What are the responsibilities and job description for the Tax Manager / Senior Tax Manager (Partner Track) position at Valley Tax Advisors, LLC?
Tax Manager / Senior Tax Manager
Fast Track to Partnership & Future Firm Ownership
Valley Tax Advisors | Bethlehem, PA | Hybrid / Flexible Schedule
Some tax roles are built around production. This one is built around ownership.
Valley Tax Advisors is looking for a Tax Manager or Senior Tax Manager who wants more than
another busy season, another book of returns, or another title with no real path forward. This is
an opportunity for an experienced tax professional to step into a respected Lehigh Valley firm,
serve a strong client base, and move quickly toward partnership, firm leadership, and
potentially future ownership.
VTA has built its reputation as a trusted advisor to Lehigh Valley businesses, with a focus on
proactive service, tax planning, accounting, consulting, and helping clients make better financial
decisions throughout the yearnot just at filing deadlines. The firm describes its work as rooted
in uncompromising commitment to excellence and proactive services for the local business
community.
This is the right seat for someone who enjoys technical tax work, client relationships, and
strategic advisory workand who wants a clear path to help lead the firm.
Why This Role Is Different
At many firms, path to partner means waiting years for someone else to decide you are ready.
At Valley Tax Advisors, the opportunity is more direct. For the right person, this role can become
a very quick path to partnership and a meaningful leadership position in the firm's future. You
will have the chance to build trust with clients, influence firm strategy, mentor others, and take
on increasing responsibility with a real ownership opportunity behind it.
This is not a role for someone who only wants to review returns from behind a screen. It is for
someone who wants to become a key advisor to business owners, individuals, and families who
rely on VTA for guidance, clarity, and confidence.
VTA's tax approach emphasizes planning, transparency, and helping clients avoid surprises at
tax filing deadlinesstaying in touch throughout the year and anticipating issues before they
become problems.
About Valley Tax Advisors
Valley Tax Advisors is a Bethlehem-based firm serving individuals, businesses, estates and
trusts, nonprofits, and other clients with tax preparation, tax planning, bookkeeping, payroll,
accounting, and advisory services.
The firm is proud to be a longstanding partner in the Lehigh Valley community and positions
itself as a trusted advisor to local businesses. VTA also emphasizes innovation and technology,
bringing advanced accounting and advisory services to the region.
Through tools and services such as SmartLedger, VTA helps business clients gain real-time
clarity, strengthen liquidity, stay tax-ready, and make better strategic decisions.
What You'll Do
As Tax Manager / Senior Tax Manager, you will play a central role in serving clients and helping
Lead The Firm's Tax Practice. You Will
Manage and review individual, business, estate, trust, and nonprofit tax engagements
Lead proactive tax planning conversations with clients
Serve as a trusted advisor to business owners and high-value clients
Identify planning opportunities and help clients make better financial decisions
Review complex returns and support the preparation team
Develop client relationships that go beyond annual compliance
Mentor and support staff, helping build a strong internal team
Work directly with firm leadership on practice growth, client service, and long-term
succession
Take on increasing leadership responsibility with a path toward partnership and
ownership
What Makes Someone Successful Here
The right person is technically strong, but equally comfortable building relationships. You
understand that great tax work is not just about getting returns filedit is about helping clients
see around corners, avoid surprises, and make confident decisions.
You may be a strong Tax Manager who is ready for a bigger seat, or a Senior Tax Manager who
has realized that your current firm may not offer the ownership path you were promised.
You Should Be Someone Who
Has strong public accounting tax experience
Enjoys advising business owners and individuals
Can review complex tax work with accuracy and judgment
Communicates clearly with clients and team members
Wants a meaningful leadership role, not just another title
Values flexibility but takes ownership of client outcomes
Is interested in partnership, succession, and long-term firm leadership
Flexibility & Lifestyle
Valley Tax Advisors understands that excellent client service and a sustainable life can coexist.
This role offers a hybrid schedule, with at least 23 days per week in the office depending on
client needs, team rhythms, and the season. The firm offers a high degree of flexibility as long
as clients are well cared for and work is handled responsibly.
This is a strong fit for someone who wants the professional upside of leadership and ownership
without sacrificing the ability to manage life outside of work.
Why Join Now
This is a rare opportunity to join a respected local firm at a pivotal moment.
You will not just inherit a job description. You will have the chance to step into a future-facing
role where your judgment, client presence, and leadership can shape what the firm becomes
next.
