Tax Manager

• Supervise the preparation and review of complex individual and business tax returns, ensuring accuracy and compliance
• Develop and implement efficient workflows and accountability standards to enhance operational performance
• Lead tax strategy discussions with clients, providing tailored solutions that align with their financial goals
• Present and close paid tax planning engagements, contributing to recurring revenue growth
• Recruit, mentor, and develop tax professionals to build a strong team and support long-term scalability
• Establish and monitor key performance indicators (KPIs) for revenue, margin, and operational success
• Oversee the integration of tax services into broader advisory offerings to enhance client satisfaction
• Drive profitability within the tax division by managing expenses and optimizing resources
• Take ownership of the tax department's growth, transitioning from hands-on preparation to a leadership-focused role
• Ensure timely completion and quality control of all tax-related deliverables

• Active CPA or EA certification in good standing
• Minimum of 5 years of tax experience, with a focus on business-owner clients preferred
• Comprehensive understanding of federal and state tax laws, including S-Corps, partnerships, and complex returns
• Proven experience in client-facing advisory roles and delivering tailored tax strategies
• Demonstrated leadership skills and a proactive ownership mindset
• Prior experience managing a team and driving operational excellence
• Strong ability to sell or deliver tax planning engagements to clients

Familiarity with integrated advisory or wealth management environments is a plus

• medical
• vision
• dental
• life and disability insurance
• company 401(k) plan