What are the responsibilities and job description for the Tax Manager position at Valley Tax Advisors, LLC?
Step Into a Strategic Role at a Firm That's Redefining Tax Advisory
At Valley Tax Advisors (VTA), we aren't just preparing tax returns we're building long-term partnerships, modernizing back-office systems, and delivering year-round financial clarity to the clients who drive our region forward. As a Tax Manager, you'll join a firm that's small by design and built to deliver big impact.
You'll work directly with our foundera veteran CPA with 40 years of insightand lead a team that thrives on collaboration, innovation, and care. If you're tired of siloed work or rigid hierarchy, this is your chance to do more than manage. It's your opportunity to shape how tax advisory should look in the 21st century.
What Makes VTA Different
People First, Always. We lead with empathy toward our clients, our community, and most importantly, our team. Whether it's embracing a flexible hybrid schedule or making time for professional development, we support the full picture of your career and your life.
A Boutique Firm with Big Tools. Our in-house innovations like SmartLedger and the MyVTA client portal are designed to make workflows smarter, not harder. You'll be joining a paperless, tech-forward firm that prioritizes proactive planning over reactive scrambling.
Direct Impact, Zero Bureaucracy. Ideas don't get stuck in red tape. You'll have a seat at the table to shape strategy, improve processes, and implement client-focused solutions.
Your Day-to-Day
As our Tax Manager, you'll review and sign off on tax returns for individuals and businesses (and prepare a few complex ones), lead meaningful tax planning conversations before year-end, supervise and coach the tax team, manage workloads and scheduling, and improve review workflows. You'll also represent clients in IRS correspondence and examination scenarios, streamline digital files, and contribute to process innovation. Additionally, you'll participate in performance reviews, mentoring, and firm-wide growth initiatives.
What You Bring To The Table
Health Benefits: 100% firm-paid medical, dental, and vision insurance for employees, and 50% covered for dependents. AFLAC optional coverage is also available.
Financial Perks: SIMPLE IRA with firm matching, plus company-paid CPE, webinars, and conferences.
Time & Tools: PTO, vacation, and full holiday observances. Firm-provided tech supports hybrid work flexibility during the May - December timeframe.
Step Into a Leadership Role That Shapes the Future of Our Firm
At Valley Tax Advisors, you won't just review returnsyou'll lead a high-performing team, shape firm-wide processes, and work side by side with firm leadership to drive long-term value for our clients. This is a career opportunity for someone who's ready to make strategic decisions, mentor others, and have a visible impact on a growing, forward-thinking practice.
At Valley Tax Advisors (VTA), we aren't just preparing tax returns we're building long-term partnerships, modernizing back-office systems, and delivering year-round financial clarity to the clients who drive our region forward. As a Tax Manager, you'll join a firm that's small by design and built to deliver big impact.
You'll work directly with our foundera veteran CPA with 40 years of insightand lead a team that thrives on collaboration, innovation, and care. If you're tired of siloed work or rigid hierarchy, this is your chance to do more than manage. It's your opportunity to shape how tax advisory should look in the 21st century.
What Makes VTA Different
People First, Always. We lead with empathy toward our clients, our community, and most importantly, our team. Whether it's embracing a flexible hybrid schedule or making time for professional development, we support the full picture of your career and your life.
A Boutique Firm with Big Tools. Our in-house innovations like SmartLedger and the MyVTA client portal are designed to make workflows smarter, not harder. You'll be joining a paperless, tech-forward firm that prioritizes proactive planning over reactive scrambling.
Direct Impact, Zero Bureaucracy. Ideas don't get stuck in red tape. You'll have a seat at the table to shape strategy, improve processes, and implement client-focused solutions.
Your Day-to-Day
As our Tax Manager, you'll review and sign off on tax returns for individuals and businesses (and prepare a few complex ones), lead meaningful tax planning conversations before year-end, supervise and coach the tax team, manage workloads and scheduling, and improve review workflows. You'll also represent clients in IRS correspondence and examination scenarios, streamline digital files, and contribute to process innovation. Additionally, you'll participate in performance reviews, mentoring, and firm-wide growth initiatives.
What You Bring To The Table
- CPA or EA credential
- Bachelor's degree in accounting or related field; advanced education a plus
- Strong tax research, communication, and deadline management skills
- Confidence using modern accounting and tax software systems
Health Benefits: 100% firm-paid medical, dental, and vision insurance for employees, and 50% covered for dependents. AFLAC optional coverage is also available.
Financial Perks: SIMPLE IRA with firm matching, plus company-paid CPE, webinars, and conferences.
Time & Tools: PTO, vacation, and full holiday observances. Firm-provided tech supports hybrid work flexibility during the May - December timeframe.
Step Into a Leadership Role That Shapes the Future of Our Firm
At Valley Tax Advisors, you won't just review returnsyou'll lead a high-performing team, shape firm-wide processes, and work side by side with firm leadership to drive long-term value for our clients. This is a career opportunity for someone who's ready to make strategic decisions, mentor others, and have a visible impact on a growing, forward-thinking practice.
Salary : $125,000 - $180,000