Tax Manager – Public Accounting

About the role

This established CPA firm seeks a Tax Manager to oversee client engagements, ensuring accurate and timely tax compliance while identifying planning opportunities. The role balances technical expertise with leadership responsibilities and offers hybrid work (typically 3 days in-office) plus strong exposure to high-net-worth individuals and closely held businesses.

Responsibilities

• Manage a portfolio of individual and business clients as the primary tax contact
• Review complex tax filings, including corporate, partnership, and individual returns
• Ensure all deliverables meet strict filing deadlines throughout the year
• Provide proactive tax planning strategies and communicate recommendations clearly
• Conduct research on nuanced tax issues and apply findings appropriately
• Stay current on evolving tax regulations and ensure compliance across engagements
• Lead, mentor, and develop team members by reviewing work and offering actionable feedback
• Delegate tasks effectively while managing multiple projects simultaneously
• Oversee engagement budgets, billing, and workflow tracking
• Identify process inefficiencies and recommend improvements
• Support client retention and growth by identifying additional service opportunities

Qualifications

• Bachelor’s degree in Accounting or related field
• CPA license preferred or in progress
• 5+ years of experience in public accounting
• Strong experience with pass-through entities and individual taxation

Technical Skills

• Familiarity with tax preparation and workflow management software
• Advanced Excel and data analysis capabilities

Core Competencies

• Strong analytical thinking and attention to detail
• Effective communication skills, both written and verbal
• Ability to manage competing priorities and meet tight deadlines
• Proven leadership and team development abilities

Work Environment

• Hybrid schedule (generally 3 days in-office, 2 remote)
• Increased workload during peak tax seasons
• Ongoing collaboration with clients and internal teams

Competitive compensation: $140,000 – $210,000 per year.