Tax Planning Manager

About the role

The Tax Planning Manager position at Accruity is a high-growth opportunity within a fast-scaling firm. The role involves delivering tax plans and compliance work directly to a dedicated set of clients, managing their engagements accurately and on time, and serving as the technical tax expert on shared client engagements.

Responsibilities

• Client Tax Plan Delivery – Deliver tax plans and compliance work directly to your assigned book of clients, applying Accruity's established planning framework to identify and execute tax-saving strategies.
• Timely Filing Oversight – Own the completion, accuracy, and deadlines of filings for your clients - keeping engagements on schedule through the compliance season and escalating risk early.
• System & Engagement Accuracy – Maintain accurate, well-documented work papers and engagement records in our tax systems, supporting clean handoffs and audit-ready files.
• Tax Subject Matter Expertise – Serve as the technical tax expert on shared client engagements - collaborating with the Insights delivery lead to review deliverables and partnering with account management on complex planning questions.

Requirements

• CPA, EA, or JD in Taxation — required to deliver compliance and advisory services.
• 4+ years of experience in tax compliance, preparation, and advisory work.
• Strong knowledge of real estate and service-based business taxation and entity structuring.
• Proven ability to manage a book of client engagements accurately and on deadline.
• Comfort working inside established systems, SOPs, and a defined planning framework.
• Clear client-facing communication skills and a service-minded approach to relationship management.
• Familiarity with tax technology platforms; comfort adopting AI-driven tooling a plus.

Qualifications

• Passionate about helping clients reduce tax liabilities through advanced strategies.
• Energized by direct client relationships and being the go-to tax expert in the room.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in tax software and tax-related technologies.

Benefits

• Health, dental, and vision insurance.
• 401(k) with matching.
• Professional development opportunities.

Pay

Commensurate with experience.

Schedule

Remote flexibility. Travel may be required (10–25%) for business events and meetings.