Tax Strategy Manager

Job Description - Tax Strategy Manager

Location: Bountiful, UT (Hybrid; On-site required during initial 6 month period; hybrid thereafter)

Department: Tax Strategy / Advisory

Employment Type: Full-Time

Salary: $100,000 – $120,000 base salary (Depending on experience); additional performance-based incentives tied to revenue growth, production, and client impact (details shared during interview process)

About Bement Advisors

Bement Advisors, LLC (DBA Bement & Company) is a member firm of The Franklin Alliance, a national network of forward-thinking accounting and advisory firms. We specialize in high-impact financial, tax, and accounting services for business owners, entrepreneurs, and high-net-worth individuals.

Our mission is to empower clients through innovative accounting and advisory solutions, while fostering a collaborative, growth-oriented culture. Our core values include Integrity, Excellence, Client Focus, Collaboration, and Innovation — guide every decision we make and every service we deliver.

Position Summary

We are seeking a Tax Strategy Manager to play a critical role at the intersection of tax compliance, tax strategy, and client advisory. This role is designed for a technically strong CPA who is also a strong communicator, enjoys working directly with clients, and is excited about helping build and scale a differentiated tax strategy offering.

The Tax Strategy Manager will initially spend a significant portion of time preparing and reviewing complex tax returns (particularly during tax season) while progressively expanding into tax planning, strategy, and advisory work. Over time, this role is intended to develop into a senior advisory position with ownership over strategy clients, revenue, and client relationships.

This is an ideal role for a “people person CPA” who wants more than a traditional compliance-only career path.

Key Responsibilities

Tax Preparation & Review

Prepare and review federal and state tax returns for individuals and closely held businesses, including:

S-Corporations

Partnerships

Complex individual (Form 1040) returns

Serve as a trusted reviewer during tax season, signing off on returns and exercising professional judgment.

Collaborate with tax staff and seniors to ensure accuracy, efficiency, and consistent quality.

Identify tax planning opportunities during return preparation and flag them for follow-up strategy discussions.

Tax Strategy & Advisory

Participate in tax strategy and advisory engagements, including proactive planning, entity structuring, and multi-year tax optimization.

Attend and progressively lead strategy and advisory calls with clients.

Translate complex tax concepts into clear, actionable guidance for clients.

Support the development and delivery of Bement’s tax strategy offerings (e.g., Personal CFO / Tax Strategy services).

Client Relationship & Sales Support

Act as a client-facing advisor who builds trust and long-term relationships.

Support consultative sales conversations by helping prospects understand value, opportunities, and next steps.

Identify opportunities to expand client relationships across tax, accounting, and advisory services.

Contribute to client retention by delivering high-quality advice and a strong client experience.

Collaboration & Firm Building

Work closely with Partners, Accounting Managers, and Tax Leadership to refine service offerings and workflows.

Provide feedback to improve processes, pricing, and service delivery as the firm evolves.

Help train and mentor junior tax team members over time.

Embrace an entrepreneurial mindset, this role will help shape how the strategy function grows.

Time Allocation (Typical)

Tax Season (Feb–Apr, Sept-Oct): Majority of time focused on tax preparation and review, with select strategy engagements

Remainder of Year: Increasing emphasis on tax planning, advisory, strategy calls, and client development

Qualifications

Required

Active CPA license

3–5 years of tax preparation and review experience

Strong experience with S-Corps, partnerships, and individual returns

Comfort signing off on returns and exercising professional judgment

Excellent verbal and written communication skills

Client-facing mindset; enjoys working directly with people

Preferred / Bonus:

CFP designation (or interest in pursuing)

Prior exposure to tax planning, advisory, or consulting work

Sales or consultative selling experience

Experience working with entrepreneurial or high-net-worth clients

Ideal Candidate Profile

Technically strong CPA who wants to grow beyond pure compliance

Curious, coachable, and excited to help build something new

Comfortable with ambiguity and growth-stage environments

Values relationships and enjoys explaining complex topics simply

Motivated by impact, ownership, and long-term career growth

Growth Path

This role is intentionally designed with a clear growth trajectory. As the Tax Strategy Manager demonstrates technical excellence, client impact, and advisory capability, there is a defined path toward senior strategy leadership with:

Increased ownership of client relationships

Expanded advisory responsibilities

Meaningful upside tied to firm and revenue growth

Why Bement & Company

Opportunity to help build a modern advisory-led CPA firm

Exposure to tax strategy, advisory, and firm-building, not just compliance

Collaborative, entrepreneurial culture

Clear growth path with real responsibility and upside

What We Offer

Competitive base salary and performance-based bonus opportunities

Health, dental, and vision insurance

401(k) plan with employer contribution

Paid time off and firm-recognized holidays

Continuing education, licensing support, and professional development

Collaborative and innovative team culture focused on excellence and growth

To Apply

Please submit your resume and a brief cover letter outlining your experience and interest in this role to charla@bementcompany.com.