Tax Manager

Job Roles and Responsibilities

• Manage tax engagements from planning through completion.
• Review federal and state income tax returns for: Individuals, Partnerships, S Corporations, C Corporations, Trusts and estates, Tax-exempt organizations.
• Develop proactive tax planning strategies to help clients reduce tax liabilities and achieve financial goals.
• Serve as a year-round trusted tax advisor for clients.
• Research complex tax issues and provide practical recommendations.
• Respond to IRS and state tax notices and assist with tax examinations.
• Delegate assignments and mentor staff accountants and senior associates.
• Review workpapers and provide technical feedback to team members.
• Affirmatively support workflow management, scheduling, and department planning.
• Support process improvements through technology, automation, and AI initiatives.
• Stay updated on tax law changes, regulations, and industry developments.

Qualifications and Certifications

• Bachelor's degree in Accounting, Finance, or related field.
• Active CPA license required.
• 5+ years of recent public accounting tax experience.
• Experience reviewing complex individual and business tax returns.
• Strong knowledge of federal and state tax regulations.
• Strong tax research and analytical skills.
• Excellent written and verbal communication skills.
• Proven leadership, mentoring, and team development experience.
• Strong organizational and project management abilities.
• Proficiency with Microsoft Excel and Word.

Preferred Qualifications

• Master's degree in Accounting or Taxation.
• Experience with CCH Axcess Tax.
• Experience with CCH Engagement.
• Experience with QuickBooks.
• Experience preparing nonprofit organization tax returns.

Benefits

• Health and wellness benefits.
• Retailment benefits.
• Paid time off.
• Professional development opportunities.
• Technology-focused work environment.
• Collaborative team culture.