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Our client in Montgomery is seeking an experienced and driven Tax Manager to lead their tax department and play a key role in the continued growth of their firm. This position is ideal for a high-performing tax detail oriented who thrives in a leadership role, enjoys mentoring others, and takes pride in delivering exceptional client service.
Job Responsibility:
Serve as a leading producer within the tax department while maintaining exceptional quality standards
Provide technical guidance on complex tax matters and assist with challenging returns
Lead and mentor the tax team, fostering accountability and detail oriented growth
Ensure compliance with firm processes and workflow standards
Oversee tax return processing from intake to final delivery, maintaining timely turnaround goals
Manage all filing extensions and ensure compliance with tax deadlines
Monitor and communicate tax law updates to the team
Coordinate internal training and continuing detail oriented education (CPE) sessions
Develop the firm’s annual tax planning newsletter
Oversee annual UltraTax system setup, pricing updates, and staff configuration
Collaborate with operations to ensure tax organizers are prepared and distributed accurately
Proactively identify workflow or team challenges and implement effective solutions
Support business development through responsive, high-quality client interaction
Requirements:
Strong technical tax knowledge and experience managing complex returns
Proven leadership and team development experience
Excellent organizational and workflow management skills
Strong communication and client service abilities
Experience with UltraTax (preferred)
Commitment to process improvement and operational excellence
What we offer:
medical, vision, dental, and life and disability insurance