Tax Manager

This role is a hybrid opportunity with a growing investment company.

About us

We are a growing, full-service CPA and advisory firm serving privately held businesses, high-net-worth individuals, family offices, and emerging companies across a variety of industries. Our firm is committed to delivering exceptional client service while fostering a collaborative and entrepreneurial culture where professionals can build rewarding, long-term careers. With a strong reputation for technical excellence and client partnership, we provide tax compliance, consulting, and strategic planning services designed to help our clients navigate complex financial and regulatory environments.

Why join us

• Competitive compensation
• Clear path for career advancement and partnership opportunities
• Collaborative leadership team and supportive culture
• Exposure to sophisticated tax planning and advisory engagements
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
• Opportunity to lead and mentor high-performing tax professionals

Responsibilities

• Manage a portfolio of business and individual tax clients.
• Review complex federal, state, and local tax returns.
• Lead tax planning and consulting engagements for closely held businesses and high-net-worth individuals.
• Identify and implement tax-saving strategies for clients.
• Serve as a trusted advisor to clients on tax and business matters.
• Research and analyze complex tax issues and communicate recommendations to clients and firm leadership.
• Supervise, mentor, and develop Tax Managers, Seniors, and Staff.
• Review workpapers and ensure compliance with firm quality standards.
• Participate in business development activities and assist with client retention efforts.
• Monitor changes in tax legislation and assess impacts on clients.
• Collaborate with partners and other service lines to deliver integrated client solutions.

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• Active CPA license required
• 8+ years of public accounting tax experience
• Progressive experience managing complex tax engagements
• Strong knowledge of federal, state, and local tax regulations
• Experience reviewing partnerships, S-corporations, C-corporations, trusts, estates, and individual tax returns
• Demonstrated leadership and staff development experience
• Strong communication, presentation, and client relationship management skills
• Experience with tax software and research platforms

Preferred Experience

• Multi-state taxation
• High-net-worth individual tax planning
• Pass-through entity taxation
• Mergers & acquisitions tax consulting
• Estate and trust taxation
• Business advisory and consulting services

Pay

$125,000 - $150,000 per year