What are the responsibilities and job description for the Tax Manager position at Haefele Flanagan?
Description
Tax Manager
Location: Maple Shade, NJ
Employment Type: Full-Time
Firm Type: Privately Owned, Mid-Sized CPA & Advisory Firm
Why HFCO?
HFCO is a privately owned, mid-sized CPA and advisory firm where talented professionals are trusted to do meaningful work, build real client relationships, and grow their careers.
We value innovation, accountability, and individuality, and we believe great client service starts with taking great care of our people. If you’re looking for a tax leadership role with meaningful influence, autonomy, and room to grow, we’d love to meet you.
The Opportunity
We are looking for a Tax Manager that has varied experience such as family-owned businesses, high net worth individuals, trusts, and estates.
As Tax Manager, you’ll play a key role within our tax practice—overseeing complex tax engagements, serving as a trusted advisor to clients, and mentoring the next generation of tax professionals. You’ll manage engagements from start to finish, collaborate closely with partners, and help shape how we deliver tax services across the firm.
This role is ideal for a seasoned tax professional who enjoys both technical depth and people leadership.
Requirements
What You’ll Do
Client Engagement & Advisory
Work-Life Balance That’s Real
If you’re looking for a Tax Manager role where your expertise, leadership, and ideas truly matter, we invite you to join HFCO. Help us continue building a firm that values relationships and is committed to delivering outstanding results.
Tax Manager
Location: Maple Shade, NJ
Employment Type: Full-Time
Firm Type: Privately Owned, Mid-Sized CPA & Advisory Firm
Why HFCO?
HFCO is a privately owned, mid-sized CPA and advisory firm where talented professionals are trusted to do meaningful work, build real client relationships, and grow their careers.
We value innovation, accountability, and individuality, and we believe great client service starts with taking great care of our people. If you’re looking for a tax leadership role with meaningful influence, autonomy, and room to grow, we’d love to meet you.
The Opportunity
We are looking for a Tax Manager that has varied experience such as family-owned businesses, high net worth individuals, trusts, and estates.
As Tax Manager, you’ll play a key role within our tax practice—overseeing complex tax engagements, serving as a trusted advisor to clients, and mentoring the next generation of tax professionals. You’ll manage engagements from start to finish, collaborate closely with partners, and help shape how we deliver tax services across the firm.
This role is ideal for a seasoned tax professional who enjoys both technical depth and people leadership.
Requirements
What You’ll Do
Client Engagement & Advisory
- Serve as the primary point of contact for tax clients, managing engagements from planning through completion
- Build and maintain strong client relationships through proactive communication and timely follow-up
- Understand client goals and provide practical, well-reasoned tax and business solutions
- Communicate complex tax matters clearly to clients and internal teams
- Review individual, corporate, partnership, and fiduciary tax returns for technical accuracy and completeness
- Advise family-owned businesses and high net worth individuals
- Interpret and apply tax laws, regulations, and professional standards to client situations
- Stay current on emerging tax developments and translate technical guidance into client-ready advice
- Apply technical expertise to achieve the best attainable outcome, while maintaining full compliance
- Supervise, mentor, and develop tax seniors, staff, and interns
- Train team members on proper workpaper documentation, return preparation, and efficient work organization
- Provide timely, constructive, and actionable feedback
- Delegate work effectively while maintaining quality and accountability
- Set clear expectations and model strong leadership behaviors
- Manage multiple engagements simultaneously with minimal supervision
- Coordinate workflow, deadlines, and resources to ensure timely, accurate delivery
- Monitor engagement budgets and hours; communicate billing and status updates to partners
- Follow firm procedures and tools to promote quality, consistency, and efficiency
- Act as an ambassador of the firm through networking, community involvement, and relationship building
- Participate in niche development, strategic initiatives, and process improvements
- Promote the firm’s service standards, culture, and long-term vision
- Education: Bachelor’s degree or higher in Accounting, Finance, or related field
- Credentials: CPA license required
- Experience: 6 years of public accounting experience with 2 years in a management capacity
- Leadership: Demonstrated ability to lead, mentor, and develop teams
- Technology: Comfortable with tax software and Microsoft Office; openness to AI and emerging tools preferred; CCH Axcess experience a plus
- Communication: Strong interpersonal skills with the ability to translate complex issues into practical guidance
Work-Life Balance That’s Real
- Flexibility for hybrid work environment
- Generous PTO and paid holidays
- Office Closed Fridays (Memorial Day–Labor Day)
- Casual dress, open communication, and mutual respect
- EOS® framework for clarity, accountability, and values alignment
- A leadership team that listens and invests in your growth
- Competitive salary plus performance-based bonuses
- Health, dental, and vision insurance
- 401(k) with 50% match up to 10%
- Tuition and professional dues reimbursement
- Monthly cell phone stipend
- Wellness initiatives, volunteer opportunities, and team-building events
If you’re looking for a Tax Manager role where your expertise, leadership, and ideas truly matter, we invite you to join HFCO. Help us continue building a firm that values relationships and is committed to delivering outstanding results.