Tax Manager

Tax Manager Location: On-site / Hybrid (Minimum 4 days in office) Position Type: Full-Time, Direct Hire Reports To: Managing Partner Salary Range: $110,000 - $125,000 base (depending on experience) About: This firm is a dynamic, high-touch wealth management firm with a dedicated team of 15 professionals. We pride ourselves on cultivating a family- and team-oriented culture that balances high performance with real workplace flexibility. We are deeply focused on employee development, mentorship, and maintaining a fun, supportive environment for our team. Position Overview We are seeking an experienced, detail-oriented Tax Manager to step into a critical role within our firm due to an upcoming retirement. Reporting directly to the Managing Partner, you will serve as the primary cornerstone of our tax division, spearheading the tax return review process and ensuring flawless compliance for our wealth management clients. This role is ideal for a CPA who loves the technical side of tax strategy and review, values work-life balance through structured seasonal hours, and thrives in a collaborative, tech-forward environment. Key Responsibilities <li data-aria-level="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-leveltext="" data-aria-posinset="1" data-listid="4">Tax Review & Quality Control: Serve as the primary reviewer for complex individual, trust, and business tax returns, ensuring high technical accuracy and identification of proactive planning opportunities. <li data-aria-level="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-leveltext="" data-aria-posinset="2" data-listid="4">Tax Preparation: Efficiently prepare high-level and complex tax returns as needed. <li data-font="Symbol" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-leveltext="" data-aria-level="1" data-listid="4" data-aria-posinset="3">Client Communication & Relationship Management: Act as a primary point of contact for clients, translating complex tax concepts into clear, actionable advice. Collaborating seamlessly with the broader wealth management team to provide holistic financial strategies. <li data-listid="4" data-aria-posinset="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-leveltext="" data-aria-level="1">Technology & Process Optimization: Leverage modern, AI-backed software tools to streamline workflows and maximize efficiency during peak seasons. Work Schedule & Work-Life Balance We strongly believe in managing seasonal compression to prevent burnout. This role features a structured, fluctuating schedule designed around the tax calendar: <li data-aria-level="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-leveltext="" data-listid="3" data-aria-posinset="1">Tax Season (January 1 - April 15): 55 hours per week <li data-aria-posinset="2" data-listid="3" data-aria-level="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-leveltext="" data-font="Symbol">Summer Hours (Memorial Day - Labor Day): 35 hours per week <li data-aria-posinset="3" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-leveltext="" data-aria-level="1">Rest of the Year: Standard 40 hours per week Qualifications & Skills <li data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-leveltext="" data-aria-level="1" data-listid="2" data-aria-posinset="1">Licensure: Certified Public Accountant (CPA) designation is required. <li data-aria-level="1" data-leveltext="" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-aria-posinset="2" data-listid="2">Experience: Proven track record in public accounting or a wealth management tax environment, specifically carrying strong experience in both preparing and reviewing tax returns. <li data-aria-level="1" data-font="Symbol" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-leveltext="" data-listid="2" data-aria-posinset="3">Communication: Exceptional verbal and written communication skills with the ability to build strong relationships with clients and internal team members. <li data-listid="2" data-aria-posinset="4" data-aria-level="1" data-leveltext="" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol">Software Proficiency: Familiarity with modern tax and office ecosystems. Experience with UltraTax, TaxDome, Juno (AI-based document reader), and Microsoft 365 is highly preferred. Why You'll Love Working Here (Employee Value Proposition) <li data-listid="1" data-aria-posinset="1" data-font="Symbol" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-leveltext="" data-aria-level="1">True Work-Life Balance: Enjoy abbreviated 35-hour workweeks during the summer months to recharge. <li data-leveltext="" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-aria-level="1" data-aria-posinset="2" data-listid="1">Collaborative Environment: Work within a highly supportive, tight-knit team of 15 people where your voice is heard and your impact is visible. <li data-leveltext="" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-aria-level="1" data-aria-posinset="3" data-listid="1">Modern Tech Stack: Work with cutting-edge AI and automated document tools designed to eliminate manual data entry friction. <li data-leveltext="" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-font="Symbol" data-aria-level="1" data-listid="1" data-aria-posinset="4">Culture of Growth: Direct access to leadership with an emphasis on training, coaching, and long-term career development. <li data-aria-level="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-leveltext="" data-font="Symbol" data-aria-posinset="5" data-listid="1">Step Into Leadership: We're looking for our next Partner. From day one, you'll have the mentorship, visibility, and resources needed to transition from Tax Manager to firm leader. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact HR@vaco.com . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR and UK GDPR may access our policies here. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).