Tax Manager

Position Summary

The Tax Manager provides technical tax expertise, leadership, and client service support within a public accounting environment. This role is responsible for reviewing and preparing complex tax returns, identifying tax planning opportunities, conducting tax research, and mentoring staff. The Tax Manager serves as a trusted advisor to both clients and team members while helping ensure the delivery of high-quality tax and advisory services.

Job Responsibilities

• Review and prepare individual, business, fiduciary, and nonprofit tax returns.
• Research complex tax issues and provide technical guidance to clients and staff.
• Identify tax planning strategies and opportunities to minimize client tax liabilities.
• Communicate tax implications, recommendations, and planning opportunities in a clear and practical manner.
• Serve as a technical resource for tax compliance and advisory matters.
• Mentor, coach, and develop tax staff through training and review feedback.
• Collaborate with firm leadership and team members to resolve client issues and improve service delivery.
• Maintain knowledge of current tax laws, regulations, and industry best practices.
• Support client relationships through responsive service and technical expertise.
• Participate in select attest and assurance engagements based on experience and firm needs.
• Contribute to a collaborative team environment focused on quality, efficiency, and client success.

Job Requirements

• CPA or EA designation required.
• Public accounting tax experience with progressively increasing responsibility.
• Strong knowledge of individual, business, fiduciary, and nonprofit taxation.
• Advanced tax research and technical problem-solving skills.
• Ability to identify tax planning opportunities and communicate recommendations effectively.
• Experience reviewing complex tax returns and workpapers.
• Strong written, verbal, and interpersonal communication skills.
• Ability to mentor, train, and develop staff.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Position Summary

The Tax Manager provides technical tax expertise, leadership, and client service support within a public accounting environment. This role is responsible for reviewing and preparing complex tax returns, identifying tax planning opportunities, conducting tax research, and mentoring staff. The Tax Manager serves as a trusted advisor to both clients and team members while helping ensure the delivery of high-quality tax and advisory services.

Job Responsibilities

• Review and prepare individual, business, fiduciary, and nonprofit tax returns.
• Research complex tax issues and provide technical guidance to clients and staff.
• Identify tax planning strategies and opportunities to minimize client tax liabilities.
• Communicate tax implications, recommendations, and planning opportunities in a clear and practical manner.
• Serve as a technical resource for tax compliance and advisory matters.
• Mentor, coach, and develop tax staff through training and review feedback.
• Collaborate with firm leadership and team members to resolve client issues and improve service delivery.
• Maintain knowledge of current tax laws, regulations, and industry best practices.
• Support client relationships through responsive service and technical expertise.
• Participate in select attest and assurance engagements based on experience and firm needs.
• Contribute to a collaborative team environment focused on quality, efficiency, and client success.

Job Requirements

• CPA or EA designation required.
• Public accounting tax experience with progressively increasing responsibility.
• Strong knowledge of individual, business, fiduciary, and nonprofit taxation.
• Advanced tax research and technical problem-solving skills.
• Ability to identify tax planning opportunities and communicate recommendations effectively.
• Experience reviewing complex tax returns and workpapers.
• Strong written, verbal, and interpersonal communication skills.
• Ability to mentor, train, and develop staff.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.