Tax & Advisory Manager
About the role
A unique opportunity for an experienced tax professional to lead complex tax planning and advisory engagements, mentor a talented team, build lasting client relationships, and step into a clear path toward firm ownership within 3-5 years.
Responsibilities
- Manage a portfolio of business and individual tax clients while serving as their trusted advisor throughout the year
- Lead tax planning, projections, and advisory engagements for closely held businesses and high-net-worth individuals
- Review and prepare complex individual, corporate, partnership, fiduciary, and related tax returns
- Oversee advisory workflow while collaborating closely with the firm's tax compliance team
- Review staff work, mentor accountants, and help develop the next generation of tax professionals
- Cook up tax, accounting, and bookkeeping workflows to ensure clients receive proactive, year-round service
- Research complex tax matters and develop practical planning strategies for clients
- Coordinate with firm leadership to improve processes, leverage technology, and enhance client service
- Sign tax returns and financial statements in accordance with firm standards and professional regulations
Requirements
- CPA license required; Enrolled Agent (EA) designation will also be considered
- 6+ years of recent public accounting experience
- Strong background preparing and reviewing complex business and individual tax returns
- Experience providing proactive tax planning and advisory services
- Demonstrated success managing client relationships
- Experience reviewing staff work and mentoring junior accountants
- Excellent communication, leadership, and organizational skills
- Desire to grow into firm leadership and future ownership
Nice-to-Haves
- Experience with UltraTax CS
- Experience using Karbon workflow software
- QuickBooks Online experience
- Multi-state tax experience
- International tax exposure
- Interest in leveraging AI and emerging technology to improve client service and internal workflows
- Experience supervising tax managers, seniors, or staff accountants
Qualifications
- Strong analytical and problem-solving skills
- Ability to manage multiple projects simultaneously
- Excellent interpersonal and communication skills
- Proficiency in Microsoft Office Suite
Skills
- Tax planning and advisory
- Client relationship management
- Team leadership and mentoring
- Technology integration and process improvement
Benefits
Competitive base salary of $120,000-$140,000, depending on experience
Performance-based bonus opportunities
Clearly defined path toward partnership and firm ownership within approximately 3-5 years
Hybrid schedule with three days in the office and two remote each week
Exceptional health insurance with 100% coverage after the deductible and employer HSA contribution
Dental, vision, life insurance, and additional voluntary benefits
401(k) with company match
Paid time off, paid training, parental leave, and professional development support
Flexible schedule with approximately 36-hour workweeks outside of tax season, including Friday afternoons off
Busy season typically averaging only 50-55 hours per week - significantly below many public accounting firms
Pay
Competitive base salary of $120,000-$140,000, depending on experience
Schedule
Hybrid schedule with three days in the office and two remote each week