Tax Manager

About the role

The Tax Manager will oversee tax compliance and consulting engagements for a diverse client base, including privately held businesses, high-net-worth individuals, partnerships, S corporations, trusts, and nonprofit organizations.

Responsibilities

• Manage and review the preparation of federal, state, and local tax returns
• Provide proactive tax planning and consulting services
• Serve as primary contact for assigned clients
• Supervise, mentor, and train tax staff
• Manage engagement budgets, staffing, and deadlines
• Aid in business development and proposals

Qualifications

• Bachelor's degree in Accounting
• CPA license in good standing
• 5 - 8+ years of public accounting tax experience
• Strong knowledge of federal and state taxation
• Excellent communication and project management skills

Key Competencies

• Technical tax expertise
• Client service orientation
• Leadership and coaching
• Critical thinking and problem solving
• Business development mindset

Success Measures

• Quality and accuracy of tax engagements
• Timely completion of projects
• Staff development and retention
• Client satisfaction and retention
• Engagement profitability