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Tax Manager - Atlanta, GAWho: A seasoned tax professional with at least 7 years of public accounting experience and strong leadership, technical tax knowledge, and communication skills.What: Lead and review tax engagements, advise clients across entity types, manage staff, and deliver comprehensive tax compliance and planning strategies.When: Full-time position available immediately.Where: Hybrid role based in Atlanta, GAWhy: To take on a high-impact managerial role providing strategic tax guidance while developing client relationships and contributing to firm leadership.Office Environment: Professional, collaborative, growth-oriented culture that emphasizes integrity, client service excellence, and continuous learning.Salary: Competitive compensation based on experience, expertise, and leadership capability.Position Overview:This role provides the opportunity to manage complex tax engagements, advise clients across individual and business tax matters, supervise staff, and support firm leadership while staying current with evolving tax laws and industry developments.Key Responsibilities:● Advise clients on tax matters across individuals, partnerships, corporations, and trusts/estates.● Lead and review work on tax engagements to ensure compliance with firm quality standards.● Manage multiple client engagements and maintain strong client relationships.● Research complex tax issues and develop technical solutions.● Communicate proactively with partners regarding engagement status, challenges, and recommendations.● Participate in networking activities and build industry presence.● Discuss technical tax topics with clients and respond promptly to their needs.● Conduct performance reviews and support staff training and development.● Handle billing responsibilities and understand engagement economics.● Support management in policy, procedure, and operational decisions.● Stay current with regulatory updates and technical developments.● Assist with special projects and other tasks as assigned.Qualifications:● Proficient in business taxation including C corporations, S corporations, and partnerships.● Experience in individual taxation and tax planning.● Skilled in developing tax strategies for businesses and high-net-worth individuals.● Knowledge of multi-state and consolidated tax returns.● Prior experience supervising and training tax staff preferred.● Active CPA license required.● Strong analytical, research, and organizational skills.● Excellent written, verbal, and interpersonal communication abilities.● Ability to manage multiple engagements and deliver high-quality work.Education:● Bachelor’s degree in Accounting required; Master of Taxation preferred.● Minimum 7 years of experience in public accounting or related tax experience.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Tax Senior Manager - Raleigh, NC (PCS)Who: An experienced tax professional with strong leadership skills and deep expertise in pass-through entity and corporate taxation.What: Lead complex tax engagements, oversee compliance, mentor staff, and serve as the primary client contact while identifying tax planning opportunities.When: Hiring immediately to support continued growth in the regional tax practice.Where: Raleigh, NC market on a hybrid schedule (2–3 days per week in office).Why: To strengthen a dynamic tax team by providing strategic tax guidance and exceptional client service.Office Environment: Fast-paced, collaborative, and committed to integrity, inclusion, and continuous professional development.Salary: Competitive compensation supported by a comprehensive total rewards and benefits package.Position Overview:The Senior Tax Manager will manage client tax compliance, anticipate tax issues, and provide strategic planning guidance while leading and developing less experienced professionals across a variety of industries.Key Responsibilities:● Serve as the main point of contact for clients, managing workflows, deadlines, and deliverables.● Review complex tax returns for clients in manufacturing, real estate, professional services, and high-net-worth segments.● Solve tax and business challenges using strong technical and analytical capabilities.● Lead tax staff, seniors, and managers in a dynamic, fast-paced environment.● Demonstrate exceptional client service and identify forward-looking tax planning opportunities.Qualifications:● Bachelor’s degree in Accounting; Master’s preferred.● Active Certified Public Accountant (CPA) license required.● 7+ years of public accounting experience, including 2+ years in a managerial role.● Strong understanding of pass-through entity taxation and general corporate taxation.● Working knowledge of partnership taxation, including equity investment structures.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. Essential Job Functions: Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns Prepare and deliver presentations to clients and prospective clients Develop and maintain client base Market and sell appropriate tax plans Attend meetings and continuing education sessions Take a holistic approach with a team of financial professionals to service clients Comply with all industry rules and regulations Represent clients in front of the IRS and state revenue departments All other task assigned Education/Knowledge & Skills: Ability to effectively manage competing priorities, stringent deadlines, and multiple clients Strong sense of professional and personal accountability Basic computer skills and experience with Microsoft Office applications Bachelor’s Degree in Accounting, Finance, or related field 1-year relevant experience preparing federal, state, and local tax returns for individuals Enrolled Agent or Certified Public Accountant license preferred Must possess or be able to obtain Preparer Tax Identification Number (PTIN) Strong written and verbal communication skills Highly motivated and a self-starter Strong leadership qualities, work ethic and an entrepreneurial spirit Experience with CCH Axcess Software preferred Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. Powered by JazzHR

