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. 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;