Manager, Tax

General information

Description & Requirements

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.

 What You Will Do: 

• Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
• Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports. 
• Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards. 
• Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions. 
• Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success. 
• Support client growth and retention through strategic planning and business development. 
• Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition.
• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team. 
• Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements 
• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes. 
• Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities. 
• Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities. 

Minimum Qualifications:

• Bachelor's Degree in Accounting, Taxation or related field
• 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting 
• Proficiency in Microsoft Office Suite
• Ability to work a hybrid schedule, typically averaging three days per week in the assigned office Flexibility to travel up for client engagements and internal meetings. Travel may include overnight stays.

Preferred Qualifications:

• Master’s Degree in related field