Tax Manager
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Overview
Job Description
We are seeking a motivated Tax Manager to join an energetic and collaborative team. This position offers an outstanding opportunity for a professional who values client engagement, excels in problem-solving, and seeks to make a significant contribution within a growing firm. The role is designed for those who wish to advance to Shareholder and is characterized by a strong work ethic, entrepreneurial spirit, and a desire to be a vital team member.
Key Responsibilities
- Manage the review and strategic planning of individual, fiduciary, partnership, and corporate tax returns
- Manage key client relationships and act as a trusted advisor to high-net-worth individuals, real estate entities, and startups
- Guide, mentor, and develop staff and senior accountants, fostering both technical growth and professional confidence
- Perform tax research to ensure optimal treatment for sophisticated client transactions
- Stay up to date on current tax law and accounting developments, bringing insights to both clients and the team
- Collaborate with leadership on billing and firm management initiatives
- Provide business and management advisory services that help clients achieve their long-term goals
Qualifications & Skills
- Bachelor's degree in Accounting or Finance (required)
- Active CPA license (required)
- 5+ years of experience in public accounting (required)
- Experience working with high-net-worth individual clients, real estate, or startup businesses (required)
- Strong, broad-based tax knowledge and analytical skills
- Proven leadership ability and a genuine interest in developing others
- Excellent communication, organization, and relationship-building skills
- Proficiency in Microsoft Office and familiarity with CCH ProSystem fx Tax, Engagement, and Axcess are a plus
Ideal Candidate Traits
- Intellectually curious and emotionally intelligent
- Collaborative, team-oriented, and proactive
- Flexible, reliable, and adaptable to a growing firm's pace
- Entrepreneurial mindset with a strong sense of accountability and ownership
Why Join?
This firm provides a supportive and dynamic work environment with strong opportunities for professional growth and advancement. The team takes pride in serving a diverse client base while working on engaging and meaningful projects.
Compensation & Benefits
- Competitive compensation with bonus and commission opportunities
- Health, dental, and vision insurance
- 401(k) with firm contributions
- Generous PTO and 10 paid holidays
- Student loan assistance and professional membership reimbursement
- Short-term and long-term disability, and life insurance
- Commuter benefits and more
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
