Tax Advisory Manager

Key Responsibilities

• Manage tax advisory engagements for closely held businesses and their owners, including tax planning, transaction structuring, due diligence, reorganizations, restructuring activities, and other strategic consulting matters.
• Identify and analyze tax risks and opportunities related to acquisitions, dispositions, reorganizations, and other significant business events, and develop practical recommendations for clients.
• Research complex federal and state tax matters, analyze technical issues, and develop well-supported conclusions and recommendations.
• Review tax analyses, memoranda, financial models, and other client deliverables for technical accuracy, completeness, and alignment with client objectives.
• Lead multiple client engagements simultaneously, ensuring projects are delivered on time, within budget, and at the highest level of quality.
• Monitor engagement performance, including workflow, staffing, utilization, realization, and billing.
• Serve as a trusted advisor and primary point of contact for clients, building strong relationships and delivering proactive guidance on tax strategy, business decisions, and emerging risks.
• Collaborate with professionals across service lines to develop integrated solutions that address complex client needs.
• Lead, supervise, mentor, and develop tax professionals through coaching, training, delegation, and performance feedback.
• Review staff work and provide guidance to support technical development and career growth.
• Contribute to the growth of the Advisory Practice by identifying opportunities to expand existing client relationships, participating in business development activities, and maintaining professional networks.
• Recommend process improvements and innovative solutions that enhance client outcomes, team effectiveness, and overall practice performance.

Requirements

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• Active CPA license.
• 5+ years of relevant experience in public accounting, professional services, consulting, or a related field.
• Prior experience supervising, mentoring, and developing team members.
• Strong technical tax knowledge related to tax planning, research, structuring, and advisory services for closely held businesses and their owners.
• Strong analytical, critical thinking, problem-solving, and decision-making skills.
• Excellent verbal and written communication skills, including the ability to effectively communicate complex tax matters and prepare written tax advice.
• Strong project management skills with the ability to manage multiple engagements, priorities, and deadlines.

Preferred Qualifications

• Experience advising closely held businesses and their owners on complex tax planning, structuring, and transaction-related matters.
• Experience with transaction-related matters, including due diligence, acquisitions, dispositions, reorganizations, and restructuring activities.
• Experience managing client relationships and providing strategic tax advisory services.
• Experience with tax research databases, tax compliance software, AI tools, and document management systems.
• Familiarity with UltraTax, GoRS, CoCounsel, and other Thomson Reuters products.