Tax Manager

Company Overview:

Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois “Best Places to Work” for the past 10 years, we’ve been committed to shaping the workplace around our people – their personal as well as professional needs. If you are passionate about growing your career, join our team!

Job Overview:

The Tax Manager is responsible for managing and reviewing complex tax compliance and consulting engagements while serving as a trusted advisor to clients. This role includes overseeing tax staff, ensuring technical accuracy, improving processes, and contributing to the firm’s growth through client service excellence, practice development, and staff mentoring.

Primary Responsibilities:

Tax Compliance & Advisory

• Manage and review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and other entities
• Research and interpret complex tax issues and provide practical, well-documented recommendations
• Identify tax planning opportunities and proactively advise clients on tax minimization strategies
• Stay current on tax law changes and communicate impacts to clients and internal team members
• Review and oversee extensions, estimates, and other required tax filings

Client Management

• Serve as primary point of contact for assigned clients and maintain strong, long-term relationships
• Communicate clearly with clients regarding tax matters, deadlines, and planning opportunities
• Manage multiple engagements simultaneously while meeting firm and client deadlines
• Assist partners with client presentations, proposals, and ongoing advisory services

Leadership & Team Development

• Supervise, mentor, and develop tax staff and senior associates
• Review staff work for technical accuracy, completeness, and adherence to firm standards
• Provide timely feedback, coaching, and performance evaluations

Required Qualifications:

• Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred)
• Active CPA license (required)
• 6–10 years of public accounting tax experience
• Strong knowledge of federal and state tax regulations
• Experience reviewing complex individual and business tax returns
• Proficiency with tax software (e.g., CCH, UltraTax, ProSystem fx, Lacerte) and Microsoft Excel

Preferred Qualifications:

• Strong knowledge of tax code, compliance and procedures for corporations
• Familiarity with U.S. federal, state and local reporting requirements
• Excellent written and verbal communication skills
• Good at meeting deadlines and solving problems
• Exceptional client service along with the ability to develop excellent client relationships
• Strong leadership and interpersonal skills
• Analytical skills with detail orientation
• Ability to work independently and with a team

What We Offer:

• Competitive compensation and performance-based bonuses
• Medical, dental, and vision insurance
• Retirement plan with employer contribution
• Paid time off and paid holidays
• Flexible/hybrid work environment (position-dependent)
• Continuing professional education (CPE) and CPA support
• Clear path for career advancement and leadership opportunities
• Collaborative and supportive firm culture

Equal Opportunity Employer:

Weiss & Company LLP is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.