Tax Professional - Manager

About UsAt Avior, we believe in more than just managing wealth and preparing tax returns; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.Avior Core Values We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values:It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own.We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impact in the lives of others and create positive change in our organization and communities.We Pursue Excellence - We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.We Shape the Future - We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.Position Overview The Tax Manager is a key member of our tax team, responsible for overseeing client engagements, managing the preparation and review of tax returns, and delivering high-quality tax planning and advisory services. This role requires both technical expertise and a proactive approach to client relationship management. As a Tax Manager, you will serve as a primary point of contact for many clients, building trust, identifying planning opportunities, and ensuring timely, responsive service. You’ll also mentor junior team members, contribute to internal initiatives, and help advance our firm’s mission of providing clarity and confidence in a complex tax landscape.Responsibilities Serve as a trusted advisor and relationship manager for assigned clients, ensuring responsive and proactive client experienceManage and review individual and business tax returnsLead tax planning and research efforts for individuals and businessesIdentify opportunities to deepen client relationships through integrated planning and collaboration with other service linesSupervise, coach, and develop junior team membersContribute to internal process improvements, training initiatives, and firm culturePrepare various tax returns and conduct researchReview staff work and provide guidance as neededRepresent clients with IRS, State or local tax compliance issues. Apply knowledge of GAAP and client financial statements to tax preparationIdentify and suggest resolutions for technically advanced tax issuesDeliver concise and accurate work products in written and oral formDemonstrate advanced computer literacy with relevant software programsPerform complex technical research and prepare research memosRetain and apply knowledge from past engagementsDevelop and maintain strong relationships with clients through ongoing communication and exceptional serviceIdentify opportunities to expand services to clientsCultivate new client relationships through referrals and networkingStay current on technical matters through training and self-study1,400 billable hours at 90 % realizationOther duties as assignedKnowledge, Skills & Abilities Bachelor’s degree in accounting or related field or adequate experience in lieuMinimum of five years tax experience CPA or EA certification is typically requiredUnderstands the full structure of a 1040 to include most supporting schedulesUnderstands accounting principles for $25mm revenue or smaller passthrough entitiesSpecializes in several industriesCan make AJEs, RJEs, FJEs, and STJEs based on logic without prior year or supervisionCan set up a tax return in CCH Engagement from scratch and apply automation for the next yearCan teach others moderate tax returns and the procedures to fully prepare a tax returnCan review moderate tax returns and portions of a larger complex projectCan prepare a moderate tax return with no errorsCan manage a full client book while onboarding additional clientsCan have strategic tax conversations with clients Strong knowledge of GAAP and tax regulationsStrong understanding of tax regulations at the federal, state and local levelsExcellent written and verbal communication skillsProficient in relevant software programsStrong attention to detail and analytical skillsAbility to work overtime as neededAbility to work effectively in a team environmentDesire to always be learning and contributingNote: This job description is subject to change and may be modified as per the organization's requirements. Please see evaluation rubric for additional guidance on expectations.Your Well-Being MattersIn addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being:401k and 401k Matching: Plan for your future with our retirement savings options.Dental Insurance: Maintain your oral health with coverage for a range of dental services.Vision Insurance: Ensure clear sight on your path to success with our vision coverage.Health Insurance: Take care of your physical well-being with our health insurance offerings.Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.Flexible Savings Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses.Life Insurance: Provide financial security for your loved ones with our life insurance benefits.Disability Insurance: Safeguard your financial future in the face of the unexpected.Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.Flexible Paid Time Off: We recognize the importance of work-life balance, and our flexible PTO policy reflects our commitment to your overall happiness.Work EnvironmentFull-timeIn-person, with work flexibility to work from home one-two days per week during non-peak seasonsOffice hours Monday – Friday 8:00 am – 4:30 pm

Salary : $121,400 - $159,100