Tax Manager - Business Tax Compliance and Advisory
About the Role
As a Tax Manager, you will lead the preparation, review, and delivery of federal and state tax returns for a diverse portfolio of clients in professional services, technology, manufacturing and distribution, hospitality, and healthcare. The client base ranges from pre-revenue startups to businesses with up to $80 million in revenue and includes individuals, corporations, partnerships, trusts, and family-owned businesses. You will identify planning opportunities, ensure compliance, manage client relationships, and serve as a trusted advisor. Additionally, you will supervise and develop staff and senior associates, manage engagement timelines and budgets, resolve complex tax matters, and coordinate closely with CAAS, Audit, and Advisory teams.
Responsibilities
- Manage and review a portfolio of federal and state tax engagements from planning through completion.
- Develop and maintain strong client relationships by serving as a trusted advisor and primary point of contact.
- Review complex tax returns for individuals, corporations, partnerships, trusts, and family-owned businesses.
- Oversee tax compliance for clients in professional services, technology, manufacturing and distribution, hospitality, and healthcare.
- Manage multiple engagements simultaneously, ensuring projects are completed accurately, timely, and within budget.
- Identify opportunities to improve client tax positions and support long-term financial goals.
- Contribute to business development efforts by identifying opportunities within existing client relationships and supporting prospective client initiatives.
- Stay current on changes in tax laws, regulations, and industry trends to ensure compliance and deliver proactive guidance.
- Supervise, train, and mentor staff and senior associates by assigning work, establishing timelines, monitoring budgets, and managing engagement workflow.
- Serve as a primary point of contact for clients and maintain strong client relationships.
- Perform other duties as assigned by the department managers.
Requirements
- Minimum bachelor’s degree in Accounting or Taxation.
- Active CPA license or Enrolled Agent (EA) credential.
- 5 to 10 years’ experience in public accounting tax experience, including experience managing client engagements.
- Experience reviewing tax returns and workpapers, ensuring accuracy, completeness, and compliance with applicable regulations.
- Experience serving individuals, corporations, partnerships, trusts, and/or family-owned businesses.
- Proficiency in Microsoft Office Suite and CCH products.
- Demonstrated experience in managing multiple tasks and organizing and prioritizing work assignments and ongoing duties.
- Ability to communicate effectively and timely in writing and verbally with colleagues, clients, and other external partners.
- Ability to work effectively in a diverse team environment.
Benefits
- Pay range: $115,000 - $150,000 per year (actual compensation may vary based on experience, education, and skill level).
- Comprehensive benefits package for employees working 30 or more hours per week, including medical, dental, and vision coverage, as well as dependent coverage.
- Health Care and Dependent Care Flexible Spending Accounts.
- Employer-paid life and disability insurance.
- 401(k) plan with employer match.
- Flexible time off (PTO) and 13 paid holidays.
Schedule
This position is based in Kirkland, Washington, with a hybrid work schedule.