What are the responsibilities and job description for the Tax Manager position at Paro?
Location: Hybrid – within commuting distance of our client’s office in the northern suburbs of Philadelphia (Bucks / Montgomery area)
The Opportunity
Our client is a well-established regional CPA firm looking for a hands-on Tax Manager (or strong Senior ready for Manager) who wants a long-term home and a clear path to future leadership/partnership.
You’ll manage a meaningful book of business, mentor staff, and be part of a collaborative team that’s planning for the next generation of firm leadership.
Why You’ll Like It
- True growth path: Real seat at the table; succession planning is active, not theoretical.
- Busy season with guardrails:
- March 1–April 15: target ~55 hrs/week
- Rest of year: mostly 35–45 hrs/week, around 2,100 hrs/year total.
- Hybrid & flexible: Typically 2–3 days/week in-office, with more on-site time during peak season; good flexibility off-peak.
- Support for business development: No hard sales quotas. You’ll get coaching and opportunities (chambers, community events, networking) with guidance from the firm’s marketing director.
- Benefits: Health insurance, PTO, 401(k), and professional development support.
- Hybrid work environment with reasonable, sustainable hours and long-term growth.
What You’ll Do
- Own and grow a tax client portfolio
- Prepare and review complex individual, partnership, corporate, estate & trust returns.
- Build strong year-round client relationships and provide proactive planning.
- Review and coach Seniors/Staff; participate in peer review and team development.
- Engage in light business development: networking, community involvement, and relationship-building with clients, bankers, attorneys, and centers of influence.
Qualifications & Responsibilities
- Experience: Minimum 5 years in public accounting (national, regional, or local firm); current CPA Manager status.
- Expertise: Significant experience with individual, partnership, corporate, estate, and trust tax returns.
- Client Management: Manage client relationships end-to-end, maintaining year-round communication to address evolving needs and offer tailored solutions aligned with objectives.
- Business Development: Actively engage in business development, market the firm professionally, develop proposals for RFPs, and network at industry events.
- Leadership: Train, supervise, and manage staff, including reviewing returns and related workpapers, providing comments, and follow-up.
- Firm Strategy: Provide value to overall firm strategy and operational initiatives.