Tax Manager

About the company

Valley Tax Advisors has served the Lehigh Valley from Bethlehem since 2009. The firm provides tax preparation and planning for individuals, businesses, estates and trusts, and nonprofits, as well as bookkeeping, payroll, accounting, and advisory services. Most clients are small and mid‑sized businesses and the families who own them, and they stay because the firm maintains year‑round relationships. SmartLedger, the firm’s financial management service, gives business clients real‑time books and keeps them tax ready.

About the role

You will manage and review individual, business, estate, trust, and nonprofit tax returns, and lead the planning conversations that accompany them. As the primary advisor, you will counsel business owners on buying, selling, growth, and tax‑saving strategies. You will review and mentor the preparation team and work directly with the founder on client service, practice growth, and the succession of the tax practice.

Responsibilities

• Manage and review individual, business, estate, trust, and nonprofit tax returns.
• Lead tax‑planning conversations with clients, especially business owners.
• Advise clients on transactions such as acquisitions, sales, and growth strategies.
• Review, mentor, and develop the work of the preparation team.
• Collaborate with the founder on client service initiatives, practice growth, and succession planning.

Requirements

• Active CPA license or Enrolled Agent credential.
• Five or more years of public‑accounting tax experience, including review of business and individual returns.
• Comfort advising business owners directly on planning, not just compliance.
• Experience reviewing and developing the work of preparers.
• Bachelor’s degree in accounting or a related field.
• Ability to work in the Bethlehem office two to three days a week.

Benefits

• A real path to future firm ownership, with the founder planning the transition.
• Leadership of the tax practice with no line of principals ahead of you.
• Hybrid schedule offering flexibility and the firm’s exploration of additional virtual options.
• Clients who value year‑round planning relationships.

Pay

$120,000 to $180,000, depending on experience.

Schedule

Hybrid schedule: two to three days a week in the Bethlehem office, with additional virtual options being explored.