Tax Manager / Tax accountant

Position: Tax Manager / Tax Advisory & Compliance

Employment Type: Full-time

Work Arrangement: In-person, with part-time work-from-home flexibility

Schedule: 40+ hours per week, with overtime required during peak periods and tax season

Position Overview:

The role focuses on leading tax advisory and compliance engagements, managing client relationships, and directing team resources to provide accurate, timely, and practical tax solutions. The successful candidate will work closely with individuals and business owners, oversee complex tax engagements, delegate assignments, develop staff, and provide strategic tax guidance.

Key Responsibilities:

• Serve as a primary tax advisor to individuals and closely held business owners.
• Provide guidance on entity structure, estimated taxes, transactions, cash flow, and other tax-sensitive business decisions.
• Prepare and review complex individual, corporate, partnership, and other tax returns.
• Identify tax issues, opportunities, and recommendations for clients.
• Delegate and monitor engagement assignments while ensuring deadlines and quality standards are met.
• Review team members’ work and provide coaching and feedback.
• Lead client meetings and clearly communicate tax strategies, risks, recommendations, and deadlines.
• Coordinate with accounting and advisory teams as needed.
• Develop long-term client relationships and contribute to business development activities.

Required Qualifications:

• Active CPA license required.
• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• At least 5 years of public accounting experience with increasing responsibility in tax compliance, tax advisory, and client management.
• Strong federal and state tax knowledge.
• Experience advising closely held businesses and individual clients.
• Excellent analytical, problem-solving, communication, and client-management skills.
• Proficiency with professional tax, workflow, document-management, and Microsoft Office applications.
• Experience with UltraTax or similar tax software is preferred.
• Commitment to continuing professional education and staying current with tax laws and regulations.

Benefits Include:

• Health, dental, and vision insurance
• Health Savings Account (HSA)
• 401(k) with company matching
• Life and long-term disability insurance
• Paid time off and company-paid holidays
• Work-from-home flexibility
• Competitive compensation

If this opportunity is of interest, please share your updated resume and availability for a brief 5–10 minute call so I can provide additional details and discuss the position with you.

I look forward to hearing from you