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The Tax Manager plays a critical role in overseeing tax compliance, planning, and strategy for clients while ensuring alignment with the firm’s philosophy, policies, and financial objectives. This role requires deep technical expertise and an understanding of economic and regulatory trends that may impact clients. The Tax Manager develops and implements tax strategies to minimize liabilities, ensures adherence to evolving tax laws, and provides guidance to both clients and internal teams. Additionally, they mentor and supervise staff, foster professional development, and contribute to process improvements to enhance efficiency and service quality.
Job Responsibility:
Serves as the primary accounting point of contact for clients, ensuring proactive communication and timely service
Guides clients through complex accounting, payroll, and tax matters, including regulatory changes
Represents the firm through community involvement, professional networking, and thought leadership
Plans, manages, and reviews client engagements to ensure compliance with professional standards, budgets, and deadlines
Oversees and reviews financial reports, tax filings, and other deliverables, ensuring accuracy and regulatory compliance for a variety of small businesses
Performs detailed reviews of accounting workpapers to maintain quality and adherence to standards
Stays current on industry trends, tax regulations, and emerging best practices through ongoing Continuing Professional Education (CPE)
Provides leadership in firm initiatives, projects, and industry-specific service areas
Mentors and develops staff by providing training, supervision, career coaching, and technical guidance
Leads client service teams, fostering collaboration across disciplines to enhance the client experience
Creates, presents, and distributes internal and external CPE training
Requirements:
Active CPA licensure required
Proficiency with Microsoft Office, with an emphasis on Excel and QuickBooks
Requires at least six (6) years of public accounting experience
Previous supervisory experience required
Applicants must be currently authorized to work in the United States on a full-time basis