Associate Tax Manager

Overview

The organization is seeking an Associate Tax Manager (experienced CPA or Enrolled Agent) to support a growing tax offering. In this role, you will prepare and review returns, partner with wealth advisors, and deliver tax strategies that support clients’ broader financial goals.

Responsibilities

• Contribute technical expertise to the tax team by supporting collaborative problem-solving and sharing insights across engagements
• Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
• Build strong client relationships by providing reliable tax advice and serving as a consistent point of contact for planning and compliance needs
• Review and sign tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
• Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
• Support process improvements by identifying efficiencies and contributing to the adoption of new tools and workflows
• Communicate clearly and effectively through client emails, technical memos, and planning documents
• Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding

Requirements

• Active CPA or EA license is required
• At least 5 years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships)
• Ability to work and deliver the quality product under tight timeframes
• Excellent communication skills; strong team player
• Strong analytical skills
• Proficiency in Microsoft Office
• Experience in tax software

Preferred Qualifications

• Master’s Degree in Taxation or MBA

Compensation & Benefits

• Base salary range: $65,000 - $105,000 plus a competitive performance-based bonus
• Base salary depends on skill set, years and depth of experience, certifications, and location, and may differ significantly due to geography and cost of labor considerations
• Benefits for full-time roles may include:
  • Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
  • Mental health benefits for employees and their families
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
  • 401(k) savings plan with company contribution (up to 5%)
  • Paid parental leave to support birth, adoption, and fostering
  • Health Savings and Flexible Spending Account options
  • Employee Assistance Program (EAP), LifeLock, and pet insurance
  • Paid caregiver leave
  • Additional voluntary benefits (including EAP and identity theft protection)

Location

Not specified in the provided description.