Tax Manager

About the role

The Tax Manager is responsible for delivering high-quality, technically sound accounting and tax solutions across a diverse client base of individuals and business owners. This position is ideal for a seasoned tax professional who values precision, client relationships, and meaningful work in a firm that prioritizes fairness and clarity over long hours and bureaucracy.

Responsibilities

• Manage full-cycle tax review, signing, and client communication across individual and business engagements.
• Serve as a primary point of contact for clients who are individuals, business owners, or both — bringing emotional intelligence and professionalism to every interaction.
• Handle a broad range of return types with primary focus on 1040, 1041, and 1065, with additional exposure to entity returns including 1120 and 1120S.
• Read and interpret financial statements and review prepared business returns as part of supporting business-owner clients.
• Act as a technical resource for junior staff on foundational tax and entity concepts while maintaining an active workload of assigned engagements.
• Contribute to firm integration and process-improvement initiatives as new practices are onboarded.

Requirements

• CPA designation required.
• 9-15 years of public accounting experience with strong technical tax skills across individual and entity return types.
• Proficiency in individual, partnership, and S corporation tax compliance; familiarity with trust returns (1041) a plus, though depth is not required.
• Ability to read financial statements and understand business accounting in the context of tax work.
• Comfortable managing direct client relationships, including business owners — clear, professional, and emotionally intelligent in communication.
• High attention to detail and strong organizational skills, especially in a remote environment.