Tax Specialist, Westminster, MD ($20-30/hr) Immediate need for a Tax Specialist for public accounting firm. Position Summary: The Tax Specialist will be responsible for preparing and filing tax returns for individuals and small businesses. This role involves working directly with clients to gather information, prepare tax documents, and ensure accurate and timely filings. The ideal candidate will have a strong attention to detail, excellent customer service skills, and the ability to work efficiently under tight deadlines. Key Responsibilities: Preparing federal, state, and local tax returns for individuals and small businesses. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. Ensure compliance with federal, state, and local tax regulations and guidelines. Qualifications: High school diploma or equivalent. 3+ years of tax experience with public accounting firm. Ability to handle all related schedules for 1040s and business returns independently. Knowledge of IRS and Maryland tax laws, including state/local filings. Proficiency in tax preparation software (Drake and Ultra Tax). CPA (a plus), EA (a plus) Summit Federal Services, LLC is an equal opportunity employer regardless of race, color, religion, creed, sex, marital status, national origin, disability, age, veteran status, on-the-job injury, sexual orientation, political affiliation or belief. Employment decisions are made without consideration of these or any other factors that employers are prohibited by law from considering. Any discriminatory action can be a cause for disciplinary action. Summit Federal Services, LLC also prohibits discrimination against individuals with disabilities and will reasonably accommodate applicants with a disability, upon request, and will also ensure reasonable accommodation for employees with a disability. Powered by JazzHR

Tax Senior (4-5 Years Experience) Who: A well-established regional public accounting firm. What: Seeking a seasoned Tax Senior to manage complex tax engagements and client relationships. When: Hiring immediately to support continued client growth. Where: Atlanta, GA. Why: Due to expanding client demand and firm growth. Office Environment: Professional, collaborative office with hybrid work flexibility. Salary: Competitive compensation based on experience. Position Overview: The Tax Senior will lead various tax assignments, review junior staff work, and ensure client deliverables are accurate and timely while maintaining compliance with tax regulations. Key Responsibilities: ● Prepare and review federal, state, and local income tax returns for individuals, businesses, and organizations.● Supervise and mentor junior staff.● Conduct tax research and provide solutions to clients on tax-related matters.● Ensure timely and accurate filing in accordance with firm and regulatory standards. Qualifications: ● CPA preferred or eligible, with 4-5 years of recent public accounting tax experience.● Strong knowledge of federal and state tax regulations.● Excellent communication, leadership, and organizational skills. If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Tax Manager – Real Estate - Atlanta, GAWho: We are seeking an experienced, detail-oriented tax professional with 5+ years of federal and state tax experience who is motivated by growth and interested in complex international real estate taxation.What: You will manage partnership and individual tax engagements, lead staff development, conduct technical research, oversee compliance for real estate investment structures, and support client service and business development initiatives.When: This is a full-time position available for immediate hire.Where: Based in our confidential client’s Atlanta, GA office; on-site presence is strongly preferred.Why: This role offers the opportunity to work closely with global real estate investors, advance your technical expertise, and grow within a firm deeply committed to professional development.Office Environment: Primarily on-site, with a collaborative and supportive team culture; hybrid arrangements may be considered, but fully remote candidates cannot be accommodated.Salary: Compensation is competitive and supported by a comprehensive benefits package.Position Overview:The Tax Manager will oversee real estate-focused tax engagements for international investors, manage compliance and review processes, develop team members, and provide high-quality service for clients investing in U.S. commercial, residential, and mixed-use real estate assets.Key Responsibilities:- Review federal and state partnership and non-resident individual income tax returns.- Manage team members and project workflows to meet tax deadlines.- Perform technical tax research on federal and state issues, including real estate-specific topics.- Maintain active and clear communication to manage client expectations.- Support staff development through training, mentoring, and performance feedback.- Delegate effectively, set goals, and provide resources to ensure team success.- Collaborate with partners and senior leadership on proposals and business development.Desired Skills & Experience:- 5+ years of federal and state income tax experience, preferably in public accounting.- Experience preparing and reviewing partnership and individual tax returns.- Strong technical review and project management skills.