What are the responsibilities and job description for the Tax Manager position at Profit Matters?
Tax Manager
Lead tax strategy. Advise amazing clients. Build the future of our tax team.
At Profit Matters, we help business owners finally understand their numbers. And we're growing fast.
We're looking for a Senior Tax Manager who is both technically sharp and people-focused. Someone who loves tax planning, coaching, reviewing work, solving complex problems, and helping clients feel confident and supported.
This is the perfect role for a tax professional who wants meaningful client relationships, a supportive team, and a leadership seat in a modern, growing firm.
If you're tired of grinding through compliance with no influence… this is your spot.
Why This Role Matters
You will be the tax leader clients turn to for clarity, strategy, and smart planning.
You'll shape how we deliver tax services, guide business owners through critical decisions, mentor our team, and help elevate our firm as we scale.
Your work will directly impact:
- Client outcomes
- Tax strategy and projections
- Internal processes
- Department growth
- Team development
You won't get lost in a giant department. Your voice matters here.
What You'll Do
Tax Expertise
- Prepare and review tax returns (individual business)
- Ensure accuracy, compliance, and proactive tax positions
- Build tax projections and year-end planning scenarios
- Identify savings opportunities and advise clients strategically
Client Leadership
- Run tax planning meetings and explain strategy in simple terms
- Review returns with clients so they fully understand their filings
- Build strong, long-term relationships
- Be approachable, thoughtful, and solution-oriented
Team Development
- Mentor and train accountants on more complex tax topics
- Review staff-prepared returns and provide supportive, actionable feedback
- Contribute to tax processes, checklists, and scalable systems
Internal Impact
- Partner with the bookkeeping and accounting teams
- Help refine workflows so the department grows efficiently
- Keep deadlines on track and projects running smoothly
We'd Love to Meet You If You Are
- A CPA with 7 years of hands-on tax prep and review
- Skilled in planning, projections, and advisory (not just compliance)
- Someone who enjoys mentoring and helping people grow
- Clear, friendly, and confident when talking with clients
- Highly organized and able to manage multiple priorities
- Excited to be part of a collaborative, supportive culture
- Looking for a place where your expertise is valued and your ideas matter
- Able to travel to our office in Dallas, TX during tax season (travel will be paid by company)
What You'll Love About This Role
- A warm, helpful, team-first culture
- Leadership opportunities without bureaucratic layers
- Real work-life balance
- A firm that listens, evolves, and genuinely cares
- The chance to shape the tax function of a growing modern firm
- Clients who appreciate great advice and communication
Benefits
- Unlimited PTO
- Paid Holidays (New Years, Memorial Day, Independence Day, Labor Day, Thanksgiving, Black Friday, Week of Christmas)
- Quarterly Bonus opportunities
- Hybrid Schedule
- Health, Vision, Dental, Life insurance, 401(k)
- 401(k) matching
- Continuing education credits
Job Type: Full-time
Pay: $125, $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Profit sharing
- Relocation assistance
- Vision insurance
- Work from home
Application Question(s):
- Click the link below to complete the PI assessment for your application to be reviewed. Thank you
Nov202521823
Experience:
- Tax accounting: 7 years (Required)
License/Certification:
- CPA (Required)
Work Location: Hybrid remote in Hickory Creek, TX 75065
Salary : $150,000