Tax Manager

Location: Erie, CO | Hybrid | Full-time

Job Summary

We are seeking an experienced Tax Manager to lead tax review, workflow, staff management, client relationships, and office operations. This is a leadership-focused role for someone who can take ownership of a tax practice, manage a team, maintain quality standards, and improve processes through technology and automation.

Key Responsibilities

• Lead day-to-day tax office operations, including workflow, tax-season scheduling, and return quality.
• Review and sign off on tax returns before they are delivered to clients.
• Prepare and/or review 1040, 1120-S, 1065, and multi-state tax returns.
• Manage, hire, train, and develop tax staff.
• Maintain strong relationships with business-owner and high-income individual clients.
• Handle client questions and resolve tax-related issues.
• Manage and grow a book of business through client retention and new business development.
• Establish and improve tax preparation and review processes.
• Identify opportunities to improve efficiency through AI, automation, and tax technology.
• Help evaluate and select technology tools for the tax practice.
• Manage multiple priorities and maintain high-quality work during tax season.
• Support office budgeting, workflow planning, and overall practice performance.
• Lead colleagues and team members in a primarily virtual environment.
• Mentor junior staff and create a collaborative team environment.

Required Qualifications

• Active CPA or EA in good standing.
• Strong tax review experience across:
• Form 1040
• Form 1120-S
• Form 1065
• Multi-state tax returns
• Strong knowledge of professional tax preparation and review processes.
• Experience using ATX, UltraTax, or another professional tax software package.
• Experience managing or supervising tax professionals.
• Strong client relationship and communication skills.
• Ability to take ownership of workflow, quality, deadlines, and client outcomes.
• Strong analytical, organizational, and problem-solving skills.
• Ability to work effectively with a primarily virtual team.
• Willingness to learn and implement new technology and automation tools.

Preferred Qualifications

• Experience managing a book of business.
• Experience in public accounting or a tax/accounting firm.
• Experience serving business owners and high-income individual clients.
• Experience with process improvement and tax technology.
• Strong business development and client retention skills.

Work Environment

• Hybrid position based in Erie, Colorado.
• Three days per week in the Erie office, with flexibility around the schedule.
• Regular collaboration with the local office team and virtual team.
• Leadership responsibilities during the busy tax season.
• Opportunity to take ownership of office operations, staff development, client relationships, and process improvement.