Tax Manager

Position Summary

The Tax Manager leads complex tax engagements and mentors staff. This role is beyond compliance, focusing on strategic tax advisory, revenue expansion for the firm, and actionable insights that help clients grow their businesses.

Key Responsibilities

• Manage complex tax engagements for corporate, partnership, and high-net-worth clients, ensuring GAAP compliance and audit readiness.

• Drive firm revenue expansion by:

  • Identifying opportunities to upsell or cross-sell tax, advisory, or accounting services

  • Implementing value-added tax strategies that create new billing opportunities

  • Contributing insights to pricing, service design, and client retention strategies

• Support client business growth by:

  • Providing actionable advice on entity structure, compensation, reinvestment, and cash flow strategies

  • Identifying opportunities for expansion, acquisition, or operational optimization

  • Acting as a strategic advisor to executives and owners, linking tax planning to business outcomes

• Supervise, mentor, and train tax staff to ensure technical excellence and career development.

• Implement quality control and review standards to maintain accuracy, compliance, and audit-ready deliverables.

• Partner with the Director of Tax and COO to design workflows, KPIs, dashboards, and operational metrics.

• Monitor engagement timelines, deliverables, and staff productivity to ensure all core KPIs and revenue targets are met.

• Collaborate with other departments to deliver integrated solutions that support both client growth and firm profitability.

Core KPIs

• Accuracy:

• Timeliness: 100% of deliverables submitted by deadlines

• Client Satisfaction: High positive feedback from CEOs, owners, and executives

• Revenue Contribution: Achieve or exceed targets for upsells, advisory engagements, and billing realization

• Workflow Compliance: 100% adherence to templates, review processes, and documentation standards

• Staff Development: Mentorship progress and team skill improvement

• Audit Readiness: All client files prepared to audit-ready standards

Required Qualifications & Skills

• CPA designation (required)

• Bachelor’s degree in Accounting or Taxation (Master’s preferred)

• 5–8+ years of professional tax experience

• Expertise in GAAP, accrual accounting, and complex tax planning

• Strong leadership and mentoring experience

• Proven experience with CEOs, business owners, and directors

• Ability to identify revenue opportunities and translate tax strategy into client business growth

Preferred

• Corporate, partnership, and high-net-worth taxation expertise

• Experience managing multiple engagements and staff

• Familiarity with modern tax and workflow management platforms

Compensation & Benefits

• Competitive base salary, commensurate with experience

• Performance-based bonuses tied to KPI achievement, revenue contribution, and client satisfaction

• Professional development support, including CPA continuing education

• Flexible hybrid work options

• Career path to Director of Tax and senior leadership roles