Tax Manager 1040

Tax Manager – 1040

Overview

Join a nationally recognized public accounting and business advisory firm that delivers sophisticated tax, consulting, and wealth advisory services to high-net-worth individuals, families, entrepreneurs, and closely held businesses. This role is ideal for an experienced tax professional who enjoys building long-term client relationships, providing strategic tax planning, and serving as a trusted advisor on complex personal and business tax matters.

As a Tax Manager, you'll lead client engagements, oversee tax compliance and consulting projects, mentor developing professionals, and collaborate with specialists across multiple practice areas to deliver comprehensive solutions. This hybrid opportunity offers the flexibility, professional growth, and collaborative culture that allows you to build a rewarding long-term career.

Responsibilities

Tax & Advisory

• Review complex individual (Form 1040), fiduciary (Form 1041), and closely held business tax returns.
• Provide proactive tax planning and consulting services for high-net-worth individuals, families, entrepreneurs, and business owners.
• Advise clients on wealth planning strategies, business succession, family legacy planning, investment considerations, and personal financial matters.
• Research and analyze complex federal and state tax issues and develop practical planning recommendations.
• Monitor changes in tax legislation and communicate planning opportunities to clients.

Client Relationship Management

• Build and maintain trusted relationships with a diverse portfolio of private clients.
• Lead client meetings focused on tax planning, compliance, and strategic advisory services.
• Collaborate with professionals across tax, audit, consulting, business advisory, and wealth management to deliver integrated client solutions.
• Identify opportunities to expand existing client relationships through additional firm services.
• Assist with business development activities and support firm growth initiatives.

Engagement Management

• Manage multiple tax engagements while ensuring quality, profitability, and timely delivery.
• Oversee engagement planning, staffing, workflow, budgeting, and billing.
• Review engagement profitability and monitor monthly billing performance.
• Ensure client work complies with firm quality standards and professional requirements.

Leadership & Team Development

• Review work prepared by Senior Associates and Staff Accountants.
• Provide technical guidance, coaching, mentoring, and career development to engagement teams.
• Foster collaboration, accountability, and continuous professional growth.
• Participate in firm initiatives related to technical excellence, innovation, process improvement, and culture.

Qualifications

Required

• CPA, J.D., LL.M., or Master's degree in Taxation.
• Five or more years of progressive public accounting experience.
• Extensive experience preparing and reviewing complex individual income tax returns (Form 1040).
• Strong tax planning and consulting experience with high-net-worth individuals and closely held businesses.
• Excellent tax research, analytical, and problem-solving skills.
• Strong written and verbal communication abilities.
• Demonstrated leadership and team development experience.
• Proven ability to build and maintain long-term client relationships.

Preferred

• Experience preparing and reviewing fiduciary income tax returns (Form 1041).
• Experience serving multigenerational families, entrepreneurs, and private business owners.
• Business development experience within a public accounting environment.
• Experience managing multiple client engagements and supervising professional staff.

What This Role Offers

• Hybrid work environment with flexibility to work both remotely and in the office.
• Competitive compensation package.
• Medical, dental, and vision insurance beginning on day one.
• More than 20 days of paid time off plus paid holidays.
• Summer Flex Fridays and seasonal office closures.
• 401(k) with profit sharing.
• Paid parental leave, family care leave, and volunteer time.
• CPA exam incentive and continuing education assistance.
• Ongoing coaching, mentoring, leadership development, and technical training.
• Opportunity to work with an established firm that values collaboration, client service excellence, and long-term career growth.

Locations / Work Model

• Hybrid work model.
• Office location determined by firm office assignment.

Equal Opportunity Employer

Spartan Placements recruits on behalf of Equal Opportunity Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.