Tax Manager

Position Title: Tax Manager

A client-facing tax preparation and planning firm is seeking a proactive and entrepreneurial Tax Manager to support high-net-worth individuals and small business clients with tax preparation, planning, and year-round advisory services. This role involves managing both corporate and individual tax preparation, providing exceptional client service, and contributing to operational efficiency through high-level reporting and strategic oversight. The ideal candidate will thrive in a busy environment and enjoy the challenges of tax season while maintaining strong client relationships. This position offers the opportunity to create a personal book of business within a growing firm that values trust and autonomy among its team members.

Salary Range: $100,000 - $145,000 / Year DOE

Tax Manager Responsibilities

• Manage workflow and assign tax returns to team members
• Provide luxury tax preparation services, guiding clients through the process
• Support tax preparation for corporate and individual clients, particularly those with significant income
• Handle IRS Notices and communicate directly with the IRS
• Focus on year-round tax planning to optimize client outcomes
• Deliver exceptional customer service to assigned clients
• Suggest relevant wealth management services to benefit clients
• Assist with administrative tasks as needed
• Attend meetings to discuss business operations and success
• Prepare high-level reports on client retention and efficiency
• Provide training and mentorship for junior team members
  
  

Tax Manager Requirements

• 4 years of experience as a Tax Manager
• Experience with IRS Notices and direct communication with the IRS
• Experience working with corporate clients and maintaining relationships
• Experience leading and managing team members
• Client-facing experience with a focus on exceptional service and proactive communication
• Must be an enrolled agent or CPA
• Experience in both corporate and individual tax preparation
• Experience in small business tax preparation, including S Corp and C Corp
• Confidence in regular client communication for tax planning and preparation
• Strong common sense and teamwork abilities
• Effective communication and follow-up skills
  
  

Benefits

• 401k with 4% match after one year
• Health, vision, and dental coverage
• Short-term disability with maternity leave options
• Three weeks of PTO, including sick time
  
  

If you are a Tax Manager looking to take the next step in your career, apply now!