Tax Manager

Overview

This role oversees tax compliance, planning, and strategy for clients while ensuring work aligns with the organization’s policies and financial objectives. The Tax Manager provides technical tax expertise, monitors economic and regulatory trends affecting clients, and develops tax strategies to minimize liabilities. Responsibilities include mentoring and supervising staff and contributing to process improvements.

Responsibilities

• Oversee client engagements, including tax planning, scheduling, and managing IRS/state audits to ensure compliance and efficiency.
• Serve as the primary point of contact for clients, responding promptly to inquiries and managing engagements with proactive communication.
• Develop and maintain strong client relationships, building an understanding of clients’ businesses to identify opportunities for additional services.
• Represent the organization at industry and regional events to strengthen client relationships and support business development.
• Lead tax compliance engagements, ensuring adherence to professional standards, deadlines, and budget expectations.
• Conduct research and provide guidance on complex tax matters, communicating findings to clients and internal teams.
• Stay current with evolving tax laws and industry regulations, applying this knowledge to client engagements.
• Provide training, mentorship, and supervision to staff, supporting professional growth through career coaching and technical expertise.
• Attain industry-specific knowledge through continuous professional education.
• Participate in community and firm-sponsored initiatives to enhance visibility and strengthen professional networks.

Requirements

• Active CPA licensure required.
• Bachelor’s degree in accounting preferred.
• At least seven (7) years of public accounting experience.
• Previous supervisory experience required.
• Proficiency with Microsoft Office, with emphasis on Excel and QuickBooks.
• Applicants must be currently authorized to work in the United States on a full-time basis.

Compensation & Benefits

• 20 days of PTO plus 9 paid holidays.
• Firm-paid medical plans*; HSA and FSA options; Dental; Vision; and “Nice Healthcare.”
• 401(k) with a company safe harbor contribution; access to Boyum Barenscheer Wealth Management; Identity Protection; and more.
• CPA assistance and completion bonus; access to Becker learning platform; tuition reimbursement.

Work Arrangement

Depending on the role and location, in-office, hybrid, and remote work arrangements are available.

Equal Opportunity

The organization is an equal opportunity employer and values diversity in its workforce. Candidates of all backgrounds are encouraged to apply.

*For applicable individuals only medical plans.