Tax Manager

We need to output HTML fragment with sections: About the role? Actually we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. The posting includes: Department, Location, Compensation, Description (role overview), What We're Looking For (characteristics), Why Join Surge Tax? (maybe about the role), Key Responsibilities (list), Desired Experience & Competencies (Required Qualifications, Preferred Qualifications), Benefits (list). Also Pay is given: $125,000 - $135,000/year. Schedule: Full-time, hybrid role. We must not repeat job title as heading. We must not put Job ID etc. We must remove boilerplate. We need to decide sections: About the role (maybe role overview), Responsibilities (Key Responsibilities), Requirements (maybe Required Qualifications?), Qualifications (maybe Preferred Qualifications?), Skills (maybe characteristics?), Benefits (list), Pay (compensation), Schedule (full-time hybrid). We need to ensure we don't create sections with filler like "commensurate with experience". Benefits section includes specific PTO details and insurance contributions, so we can include Benefits. Pay: we have compensation range. Schedule: we have Full-time, hybrid role. We need to use

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  About the role

  Surge Tax is a rapidly growing tax strategy and accounting firm specializing in proactive tax planning, tax compliance, and accounting services for real estate investors, short-term rental (STR) owners, entrepreneurs, and high-income individuals. The firm takes a proactive, strategy-driven approach to helping clients understand their tax positions, identify opportunities, implement tax-saving strategies, and maintain accurate financial records. Services extend beyond annual tax preparation to include quarterly tax projections, ongoing advisory, accounting and bookkeeping, sales tax compliance, and strategic guidance throughout the year. Surge Tax is seeking an experienced and motivated Tax Manager to oversee tax compliance and advisory engagements while helping build and scale the growing tax practice. The role involves managing client relationships, reviewing complex individual and business tax returns, developing and implementing tax strategies, and ensuring timely and accurate delivery of client engagements. The ideal candidate is a technically strong tax professional who can operate independently, communicate complex tax concepts practically, and thrive in a fast-paced, entrepreneurial environment, balancing hands‑on technical work with client advisory responsibilities, team development, and process improvement.

  That seems to capture role overview and company overview. Next Responsibilities:

  Responsibilities

  • Manage the preparation, review, and timely filing of federal and state tax returns for individuals, partnerships, S corporations, C corporations, and other applicable entities.
  • Review complex individual returns, including Forms 1040, Schedules C and E, K-1s, and returns involving multiple entities, real estate investments, and pass‑through income.
  • Oversee business tax compliance, including Forms 1065, 1120‑S, and 1120, as applicable.
  • Review tax workpapers, supporting documentation, reconciliations, and client deliverables for technical accuracy and completeness.
  • Identify potential tax issues, compliance risks, and planning opportunities during the preparation and review process.
  • Manage filing deadlines, extensions, estimated tax payments, and other compliance requirements across an assigned client portfolio.
  • Research complex federal and state tax matters and develop well‑supported recommendations.
  • Develop and deliver proactive tax planning strategies for real estate investors, short‑term rental owners, entrepreneurs, and high‑net‑worth individuals.
  • Prepare and review quarterly tax projections, estimated tax calculations, and year‑end tax planning analyses.
  • Evaluate client‑specific opportunities involving real estate depreciation, cost segregation, bonus depreciation, short‑term rental tax treatment, material participation, entity structuring, and other applicable tax strategies.
  • Help clients understand the requirements, potential benefits, limitations, and implementation steps associated with recommended strategies.
  • Monitor changes in federal and state tax laws and assess their implications for clients.
  • Collaborate with leadership and other advisors to develop comprehensive tax strategies tailored to each client's financial circumstances and objectives.
  • Assist clients with implementing recommended strategies and maintaining appropriate supporting documentation.
  • Serve as a primary point of contact for an assigned portfolio of tax compliance and advisory clients.
  • Lead client meetings to discuss tax projections, annual tax results, planning opportunities, and implementation requirements.
  • Communicate complex tax concepts clearly and effectively to clients who may not have an accounting or tax background.
  • Proactively identify client needs and recommend additional services when appropriate.
  • Maintain strong client relationships through responsiveness, organization, accountability, and consistent follow‑through.
  • Manage client requests, outstanding information, deliverables, and engagement timelines.
  • Help clients navigate tax notices, examinations, and other tax‑related matters, coordinating with leadership or outside specialists as needed.
  • Oversee accounting and bookkeeping engagements for applicable clients, including review of financial statements, reconciliations, and general ledger activity.
  • Identify accounting issues that may affect tax reporting, financial statement accuracy, or tax planning recommendations.
  • Review year‑end adjustments, depreciation schedules, fixed asset activity, and tax‑to‑book differences.
  • Assist clients with accounting process improvements, financial reporting, and tax‑ready bookkeeping.
  • Coordinate with internal accounting personnel to ensure accurate and timely delivery of integrated accounting and tax services.
  • Support sales tax compliance and registration engagements as applicable to client operations and jurisdictions.
  • Provide technical guidance, mentorship, and review feedback to staff accountants, tax preparers, and other team members.
  • Manage engagement assignments, monitor workflow, and help ensure work is completed accurately and on schedule.
  • Establish and improve standardized procedures, review checklists, documentation requirements, and quality control processes.
  • Identify opportunities to automate manual work, improve technology utilization, and increase operational efficiency.
  • Assist leadership with recruiting, onboarding, training, and developing the tax team.
  • Contribute to the development of new tax advisory services, internal training materials, and client‑facing resources.
  • Help establish a culture centered on technical excellence, client service, ownership, and continuous improvement.
  Next Requirements/Qualifications: We have Required Qualifications and Preferred Qualifications. Could split into Requirements (required) and Qualifications (preferred) or Skills. The instruction: Use headings like Requirements, Qualifications, Skills. We'll decide: Requirements for required qualifications, Qualifications for preferred qualifications, Skills for characteristics (ownership mentality, etc.). Let's do that. Requirements:

