Tax Manager

Core Responsibilities:

• ·Oversee Daily Operations: Manage the day-to-day functions of the Tax Division, ensuring efficiency, compliance, and consistency in client service delivery.
• Strategic Leadership: Partner with firm leadership to align operational goals with overall business strategy and drive continuous improvement across the division.
• Process Optimization: Develop, implement, and refine workflows, systems, and quality controls to improve productivity, accuracy, and scalability.
• Team Development: Lead, mentor, and coach tax and administrative staff to build a high-performing, engaged, and client-focused team.
• Client Experience Oversight: Ensure a consistent and exceptional client experience through proactive communication, timely service, and quality assurance.
• Financial Management: Manage departmental budgets, forecast resource needs, and monitor key performance indicators to achieve financial and operational targets.
• Cross-Department Collaboration: Work closely with advisory, operations, and compliance teams to ensure cohesive delivery of tax and financial services.
• Compliance & Quality Assurance: Oversee adherence to federal, state, and local tax regulations while maintaining the highest ethical and professional standards.
• Performance Reporting: Prepare and present regular reports on departmental performance, resource utilization, and operational improvements to senior leadership.
• Business Growth Support: Collaborate on business development initiatives by identifying process efficiencies and service enhancements that drive client retention and growth.

Requirements

Job Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree or CPA designation preferred.
• CPA preferred.
• Proficient in tax software and Microsoft Office Suite. CCH experience is required.
• Minimum of 5 years of experience in tax accounting or a related field, with at least 2 years in a leadership role.
• Proven expertise in U.S. federal, state, and local tax regulations and compliance.
• Strong leadership and team management skills with experience in mentoring and developing staff.
• Excellent analytical and problem-solving abilities.
• Strong communication and interpersonal skills.
• Ability to manage multiple projects and deadlines effectively
• Experience in strategic planning and business development.
• Demonstrated ability to build and maintain client relationships.
• High ethical standards and professionalism.
• Ability to work collaboratively in a team-oriented environment.