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 and other team members.
• Oversee preparation and final review of all tax returns within the pod.
• Develop and mentor Tax Seniors into future Tax Managers.
• Conduct year-round tax planning including S-corp optimization, depreciation and real estate strategy, multi-state nexus, and practice ownership considerations.
• Ensure accuracy and quality in all deliverables, with your name on every reviewed return.

Requirements

• CPA or EA certification (required, no exceptions).
• 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.

Preferred Qualifications

• Detail-oriented and able to work accurately and efficiently under high volume and pressure.
• Strategic thinker who anticipates multiple steps ahead.
• Enjoys solving complex tax problems and managing a challenging workload.
• Self-motivated with the ability to work independently and lead a team.

Additional Information

This is a demanding role with a steep growth curve and a fast-paced environment, especially during tax season. Candidates seeking predictable hours or requiring extensive management may find this position unsuitable. The selection process is rigorous, with few applicants selected, reflecting the high standards expected for this role.