Tax Advisory Manager

Overview

This full-time Tax Advisory Manager role is designed for an experienced tax professional who wants to shift from repetitive compliance work to proactive, relationship-driven tax planning that helps clients save money. The position involves owning a client portfolio, leading planning conversations, and delivering 10–15 customized tax plans per month with ongoing quarterly planning.

Responsibilities

Tax Planning & Advisory

• Lead initial tax planning consultations and independently identify opportunities for tax savings.
• Design and deliver 10–15 customized tax plans per month for business-owner clients.
• Advise on entity structure, tax elections, compensation strategies, deductions, and long-term tax optimization.
• Translate complex tax strategies, risks, and tradeoffs into clear, actionable recommendations.

Client Relationships & Ongoing Planning

• Own an assigned portfolio of tax planning clients and serve as their primary planning advisor.
• Conduct quarterly planning meetings to review results, identify new opportunities, and adapt strategies as businesses evolve.
• Build trusted relationships through proactive communication, responsiveness, and exceptional service.
• Help clients move from understanding their tax situation to taking action on their strategy.

Technical Execution & Quality

• Review complex individual and business tax returns (1040, 1065, 1125S/1120S, 1120) as needed to support planning recommendations.
• Ensure tax plans are technically sound, compliant, and thoroughly documented.
• Maintain high-quality workpapers and planning documentation in accordance with firm standards.

Collaboration & Continuous Improvement

• Partner with firm leadership on complex, high-risk, or non-routine planning matters.
• Manage multiple client engagements and deadlines while maintaining a high standard of work.
• Contribute ideas to improve tax planning processes, templates, and efficiency.
• Take ownership of outcomes and communicate proactively when challenges arise.

Requirements

• 5+ years of public accounting experience with a strong foundation in tax preparation and planning.
• Demonstrated experience leading tax planning engagements from discovery through delivery.
• Experience advising business owners, ideally with $1M–$10M+ in gross receipts.
• Strong technical knowledge of Forms 1040, 1065, 1120S, and 1120.
• Knowledge of federal and state tax law, entity structuring, and tax elections.
• Excellent communication skills and the ability to explain complex concepts to non-technical clients.
• Highly organized, detail-oriented, and comfortable managing a client portfolio independently.
• Active CPA license required.

Preferred Qualifications

• None specified.

Compensation & Benefits

• Schedule: Full-Time, 40+ hours per week
• Compensation: $120,00–$170,000 based on experience (bonus eligible)
• Health benefits
• 401(k)
• Paid time off and holidays

Location

• Remote in TX, TN, or FL