Tax Manager

About the role

We have intentionally built a team of talented professionals who genuinely enjoy working together. Our partners believe that great firms are built on trust, mutual respect, and a willingness to help one another succeed. We encourage collaboration, welcome questions, freely share knowledge, and believe that everyone, regardless of title, has something valuable to contribute. Our managers don't compete with one another. They support one another. Our senior leadership is committed to mentoring the next generation of leaders by providing meaningful responsibility, regular coaching, and opportunities for professional growth. We want our managers to become exceptional technical professionals, trusted advisors, and influential leaders. We also believe that technology should empower people, not replace them. If you're looking for a firm where innovation and relationships are equally valued, we'd love to meet you.

Responsibilities

• Manage tax engagements from planning through completion.
• Review federal and state income tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and tax-exempt organizations.
• Develop proactive tax planning strategies that help clients minimize tax and achieve their long-term objectives.
• Build deep relationships with clients by understanding their businesses, families, and financial goals.
• Serve as a trusted advisor throughout the year, not just during tax season.
• Research complex tax issues and communicate practical solutions.
• Respond to IRS and state tax notices and assist clients during examinations.
• Delegate work effectively while coaching and mentoring staff accountants and senior associates.
• Review workpapers and provide meaningful feedback that develops technical and professional skills.
• Help improve firm processes through technology, automation, and AI.
• Stay current on changes in tax law and emerging technologies affecting the profession.

Requirements

• Bachelor's degree in Accounting or Finance
• Active CPA license
• Five or more years of recent public accounting tax experience
• Experience reviewing complex individual and business income tax returns
• Strong technical research and analytical skills
• Excellent written and verbal communication skills
• Proven leadership and mentoring abilities
• Strong organizational and project management skills
• Proficiency with Microsoft Excel and Word