- BA/BS in Accounting or a Master’s in Accounting/Taxation.- CPA or similar certification required.- Excellent communication, analytical, and problem-solving abilities.- Strong organizational skills and the ability to multitask.Preferred Qualifications:- 6–7 years of experience with tax compliance for real estate private equity investments.- Expertise in real estate taxation involving commercial, residential, and mixed-use assets.- Experience with ProSystem fx Engagement and CCH Axcess.- Strong background in partnership taxation and technical real estate research.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families. Tax Strategy and Planning Our Tax Specialists provide strategies on how to plan today to minimize our clients’ taxes in the future. Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As a Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability. In addition to completing tax analysis and preparing returns you’ll collaborate with the other specialists to find opportunities for your clients. Essential Job Functions: Analyze Tax Liability Prepare Tax Projections Prepare and file Tax Returns Prepare and deliver presentations to clients and prospective clients Develop and maintain client base Market and sell appropriate tax plans Attend meetings and continuing education sessions Take a holistic approach with a team of financial professionals to service clients Comply with all industry rules and regulations Represent clients in front of the IRS and state revenue departments All other task assigned Education/Knowledge & Skills: Ability to effectively manage competing priorities, stringent deadlines, and multiple clients Strong sense of professional and personal accountability Basic computer skills and experience with Microsoft Office applications Bachelor’s Degree in Accounting, Finance, or related field 1-year relevant experience preparing federal, state, and local tax returns for individuals Enrolled Agent or Certified Public Accountant license preferred Must possess or be able to obtain Preparer Tax Identification Number (PTIN) Strong written and verbal communication skills Highly motivated and a self-starter Strong leadership qualities, work ethic and an entrepreneurial spirit Experience with CCH Axcess Software preferred Benefits: Health/Dental/Vision Insurance, Paid Time Off, 401K, Vol LTD, Vol Life, Flexible Spending Eligibility Requirements Vary The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law. Powered by JazzHR

Senior Tax Manager - Lubbock, TXWho: A seasoned tax professional with at least ten years of public accounting experience and strong leadership and technical review capabilities.What: Oversees tax engagements, performs final technical reviews, manages staff and workflow, and supports client relationships and business development.When: Full-time leadership role available immediately.Where: Lubbock, TXWhy: To elevate the firm’s tax practice through expert oversight, high-quality client service, staff development, and proactive growth initiatives.Office Environment: A collaborative, professional setting that values communication, mentorship, and consistent delivery of high-quality work.Salary: Competitive and commensurate with experience.Position Overview:The Senior Tax Manager provides technical leadership across complex tax engagements, ensures exceptional accuracy and compliance, develops and mentors staff, strengthens client relationships, and contributes to business development while upholding the highest standards of service and confidentiality.Key Responsibilities:- Provide final technical review on tax returns and supporting documents.- Research complex tax issues and prepare effective resolutions and recommendations.- Stay current on developments in tax law and accounting procedures.- Plan, schedule, and manage client engagements to ensure timely completion.- Communicate directly with clients to ensure their needs and best interests are fully supported.- Lead and support staff by providing resources, setting objectives, monitoring budgets, and fostering a positive work environment.- Oversee quality control and evaluate staff performance.- Assign, track, and manage tasks and projects delegated to staff and supervisors.- Mentor and develop staff and supervisors to strengthen team capabilities.- Build and nurture internal and external networks to support new business opportunities.- Manage billing, collections, WIP monitoring, aging, and write-downs.- Participate in and help facilitate internal CPE and training initiatives.Qualifications:- CPA certification preferred.- Minimum of ten years of public accounting experience.- Demonstrated leadership ability and strong people development skills.- Strong decision-making abilities with initiative and sound judgment.- Ability to work calmly and effectively under pressure.- Excellent organizational skills with the capacity to manage a heavy workload.If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now. Powered by JazzHR

