Tax Manager (CPA)

About the role

The ideal candidate will have direct experience advising clients with complex compensation arrangements, practice ownership interests, K-1 income, multi-entity structures, multistate considerations, investment activity, and estate or gift-tax matters.

Responsibilities

• Serve as the primary point of contact and trusted tax advisor for an assigned portfolio of clients.
• Build strong, long-term client relationships through proactive communication, responsiveness, and practical guidance.
• Provide year-round tax planning, projections, estimated tax calculations, and strategic advisory services for individuals and business owners.
• Advise on entity selection and conversion, compensation and distribution strategies, ownership changes, buy-in and buy-out structures, partner compensation models, K-1 allocations, succession planning, retirement strategies, and other tax-sensitive matters.
• Identify tax-saving opportunities and planning initiatives across clients' personal, business, investment, and estate interests.
• Cook up with attorneys, wealth advisors, consultants, and other third-party professionals when client matters require an integrated approach.
• Identify additional tax, accounting, and advisory services that may benefit clients and support client retention and firm growth.
• Review and, when necessary, prepare complex federal, state, local, and foreign-related tax returns and filings.
• Review individual returns (Form 1040), trust and estate returns (Form 1041), gift-tax returns (Form 709), partnership returns (Form 1065), S corporation returns (Form 1120-S), C corporation returns, nonprofit returns, investment partnerships, management companies, holding companies, and other related entities.
• Review workpapers, trial balances, general ledgers, tax reconciliations, extensions, estimated payments, amended returns, elections, and supporting documentation for accuracy and completeness.
• Ensure compliance with applicable tax laws, filing requirements, firm standards, and internal quality-control procedures.
• Conduct tax research; document, summarize, and review conclusions; and prepare technical memoranda and client communications on complex tax matters.
• Stay current on legislative changes, regulatory developments, court decisions, and emerging federal, state, local, and international tax issues.
• Review and respond to federal, state, and local tax notices and information requests.
• Absorb and respond to tax examinations, audits, appeals, penalty-abatement requests, and collection matters.
• Prepare supporting documentation and recommend appropriate resolution strategies, coordinating with legal counsel or specialty advisors when needed.
• Manage, coach, and mentor senior accountants, staff accountants, interns, and tax preparers.
• Assign work based on technical complexity, deadlines, team capacity, and development needs.
• Review tax returns, workpapers, research, and planning deliverables and provide clear, constructive, and timely feedback.
• Train staff on tax law, firm procedures, software, research, workpaper preparation, client communication, and professional standards.
• Promote technical development, accountability, collaboration, and knowledge-sharing across the team.
• Participate in performance evaluations, recruiting, onboarding, staffing decisions, and succession planning.
• Lead multiple engagements simultaneously and ensure accurate, timely completion of all deliverables.
• Maintain workflow, deadlines, open items, staffing needs, and client expectations; resolve scheduling conflicts and bottlenecks.
• Manage engagement scope, budgets, realization, billing, collections, and changes in service requirements.
• Review client financial statements and accounting records, recommend adjusting entries, and identify accounting issues affecting tax reporting.
• Assist firm leadership with process improvement, quality control, technology adoption, workflow standardization, client retention, and business development.
• Contribute to new-client evaluations, engagement pricing, risk assessment, and the continued development of the firm's tax practice.

Qualifications

• Bachelor's degree in Accounting from an accredited college or university required.
• Active CPA license required; an Enrolled Agent designation may be considered based on experience.
• MST, JD, or LLM in Taxation is preferred.
• Seven or more years of progressive public accounting tax experience, including substantial return-review, client-management, and staff-supervision responsibility.
• Prior experience as a Tax Manager, Tax Supervisor, experienced Tax Senior, or comparable role.
• Extensive experience with individual, partnership, S corporation, C corporation, trust, estate, gift-tax, and investment-partnership returns.
• Strong knowledge of federal, state, local, multistate, multi-entity, and pass-through taxation.
• Demonstrated ability to research complex tax issues, document conclusions, and communicate recommendations clearly.
• Proven leadership skills and the ability to manage multiple priorities, deadlines, and client engagements.
• Excellent interpersonal, written, and verbal communication skills, with strong executive presence and professional judgment.
• High degree of accuracy, discretion, ethics, responsiveness, and commitment to client confidentiality.
• Ability to work in the office a minimum of three days per week and additional hours during tax season and other peak periods.
• Technology proficiency with Microsoft Office, particularly Excel, Word, Outlook, and Adobe Acrobat.
• Experience with professional tax preparation, research, workflow, document-management, and electronic-filing platforms.
• Knowledge of CCH Axcess is preferred; familiarity with CCH, Bloomberg Tax/BNA, RIA Checkpoint, or comparable tax research systems is desirable.
• Experience with QuickBooks or other accounting and general-ledger platforms is preferred.

Pay

The compensation for this position ranges from $175,000.00 - $225,000.00. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills and certifications.