Tax Manager

Tax Manager

Summary:

The Tax Manager oversees the daily operations of the firm’s tax department within the assigned office, ensuring high-quality tax services for individual and business clients. This role combines leadership, technical tax expertise, and client relationship management to drive growth, maintain compliance, and uphold firm standards.

Key Responsibilities

• Lead and manage the tax team within the branch, providing guidance, mentorship, and performance feedback.
• Oversee preparation and review of complex individual, corporate, partnership, and fiduciary tax returns.
• Ensure compliance with federal, state, and local tax regulations while identifying opportunities for tax planning and savings.
• Serve as a primary point of contact for clients, delivering excellent service and proactive communication.
• Manage engagement schedules, budgets, and staff assignments to ensure timely and accurate completion of work.
• Collaborate with firm leadership on strategic initiatives, business development, and client retention.
• Monitor changes in tax laws and communicate relevant updates to staff and clients.
• Participate in recruiting, training, and professional development of tax staff.
• Review and approve tax filings, ensuring accuracy and compliance before submission.
• Support firm growth by identifying cross-selling opportunities and expanding client relationships.

Qualifications

• CPA license required.
• Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.
• 7+ years of progressive tax experience in public accounting, including supervisory or management responsibilities.
• Strong technical knowledge of federal and state tax laws and compliance.
• Excellent leadership, organizational, and communication skills.
• Ability to manage multiple engagements and meet tight deadlines.
• Proficiency with tax preparation and research software (e.g., CCH Axcess, UltraTax, ProSystem fx).

Attributes for Success

• Strategic thinker with a proactive approach to client service.
• Collaborative leader who fosters a positive, team-oriented environment.
• Committed to maintaining the highest standards of integrity and professionalism