Tax Manager
About the role
The Tax Manager at Sweeney Conrad works with other team members to provide tax and accounting services to closely held companies and high net worth individuals. They have full client responsibility and mentor and develop staff. This role reports directly to the Tax Partner and is based in Kirkland, Washington, with a hybrid work schedule.
Responsibilities
- Manage and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, trusts, and other entities
- Develop and maintain strong client relationships by serving as a trusted advisor and primary point of contact
- Review work prepared by associates and seniors, providing technical guidance, coaching, and constructive feedback
- Manage multiple engagements simultaneously, ensuring projects are completed accurately, timely, and within budget
- Identify opportunities to improve client tax positions and support long-term financial goals
- Contribute to business development efforts by identifying opportunities within existing client relationships and supporting prospective client initiatives
- Stay current on changes in tax laws, regulations, and industry trends to ensure compliance and deliver proactive guidance
- Perform other duties as assigned by the department managers
Requirements
- 5 to 10 years’ experience in public accounting tax experience, including experience managing client engagements
- Experience managing individual and entity client engagements
- Minimum bachelor’s degree in Accounting or Taxation
- Active CPA license or Enrolled Agent (EA) credential
- Strong tax compliance experience with individuals, partnerships, S corporations, trusts, and other business entities
- Experience reviewing tax returns and workpapers, ensuring accuracy, completeness, and compliance with applicable regulations
- Experience serving high-net-worth individuals and closely held businesses
- Proficiency in Microsoft Office Suite
- Demonstrated experience in managing multiple tasks and in organizing and prioritizing work assignments and ongoing duties
- Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners
- Ability to work effectively in a diverse team environment
Qualifications
- Minimum bachelor’s degree in Accounting or Taxation
- Active CPA license or Enrolled Agent (EA) credential
- 5 to 10 years’ experience in public accounting tax experience, including experience managing client engagements
- Experience managing individual and entity client engagements
- Strong tax compliance experience with individuals, partnerships, S corporations, trusts, and other business entities
- Experience reviewing tax returns and workpapers, ensuring accuracy, completeness, and compliance with applicable regulations
- Experience serving high-net-worth individuals and closely held businesses
- Proficiency in Microsoft Office Suite
- Demonstrated experience in managing multiple tasks and in organizing and prioritizing work assignments and ongoing duties
- Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners
- Ability to work effectively in a diverse team environment
Skills
- Strong technical knowledge
- Leadership skills
- Commitment to exceptional client service
Benefits
The pay range for this role is $100,000 - $150,000 per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.
For employees working 30 or more hours per week, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as dependent coverage; Health Care and Dependent Care Flexible Spending Accounts; and employer-paid life and disability insurance; and a 401(k) plan with employer match. We also provide flexible time off (PTO) and 12 paid holidays.
At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.