Tax Manager
About the role
Lead and coordinate a high-volume corporate tax compliance process, primarily involving Form 1120-PC returns.
Review federal corporate tax returns and supporting workpapers for accuracy, completeness, consistency, and compliance with applicable requirements.
Own an assigned portion of the return portfolio while helping coordinate workflow across the broader tax practice.
Work closely with domestic and international team members to establish priorities, monitor progress, and meet deadlines.
Provide leadership, coaching, and technical guidance to preparers so they understand return procedures, workpaper expectations, and the tax treatment behind the work.
Communicate proactively with clients regarding information requests, open items, timing, and tax matters.
Keep preparers, reviewers, managers, and senior leaders aligned on responsibilities, status, and deadlines.
Research and resolve corporate and insurance tax matters, including issues involving the IRS, and document conclusions clearly.
Identify recurring issues and recommend process improvements that enhance quality, efficiency, and consistency.
Provide day-to-day supervision, training, and feedback to team members across experience levels and locations.
Engage in professional development and firm-sponsored training to stay current on relevant corporate and insurance tax requirements and industry practices.
Responsibilities
- Lead and coordinate a high-volume corporate tax compliance process, primarily involving Form 1120-PC returns.
- Review federal corporate tax returns and supporting workpapers for accuracy, completeness, consistency, and compliance with applicable requirements.
- Own an assigned portion of the return portfolio while helping coordinate workflow across the broader tax practice.
- Work closely with domestic and international team members to establish priorities, monitor progress, and meet deadlines.
- Provide leadership, coaching, and technical guidance to preparers so they understand return procedures, workpaper expectations, and the tax treatment behind the work.
- Communicate proactively with clients regarding information requests, open items, timing, and tax matters.
- Keep preparers, reviewers, managers, and senior leaders aligned on responsibilities, status, and deadlines.
- Research and resolve corporate and insurance tax matters, including issues involving the IRS, and document conclusions clearly.
- Identify recurring issues and recommend process improvements that enhance quality, efficiency, and consistency.
- Provide day-to-day supervision, training, and feedback to team members across experience levels and locations.
- Engage in professional development and firm-sponsored training to stay current on relevant corporate and insurance tax requirements and industry practices.
Requirements
- Bachelor’s degree in Accounting or a related field is required.
- Active CPA license or Enrolled Agent credential is required.
- At least 8 years of relevant tax experience is preferred; flexibility may be considered based on the depth and level of experience.
- Strong corporate tax experience, with Form 1120 as a primary area of focus; insurance tax experience is preferred but not required.
- Prior experience managing or supervising tax professionals is preferred.
- Demonstrated ability to lead a high-volume compliance process while maintaining quality, communication, and client service.
- Ability to review complex work, understand how returns are prepared, and coach staff through technical and process questions.
- Strong ownership mindset with the maturity to manage competing priorities, anticipate issues, and follow work through completion.
- Excellent client communication and relationship-management skills.
- Collaborative leadership style and willingness to work across levels, teams, and locations.
- Strong organizational, time-management, and problem-solving skills.
- Commitment to being a hands-on team member who is willing to contribute wherever needed.
Qualifications
- Bachelor’s degree in Accounting or a related field is required.
- Active CPA license or Enrolled Agent credential is required.
- At least 8 years of relevant tax experience is preferred; flexibility may be considered based on the depth and level of experience.
- Strong corporate tax experience, with Form 1120 as a primary area of focus; insurance tax experience is preferred but not required.
- Prior experience managing or supervising tax professionals is preferred.
- Demonstrated ability to lead a high-volume compliance process while maintaining quality, communication, and client service.
- Ability to review complex work, understand how returns are prepared, and coach staff through technical and process questions.
- Strong ownership mindset with the maturity to manage competing priorities, anticipate issues, and follow work through completion.
- Excellent client communication and relationship-management skills.
- Collaborative leadership style and willingness to work across levels, teams, and locations.
- Strong organizational, time-management, and problem-solving skills.
- Commitment to being a hands-on team member who is willing to contribute wherever needed.
Skills
- Strong corporate tax experience, with Form 1120 as a primary area of focus.
- Insurance tax experience is preferred but not required.
- Prior experience managing or supervising tax professionals.
- Demonstrated ability to lead a high-volume compliance process while maintaining quality, communication, and client service.
- Ability to review complex work, understand how returns are prepared, and coach staff through technical and process questions.
- Strong ownership mindset with the maturity to manage competing priorities, anticipate issues, and follow work through completion.
- Excellent client communication and relationship-management skills.
- Collaborative leadership style and willingness to work across levels, teams, and locations.
- Strong organizational, time-management, and problem-solving skills.
Benefits
Flexible Work Environment: This opportunity is hybrid. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
Pay
Compensation is competitive and commensurate with experience.
Schedule
The role is currently hybrid, with some flexibility in work hours.
Springline Advisory is an equal opportunity employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.