Position Summary The Enterprise Sales Manager focuses on Tax Compliance products and plays a crucial role in ensuring the success and satisfaction of customers as well as increasing the footprint of the company Tax offerings. This role is responsible for managing and converting a defined TAM of roughly $6m ARR, building strong, long-term relationships with our clients, helping them to maximize the value of our Tax solutions, and ensuring they achieve their desired outcomes. The Enterprise Sales Manager acts as a trusted advisor, guiding customers and prospects through sales process. Additionally, this role works closely with our tenured Customer Success Team as well as our New Logo teams for both our PEO and HCM product lines. Essential Duties and Resposibilities Converting existing clients from competitive products – TAM $6m ARR as well as assisting with new client sales where Tax Compliance is needed. Build strong relationships with customer base Product Expertise: Develop a deep understanding of our TAX products and services to effectively address customer/prospect inquiries and provide strategic recommendations. Create and execute plans tailored to the unique needs and goals of each customer, ensuring they achieve their desired outcomes. Assist with educating existing Customer Success Team on general Tax Compliance knowledge. Work with our marketing team to develop a go to market campaign for Tax products. Feedback and Advocacy: Escalate valuable feedback to internal teams to drive product improvements and enhancements. Performance Metrics: Track and report on key performance indicators (KPIs) related to sales, such as quota performance, win/loss rates, and adoption. Work closely with cross-functional teams, including customer success, product management, and support, to ensure a seamless customer experience. Occasional domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation Marginal Functions Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients. Attend webinars and training to stay up to date on best practices related to the company and department. Complete projects and other duties as assigned by supervisor. Knowledge, Skills, and Abilities Tax compliance fundamentals (payroll tax, filings, remittance). Deep understanding of Tax products and integrations. Enterprise-level sales cycles, opportunity management, and CRM best practices. Campaign strategies, segmentation, and interpreting KPIs like quota attainment and adoption. Diagnose client needs, build ROI cases and convert competitive accounts. Establish trust with executives and operational teams for long-term partnerships. Create tailored success plans aligned to client goals and timelines. Deliver persuasive presentations and proposals; simplify complex tax concepts. Track pipeline health, report on KPIs, and recommend improvements. Motivate internal teams and customers without direct authority. Excellent verbal and written communication skills to effectively convey value propositions and communicate with leaders and team members. Attention to detail. Efficiently managing time to balance multiple clients and tasks, while staying organized in a dynamic work environment. Ability to build rapport and trust with clients and team members. Required Education & Experience Bachelor’s degree in business or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs). At least 5 years’ experience in Tax Compliance, preferably with a focus in the PEO/ASO/HCM arena. Previous experience and proficiency in HCM software preferred. Ability to travel as needed. Competency in Microsoft applications including word, excel and outlook Required Licenses and/or Certifications This role requires a valid, non-restrictive driver’s license as it involves occasional travel to client sites and company locations. Physical, Mental, & Communication Demands Physical Demands: Sedentary Work: Occasionally involves sitting for extended periods, often at a desk or computer. Manual Dexterity : Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment. Mobility: Frequent travel to meet with clients, attend conferences, and conduct other business needs. Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients. Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials. Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies. Mental Demands: Strategic Thinking: High concentration to develop and execute sales strategies. Decision- Making : Quick, informed choices based on data and market conditions. Attention to Detail: Accuracy in proposals, reports, and compliance documentation. Problem-Solving: Ability to troubleshoot issues related to client prospects and team escalations. Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines. Stress Management : Handle stressful situations calmly and effectively, especially when dealing with client concerns. Communication Demands Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors. Cultural Sensitivity : Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity. Written Communication: Prepare clear and concise documentation, including proposals, emails and notes. Verbal Communication : Provide clear instructions and support to clients, employees and managers. Presentation Skills: Deliver presentations, lead meetings, and provide instructions. Present information effectively in training sessions with clients and other employees. Environmental Conditions Primarily there will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. Will work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events. Disclaimer This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position.This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship. Benefits This position is eligible for the following benefits: Health Insurance : Medical, dental, and vision coverage Retirement Plan : 401(k) with company match Paid Time Off : PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law Other Benefits : Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance. Additional Compensation : [e.g., signing bonus, commission structure] if applicable. PrismHR is a fast-paced SaaS company which provides customers with a cloud-based payroll process software application. PrismHR also provides professional services including system implementation consulting, custom configurations, and training. Lastly, via the Company’s Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHR’s Marketplace Partners. Diversity, Equity and Inclusion Program/Affirmative Action Plan: We have transformed our company into an inclusive environment where individuals are valued for their talents and empowered to reach their fullest potential. At PrismHR, we strive to continually lead with our values and beliefs that enable our employees to develop their potential, bring their full self to work, and engage in a world of inclusion. Ensuring an inclusive environment for our employees is an integral part of the PrismHR culture. We aren't just checking a box, we are truly committed to creating a workplace that celebrates the diversity of our employees and fosters a sense of belonging for everyone. This is essential to our success. