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 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 limited to preparation.
• Prior experience in review or management roles is highly valued.
• Ability to work accurately and efficiently under high volume and pressure.
• Strong attention to detail and proactive problem-solving skills.

Preferred Qualifications

• Experience working with physician clients or similar high-net-worth individuals.
• Demonstrated ability to think strategically and anticipate client needs.

Compensation & Benefits

Details about compensation and benefits are not provided in the job description.

Location

Location details are not specified in the job description.