Tax Manager

Overview

CMMS CPAs & Advisors PLLC, an ATLAS Navigators Firm, seeks an experienced Tax Manager to join our Plainview team! This is an exciting opportunity to work with a collaborative and fast-growing CPA firm with offices across multiple states. The Tax Manager will serve as a trusted advisor to clients while also leading internal team members and helping shape the future of our practice. If you're a strategic thinker with a passion for leadership and client service, we’d love to hear from you.

Major Responsibilities

• Serve as the primary relationship manager for assigned clients, providing strategic guidance and ensuring exceptional customer service;
• Oversee the preparation and review of a wide range of tax returns including 1040, 1120, and 1065;
• Lead client engagements, manage workflow priorities, and oversee the allocation of work across team members;
• Develop and maintain trusted client relationships while identifying proactive tax planning, estate planning, and advisory opportunities;
• Review accounting activities and financial information for assigned clients to ensure accuracy, completeness, and compliance;
• Provide technical guidance and collaborate with team members on complex tax and accounting matters;
• Identify opportunities to expand client services and communicate recommendations, updates, and strategic insights effectively;
• Monitor engagement profitability through billing oversight, WIP management, and effective project execution;
• Coach, mentor, and develop team members while driving process improvement and operational efficiency;
• Contribute to the growth of the firm's advisory services, strategic initiatives, and overall practice development.

Educational and Experience Requirements

• Bachelor's degree in Accounting, Finance, or related field;
• Demonstrated progressive public accounting experience with increasing responsibility in tax preparation, tax review, client management, and staff development;
• Minimum 5 years of experience in a Tax Manager or equivalent leadership role within a public accounting firm;
• Experience with CCH Axcess and QuickBooks preferred;
• CPA license, CPA eligibility, or active pursuit of CPA licensure preferred.

Benefits

• Medical, Dental, and Vision;
• GAP Benefits;
• Supplemental Benefits;
• Life & AD&D Insurance;
• Short & Long-term Disability Plans;
• 401(k) with company matching;
• Bonuses;
• Flexible PTO with sick time;
• Incentive Program;
• Development Program;
• Company Wellness Program;

Working Conditions

Must be able to operate a variety of machines and equipment, including computers, office equipment, telephones, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.

Equal Opportunity Statement

ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.