Tax Manager

Key Responsibilities

• Manage relationships for a portfolio of high-net-worth individuals, business owners, and real estate investors.
• Prepare and review complex federal and multi-state tax returns, including: Individual (1040), S Corporation, Partnership, Trust and Estate.
• Identify proactive tax planning opportunities and communicate recommendations with clear financial impact.
• Conduct client onboarding meetings, tax planning discussions, and year-round advisory consultations.
• Provide exceptional client service through timely communication and ongoing support.
• Collaborate with leadership to enhance service offerings, pricing strategies, and operational processes.
• Help evaluate and implement technology and AI-driven solutions that improve efficiency and client experience.
• Establish and maintain quality control procedures to ensure accuracy and consistency.
• Contribute ideas for improving internal workflows and firm operations.

Required Qualifications

• Active CPA or Enrolled Agent (EA) designation.
• 5+ years of public accounting or tax preparation experience.
• Strong experience preparing and reviewing: Complex individual tax returns, S Corporation returns, Partnership returns, Trust returns, Multi-state tax returns.
• Experience working with high-net-worth individuals and closely held businesses.
• Solid knowledge of federal and state tax regulations.
• Strong client communication and relationship management skills.
• Comfortable explaining complex tax concepts to clients with varying levels of tax knowledge.
• Proficiency with tax preparation software, cloud-based applications, Microsoft Office, and virtual meeting platforms.
• Interest in adopting new technologies and AI tools to improve tax workflows.
• Highly organized with strong attention to detail and problem-solving abilities.

Preferred Qualifications

• Previous experience supervising or mentoring tax professionals.
• Experience with tax planning and advisory services.
• Background working with real estate investors and pass-through entities.
• Experience improving tax processes or implementing technology solutions.

Compensation & Benefits

• Equity opportunity.
• Comprehensive medical, dental, and vision insurance.
• Flexible Paid Time Off.
• Professional development and continuing education support.
• Opportunity to work directly with firm leadership and influence the future direction of the practice.

Why Join?

• Transition beyond traditional tax compliance into a strategic advisory role.
• Build long-term relationships with high-value clients.
• Work with an innovative, technology-forward firm embracing AI and automation.
• Influence firm processes, service offerings, and operational improvements.
• Join a growing organization with significant career growth potential.