For the right person, this is a chance to move from employee to partner, from manager to owner,
and from technical expert to trusted leader.
Fast Track to Partnership & Future Firm Ownership
Valley Tax Advisors | Bethlehem, PA | Hybrid / Flexible Schedule
Some tax roles are built around production. This one is built around ownership.
Valley Tax Advisors is looking for a Tax Manager or Senior Tax Manager who wants more than
another busy season, another book of returns, or another title with no real path forward. This is
an opportunity for an experienced tax professional to step into a respected Lehigh Valley firm,
serve a strong client base, and move quickly toward partnership, firm leadership, and
potentially future ownership.
VTA has built its reputation as a trusted advisor to Lehigh Valley businesses, with a focus on
proactive service, tax planning, accounting, consulting, and helping clients make better financial
decisions throughout the yearnot just at filing deadlines. The firm describes its work as rooted
in uncompromising commitment to excellence and proactive services for the local business
community.
This is the right seat for someone who enjoys technical tax work, client relationships, and
strategic advisory workand who wants a clear path to help lead the firm.
Why This Role Is Different
At many firms, path to partner means waiting years for someone else to decide you are ready.
At Valley Tax Advisors, the opportunity is more direct. For the right person, this role can become
a very quick path to partnership and a meaningful leadership position in the firm's future. You
will have the chance to build trust with clients, influence firm strategy, mentor others, and take
on increasing responsibility with a real ownership opportunity behind it.
This is not a role for someone who only wants to review returns from behind a screen. It is for
someone who wants to become a key advisor to business owners, individuals, and families who
rely on VTA for guidance, clarity, and confidence.
VTA's tax approach emphasizes planning, transparency, and helping clients avoid surprises at
tax filing deadlinesstaying in touch throughout the year and anticipating issues before they
become problems.
About Valley Tax Advisors
Valley Tax Advisors is a Bethlehem-based firm serving individuals, businesses, estates and
trusts, nonprofits, and other clients with tax preparation, tax planning, bookkeeping, payroll,
accounting, and advisory services.
The firm is proud to be a longstanding partner in the Lehigh Valley community and positions
itself as a trusted advisor to local businesses. VTA also emphasizes innovation and technology,
bringing advanced accounting and advisory services to the region.
Through tools and services such as SmartLedger, VTA helps business clients gain real-time
clarity, strengthen liquidity, stay tax-ready, and make better strategic decisions.
What You'll Do
As Tax Manager / Senior Tax Manager, you will play a central role in serving clients and helping
Lead The Firm's Tax Practice. You Will
Manage and review individual, business, estate, trust, and nonprofit tax engagements
Lead proactive tax planning conversations with clients
Serve as a trusted advisor to business owners and high-value clients
Identify planning opportunities and help clients make better financial decisions
Review complex returns and support the preparation team
Develop client relationships that go beyond annual compliance
Mentor and support staff, helping build a strong internal team
Work directly with firm leadership on practice growth, client service, and long-term
succession
Take on increasing leadership responsibility with a path toward partnership and
ownership
What Makes Someone Successful Here
The right person is technically strong, but equally comfortable building relationships. You
understand that great tax work is not just about getting returns filedit is about helping clients
see around corners, avoid surprises, and make confident decisions.
You may be a strong Tax Manager who is ready for a bigger seat, or a Senior Tax Manager who
has realized that your current firm may not offer the ownership path you were promised.
You Should Be Someone Who
Has strong public accounting tax experience
Enjoys advising business owners and individuals
Can review complex tax work with accuracy and judgment
Communicates clearly with clients and team members
Wants a meaningful leadership role, not just another title
Values flexibility but takes ownership of client outcomes
Is interested in partnership, succession, and long-term firm leadership
Flexibility & Lifestyle
Valley Tax Advisors understands that excellent client service and a sustainable life can coexist.
This role offers a hybrid schedule, with at least 23 days per week in the office depending on
client needs, team rhythms, and the season. The firm offers a high degree of flexibility as long
as clients are well cared for and work is handled responsibly.
This is a strong fit for someone who wants the professional upside of leadership and ownership
without sacrificing the ability to manage life outside of work.
Why Join Now
This is a rare opportunity to join a respected local firm at a pivotal moment.
You will not just inherit a job description. You will have the chance to step into a future-facing
role where your judgment, client presence, and leadership can shape what the firm becomes
next.
For the right person, this is a chance to move from employee to partner, from manager to owner,
and from technical expert to trusted leader.
Salary : $120,000 - $180,000