Tax Planning Manager

About the role

We are seeking a Tax Planning Manager to own tax plan delivery and compliance oversight for a dedicated set of clients at Accruity. Over the past year, we have stood up our tax division, built our core service offerings, and completed our first full compliance season. Your role will be to deliver against the established planning framework at a consistently high standard.

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

• Reliable, curious, collaborative, and committed to growing.
• Always learning and believing how you show up matters.

Benefits

• High-Growth Opportunity – This isn’t just another tax job. It’s a chance to take a tax division through its highest-growth phase — from a proven v1 foundation to full scale — with a firm that is fast scaling.
• Entrepreneurial Culture – We operate like a startup within the accounting industry, meaning speed, innovation, and execution matter more than bureaucracy.
• Integrated Leadership – You’ll lead tax as part of a coordinated leadership team, aligning the division’s priorities and delivery with the broader organization.
• Remote flexibility. Travel may be required (10–25%) for business events and meetings.
• Opportunity to shape the future of a growing firm.
• Collaborative, values-driven team focused on innovation and client success.

Pay

Base Salary – Commensurate with experience
Discretionary performance bonus

Schedule

Role is based in our South Hills office