Tax Manager

Overview

This role is responsible for overseeing tax compliance, planning, and strategy for clients. The Tax Manager develops and implements tax strategies to minimize liabilities, ensures adherence to evolving tax laws, and provides guidance to both clients and internal teams. The position also mentors and supervises staff and contributes to process improvements to enhance efficiency and service quality.

Responsibilities

• Oversee client engagements, including tax planning, scheduling, and managing IRS/state audits, ensuring compliance and efficiency.
• Serve as the primary point of contact for clients, responding promptly to inquiries and managing tax engagements with proactive communication.
• Develop and maintain strong client relationships by learning each client’s business 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 and apply 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

• Bachelor’s degree in accounting preferred.
• Active CPA licensure required.
• Proficiency with Microsoft Office, with an emphasis on Excel and QuickBooks.
• Requires at least seven (7) years of public accounting experience.
• Previous supervisory experience required.
• 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 wealth management, Identity Protection, and more.
• CPA assistance and completion bonus, access to Becker learning platform, and tuition reimbursement.

*For applicable individual only medical plans.

Location

Located at three offices across the Twin Cities, with flexibility depending on role and location, including in-office, hybrid, and remote work arrangements.