Tax Manager

Key Responsibilities

• Manage and review preparation of individual, partnership, corporate, and fiduciary tax returns to ensure accuracy, compliance, and timely filing.
• Provide technical tax research and guidance on complex federal, state, and local tax issues; draft memos and recommendations for clients and internal teams.
• Lead, coach, and mentor tax staff: assign work, review deliverables, conduct performance reviews, and support professional development.
• Serve as primary client contact on engagement matters: present tax positions, explain issues, recommend planning opportunities, and resolve inquiries or disputes.
• Develop and implement tax planning strategies to minimize client tax liabilities and identify business and tax efficiencies.
• Cookordinate multi-state and international tax matters as applicable and manage compliance for sales/use and payroll tax issues when needed.
• Oversee engagement budgets, track fees and time, ensure projects meet deadlines, and support billing and client engagement profitability.
• Maintain up-to-date knowledge of tax law changes and regulatory developments; organize and provide internal training sessions.
• Contribute to business development efforts by supporting proposals, participating in client meetings, and identifying cross-sell opportunities.
• Continuously improve engagement workflow and quality controls, including documentation standards and review processes.

Qualifications

• Certified Public Accountant (CPA) required. 5+ years of progressive tax experience, preferably in public accounting; prior experience in a Tax Manager or senior supervisory role is strongly preferred.
• Demonstrated hands-on experience preparing and reviewing Individual, Partnership, Corporate, and Fiduciary tax returns.
• Strong technical knowledge of federal, state, and local tax laws and proven ability to perform complex tax research.
• Excellent leadership and team-management skills, including staff mentoring, workload delegation, and performance feedback.
• Exceptional client communication and relationship management skills, with ability to explain complex tax matters to non-technical clients.
• Proficiency with tax research tools and common tax software (examples: Lacerte, UltraTax, ProSystem fx Tax, or similar).
• Detail-oriented with strong organizational skills, ability to manage multiple engagements and deadlines, and commitment to quality control.
• Bachelor's degree in Accounting, Finance, or related field required; Master of Taxation (MST) or equivalent is a plus.
• Willingness to obtain continuing professional education credits and maintain CPA license.
• Nice-to-have: experience managing multi-state filings, international tax exposure, and familiarity with accounting software and tax provision calculations.