Overview
This role involves managing and reviewing tax engagements for clients while mentoring Staff and Senior Accountants. The Tax Manager acts as a technical advisor, providing advice and research assistance on complex tax questions and supervising multiple engagements simultaneously. There is a clear advancement path to Senior Manager and/or Shareholder roles.
Responsibilities
- Direct large-scale tax consulting engagements for regional clients, including business and individual returns.
- Oversee ad hoc tax planning, research, and consulting projects.
- Schedule appointments with clients and gather information to prepare or arrange preparation of federal, state, and local tax returns.
- Maintain productive working relationships with client personnel and manage service expectations such as reports and schedules.
- Determine fees for engagements with approval from client partner.
- Mentor Staff and Senior Accountants, providing learning opportunities during client engagements.
- Build and maintain relationships with key stakeholders at client organizations to foster long-term partnerships.
Requirements
- Bachelor's Degree in Accounting or related field.
- Licensed CPA (Certified Public Accountant) required.
- Minimum of 5 years of progressive tax consulting experience.
- At least 2 years of experience leading and training Staff and Senior Accountants in public accounting.
- Must be currently authorized to work in the United States without the need for visa sponsorship.
Preferred Qualifications
- Experience managing multiple client engagements simultaneously.
- Strong client management and leadership skills.
Compensation & Benefits
- 10 paid holidays per year.
- Over 3 weeks of paid time off (PTO).
- 30 hours of sick time annually.
- 401(k) plan with employer match.
- Medical, dental, and vision insurance.
- Long-term and short-term disability insurance.
- Accident and hospital insurance.
Location
- United States (authorization to work without sponsorship required).
Additional Information
- This is a new role.
- Applications are accepted on an ongoing basis until the position is filled or closed.
- Equal opportunity employer committed to inclusive hiring practices and reasonable accommodations for individuals with disabilities.