Tax Manager

About the role

Join Whitlock & Company, a boutique CPA firm with a bold mission: deliver exceptional tax and accounting services with a personal touch. We're looking for a Tax Professional who thrives in a collaborative environment and is passionate about helping individuals and businesses succeed.

Responsibilities

• Prepare and review individual tax returns (1040)
• Prepare and review business returns (1120, 1120S, 1065) for corporations, S-corps, and partnerships
• Identify tax-saving opportunities and guide clients through credits and deductions
• Build trusted relationships with clients through proactive communication
• Stay sharp on evolving IRS and state tax regulations
• Contribute to strategic tax planning and projections
• Attend community and chamber events, engage in networking opportunities
• Maintain meticulous records that reflect our commitment to excellence

Requirements

• 4+ years of hands-on experience in tax preparation and review
• Proficiency in UltraTax or similar tax software, plus Microsoft Office
• Strong command of tax code and compliance for individuals and small businesses
• CPA or EA designation preferred (but not required)
• Exceptional attention to detail and communication skills
• A team-first mindset and willingness to work onsite in a supportive environment

Benefits

• Competitive compensation tailored to your experience
• A supportive team culture where collaboration is key
• Flexible scheduling outside of peak tax season
• Paid continuing education and licensing support
• Direct access to leadership and meaningful client relationships
• A chance to grow your career without sacrificing your life