Tax Manager

Job Objective

The Experienced Tax Manager CPA manages tax engagements independently, offering advanced planning and advisory services. With 5+ years of experience, this role requires balancing technical expertise with client relationship management while mentoring junior staff and contributing to firm growth.

Job Responsibilities

• Client Service
• Oversee preparation and/or review of tax returns
• Conduct advanced tax research and planning
• Advise clients on business strategies, budgets, and cash flow projections
• Deliver financial statement presentations
• Practice Development
• Cultivate client relationships and identify new opportunities
• Actively contribute to the firm's visibility and reputation
• Administrative/Practice Management
• Support firm administration and strategic initiatives
• Implement and enhance accounting technology solutions
• Personal Development/Management
• Mentor junior staff
• Maintain professional development through CPE

Education/Training/Experience

• Active CPA license or EA or Equivalent Experience
• 5+ years of experience in public accounting, with emphasis on tax.
• Advanced tax planning and advisory experience.

Qualities/Skills

• Leadership ability and team collaboration skills
• Excellent client communication and presentation skills
• Detail-oriented and accountable