  Requirements

  • Bachelor's degree in Accounting, Finance, or a related field.
  • Active CPA license.
  • Approximately 7+ years of progressive tax preparation, review, and advisory experience, with demonstrated ability to perform at the manager level.
  • Strong technical knowledge of federal individual and business taxation, including pass‑through entities and real estate‑related tax matters.
  • Experience reviewing tax returns and managing client engagements with limited day‑to‑day supervision.
  • Demonstrated ability to manage multiple client engagements, deadlines, and competing priorities.
  • Strong written and verbal communication skills, including the ability to explain technical tax matters to clients.
  • Proficiency with professional tax preparation software and accounting systems.
  • Strong organizational skills, attention to detail, and a commitment to delivering high‑quality work.
  • Ability to work independently while collaborating effectively with a growing team.
  Qualifications (preferred):

  Qualifications

  • Experience serving real estate investors, short‑term rental owners, entrepreneurs, and high‑net‑worth individuals.
  • Familiarity with short‑term rental tax strategies, including material participation, depreciation planning, and related real estate tax considerations.
  • Experience with cost segregation studies, bonus depreciation, and real estate entity structures.
  • Experience preparing and reviewing Forms 1040, 1065, and 1120‑S.
  • Experience with UltraTax CS or comparable professional tax preparation software.
  • Experience with QuickBooks Online and other cloud‑based accounting platforms.
  • Prior experience in a public accounting firm, boutique tax advisory firm, or high‑growth professional services organization.
  • Experience managing, mentoring, or supervising tax and accounting professionals.
  • Experience building processes, managing workflow, and improving operational efficiency within a growing practice.
  Skills (characteristics from "What We're Looking For"):

  Skills

  • Ownership mentality: takes responsibility for client engagements, deadlines, deliverables, and outcomes without requiring constant oversight.
  • Technical excellence: maintains strong tax technical knowledge and exercises sound professional judgment.
  • Advisory mindset: looks beyond compliance to identify planning opportunities and help clients make informed financial decisions.
  • Client‑first approach: builds trusted relationships through responsiveness, clear communication, and reliable execution.
  • Entrepreneurial mindset: enjoys building processes, solving problems, and contributing to a growing business.
  • Leadership: provides constructive feedback, develops team members, and helps establish a culture of accountability and continuous improvement.
  • Adaptability: comfortable operating in a dynamic environment where priorities, processes, and responsibilities may evolve as the firm scales.
  Benefits: We have Benefits paragraph plus PTO package details. We'll create a Benefits section with list items.

  Benefits

  • Competitive compensation commensurate with experience and qualifications.
  • Opportunity to participate in performance‑based incentives, where applicable.
  • Flexible work arrangements, including potential hybrid or remote options.
  • Opportunity for professional development and continued technical education.
  • Direct access to firm leadership and meaningful involvement in strategic initiatives.
  • Opportunity to help build and shape a rapidly growing tax strategy and accounting practice.
  • Paid Time Off (PTO) / Vacation: 15 days
  • Personal Days: 2 days
  • Sick leave: 8 days
  • Holidays paid: 6 days (New Year's Day, Memorial Day, 4th of July, Labor Day, Thanksgiving Day and Christmas Day)
  • Rise Collective contributes $250 towards health insurance for the employee; various insurance plans available (vision, dental, life insurance).
  Pay:

  Pay

  $125,000 - $135,000 per year

  Schedule:

  Schedule

  Full‑time, hybrid role

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