Tax Manager-Private Client Services

About the role

Are you energized by working in a collaborative environment where critical thinking is valued and rewarded? Do you thrive on building long-term relationships with diverse and dynamic clients? If so, we invite you to explore our Tax Manager opportunity on our Private Client Services team.

Responsibilities

• Manage Tax engagements by planning, scheduling, monitoring and reviewing compliance engagements.
• Delegate tasks to assigned staff, regularly communicate with clients and other Clark Nuber staff, respond to questions, clarify assignments and review work completed.
• Review the work performed by staff including tax returns and work papers to ensure accuracy and compliance with professional and organizational standards, as well as codes and regulations.
• Approve to process returns.
• Serve as technical resource to assigned staff through careful review and feedback on work product(s).
• Research technical issues and communicate results of research to staff or client.
• Provide consulting services to clients to provide business advice related to tax planning and compliance and related areas.
• Serve as a technical resource to assigned staff through careful review and feedback on work product(s).
• Research technical issues and communicate results of research to staff or client.
• Provide consulting services to clients to provide business advice related to tax planning and compliance and related areas.
• Assist clients with all aspects of IRS examinations, appeals and other practices which include researching and analyzing tax issues, writing technical tax memoranda.
• Manage client relationships through active and on-going communication, responding promptly to questions and inquiries, review schedules and timelines and communicate deadlines to clients.
• Participate in activities which support practice development and firm growth strategies and goals.
• Aid in the preparation and presentation of new client proposals, attend networking events, and gather information for potential new clients.
• Participate in administrative duties/initiatives for the Tax department as assigned which support efficiency and compliance with professional standards.
• Present in-house technical training for staff that supports organizational needs.
• Attend CPE courses for required professional development.
• Mentor and support staff assigned to each engagement by providing informal feedback during the engagement and formal, written feedback at the end of the engagement.

Requirements

• Bachelor’s degree in accounting or related field or a combination of education and directly related work experience.
• CPA license or equivalent.
• Experience: 5+ years’ progressively more responsible assignments in public accounting where expertise in taxation and compliance can be demonstrated.
• Demonstrated successful experience as a supervisor or lead.

Qualifications

• Strong people skills and a knack for relationship building are essential.

Skills

• Strong people skills and a knack for relationship building are essential.

Benefits

Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.

Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees—because we value work-life integration. We provide paid parental leave to support you and your family during important life moments.

Professional Growth: We’re committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.

Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

Pay

$119,000 minimum to $164,657 maximum salary range

Schedule

Not specified