Tax Manager (CPA)

Tax Manager Responsibilities

• Oversee tax department workflow, deadlines, extensions, review processes, and quality control.
• Manage, supervise, and develop tax associates, seasonal staff, and interns.
• Provide technical guidance to staff on return preparation, tax research, client issues, and compliance matters.
• Guide tax staff on research and analysis related to federal, state, and local tax laws and regulations.
• Monitor tax law changes and communicate relevant updates to leadership, team members, and clients.

Core Tax And Client Responsibilities

• Prepare and review complex individual, business, partnership, corporate, and fiduciary tax returns.
• Advises clients on tax planning strategies and identify tax-saving opportunities.
• Supports clients with entity structure, estimated tax planning, compliance needs, and year-round tax questions.
• Affords assistance with IRS and state notices, and client representation when needed.
• Collaborates with bookkeeping, payroll, and advisory team members to provide integrated client service.

Business Development and Firm Growth

• Represents the firm in a professional and relationship-focused manner.
• Supports firm growth through client referrals, networking, community involvement, and professional relationship building.
• Identifies opportunities to expand client relationships through tax planning, bookkeeping, payroll, and advisory services.
• Participates in business development efforts, client meetings, prospect conversations, and referral partner engagement.
• Helps leadership strengthen the firm's reputation for responsive, high-quality tax and advisory services.