Tax Manager

Overview

The organization is seeking an experienced Tax Manager to join its growing Tax Department. This is a highly visible, client-facing leadership role responsible for managing tax compliance and advisory engagements for closely held businesses, high-net-worth individuals, and growing middle-market companies.

Key focus areas include federal and state tax technical expertise, client relationship management, oversight of engagement teams, and delivery of thoughtful tax planning strategies. The role also includes oversight of tax return preparation and review, engagement management, and mentoring of tax staff.

Responsibilities

Client Engagement & Technical Tax Leadership

• Prepare and review complex federal and state tax returns, including Forms 1040, 1065, 1120-S, and 1120
• Provide technical guidance on tax compliance and planning matters for business and individual clients
• Research and interpret tax law to address complex tax issues and identify planning opportunities
• Develop tax strategies that help clients optimize tax positions while maintaining compliance
• Ensure accurate and timely preparation and filing of client tax returns through the firm’s tax systems

Client Relationship Management

• Serve as a primary point of contact for assigned tax clients
• Build and maintain trusted relationships with business owners, executives, and individuals
• Participate in client meetings and planning discussions
• Communicate complex tax matters clearly and professionally
• Identify opportunities to expand services and support long-term client relationships

Engagement Management

• Oversee tax engagement planning, scheduling, and workflow management
• Manage engagement teams and delegate responsibilities effectively
• Ensure projects are completed efficiently while maintaining high standards of quality
• Monitor engagement progress and proactively address issues affecting deadlines or deliverables

Staff Development & Leadership

• Mentor and develop tax staff through coaching, training, and ongoing feedback
• Review staff work and provide technical guidance
• Support staff growth through knowledge sharing and professional development
• Participate in performance evaluations and team development initiatives

Firm Engagement & Professional Development

• Stay current on changes in tax laws, regulations, and compliance requirements
• Share technical insights and relevant tax updates with colleagues and clients
• Support firm growth through professional organizations, community involvement, and networking
• Demonstrate and promote the firm’s Mission, Vision, and Values