Tax Manager

Overview

CMMS CPAs & Advisors PLLC, an ATLAS Navigators firm, seeks an experienced Tax Manager to join our Lubbock 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.

Relocation assistance is available.

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.

Skills and Abilities

• Strong technical knowledge of federal and state tax compliance for individuals, partnerships, and corporations.
• Ability to review complex tax returns and identify tax planning opportunities for clients.
• Strong client relationship management skills with the ability to serve as a trusted advisor.
• Excellent verbal and written communication skills, including the ability to explain complex tax matters to clients and team members.
• Proven ability to manage multiple client engagements, competing priorities, and deadlines simultaneously.
• Strong leadership, coaching, and team development skills.
• Advanced analytical, problem‑solving, and critical‑thinking abilities.
• Strong business judgment and ability to make sound decisions in a fast‑paced environment.
• Proficiency with tax and accounting software including CCH and QuickBooks Online and Desktop.
• Strong understanding of GAAP and tax‑basis accounting principles.

Education and Experience

• Bachelor’s degree in Accounting, Finance, or a 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 coverage.
• GAP benefits and supplemental benefits.
• Life & AD&D insurance.
• Short‑ and long‑term disability plans.
• 401(k) with company matching.
• Bonus structure.
• Flexible PTO with sick time.
• Incentive program.
• Development program.
• Company wellness program.

Working Conditions

• Operate a variety of machines and equipment, including computers, office equipment, and telephones; tasks may require extended periods at a keyboard or workstation.
• Occasionally lift, hold, or carry items weighing up to 40 pounds.
• Perform principal duties with or without reasonable accommodation.