA firm (required)
• Experience using CCH Axcess Tax, tax research tools, and Microsoft Office Suite (preferred)
• Ability to work independently while inspiring and leading a team to drive results
• Strong client-facing communication skills, both verbal and written
• Collaborative, team-oriented mindset with a positive and professional demeanor
• Strong attention to detail, organization, and time management skills
• Ability to prioritize, delegate, and manage workloads based on team skill sets
• Sound judgment and decision-making abilities
• Consistent communication with Partners, clients, and team members to ensure timely, accurate, and high-quality results

Experience using CCH Axcess Tax, tax research tools, and Microsoft Office Suite

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning