Tax Manager

Overview

This role involves managing a dedicated team pod focused on high-income physician households, handling both business and personal tax returns. The position demands expertise in entity work, retirement design, real estate, multi-state taxation, and practice ownership. It requires managing a high volume of complex returns with a high standard of accuracy and thoroughness.

Responsibilities

• Lead and manage a pod consisting of a Tax Senior who prepares returns for your review.
• Develop and mentor team members to advance into managerial roles.
• Oversee year-round tax planning including S-corp optimization, depreciation and real estate strategy, multi-state nexus, and practice ownership.
• Conduct final reviews on all tax returns and planning work.
• Maintain high accuracy and attention to detail under a demanding workload.

Requirements

• CPA or EA certification is mandatory.
• Minimum of 5 years of experience in tax preparation and planning, preferably with high-income individuals and business owners.
• Proven experience in tax planning, not just preparation; candidates should be prepared to demonstrate this.
• Prior experience in review or management roles is highly valued.

Candidate Profile

• Detail-oriented and accurate with the ability to work quickly under high volume.
• Strategic planner who anticipates multiple steps ahead.
• Skilled reviewer who identifies issues others may miss.
• Energized by managing a large, complex client book and solving challenging problems.
• Comfortable with a steep growth curve and demanding workload; not suitable for those seeking predictable hours or requiring extensive management.

Selection Process

The hiring process is rigorous and selective, designed to identify highly qualified managers. Only a small percentage of applicants are selected.