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about our roles but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for these open roles or other open roles. We particularly encourage applicants from traditionally under-represented groups as we seek to increase the diversity of our workforce and provide fair opportunities for all. As a proud Equal Opportunity and Affirmative Action Employer, PrismHR encourages talent from all backgrounds to join our team. Employment decisions are based on an individual’s qualifications as they relate to the job under consideration. The Company’s policy prohibits unlawful discrimination based on sex (which includes pregnancy, childbirth, breastfeeding, or related medical conditions, the actual sex of the individual, or the gender identity or gender expression), race, color, religion, including religious dress practices and religious grooming practices, sexual orientation, national origin, ancestry, citizenship, marital status, familial status, age, physical disability, mental disability, medical condition, genetic information, protected veteran or military status, or any other consideration made unlawful by federal, state or local laws, ordinances, or regulations. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. Privacy Policy: For information about how we collect and use your personal information, please see our privacy statement available at https://www.prismhr.com/about/privacy-policy. PrismHR provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need a reasonable accommodation due to a disability, you may use the following alternative email address to contact us about your interest in employment at PrismHR: taglobal@prismhr.com. Please indicate in the subject line of your email that you are requesting accommodation. Only candidates being considered for a position who require an accommodation will receive a follow-up response. #LI-ML1 Powered by JazzHR

Job Title: PEO Tax Specialist Location: Full remote Department: Payroll / Tax Compliance Employment Type: Full-Time Reports To: Payroll Tax Manager_________________________________________________________________________________ About Us Clear Employer Services is a leading Professional Employer Organization (PEO) dedicated to helping businesses simplify HR, payroll, benefits, and compliance. We empower our clients to focus on growth while we handle the complex administrative details. We’re looking for a detail-oriented and experienced PEO Tax Specialist to join our team and ensure the accurate and timely management of all federal, state, and local payroll tax obligations. Position Overview The PEO Tax Specialist plays a key role in ensuring compliance with multi-state payroll tax regulations and in supporting clients with complex tax issues unique to the PEO industry. This individual will manage tax filings, resolve discrepancies, coordinate with government agencies, and contribute to process improvement initiatives within the tax department. Key Responsibilities Prepare, review, and file federal, state, and local payroll tax returns (941s, 940s, state withholding, unemployment, etc.) for multiple EINs. Manage and reconcile tax payments, deposits, and wage reporting. Research and resolve tax notices or discrepancies promptly with tax agencies. Maintain up-to-date knowledge of multi-state tax laws and PEO regulatory requirements. Partner with internal teams (Payroll, Accounting, Client Services) to ensure compliance and accurate reporting. Support onboarding and offboarding of client accounts related to tax setup and jurisdiction registration. Participate in audits and ensure accurate record-keeping. Identify and recommend improvements to processes, systems, and compliance procedures. Qualifications Required: 5+ years of multistate payroll tax experience (PEO employer environment strongly preferred). Strong understanding of federal, state, and local payroll tax regulations. Proficiency with payroll/tax software systems. Experience with client transitions, account registrations. Excellent analytical and problem-solving skills. Strong attention to detail and ability to manage multiple priorities in a fast-paced environment. Strong professional writing and verbal communication skills. Resourcefulness, adaptability and open to working with new processes and technologies. Preferred: Experience working in a PEO or ASO environment. FPC or CPP certification (Fundamental/Certified Payroll Professional). Experience with PEO licensing and account registration. Experience with PrismHR and/or MasterTax platforms. Benefits Competitive salary based on experience Comprehensive health, dental, and vision insurance 401(k) with company match Paid time off and holidays Collaborative, growth-oriented company culture Powered by JazzHR

We are working with a mid-market CPA firm in the Sandy Springs area that is looking to add an experienced Tax Staff Accountant to their team, position details as follows:Must have 2-4 years of public accounting experienceCPA or on CPA track with parts passedBachelors degree in Accounting or BusinessMasters degree is a plusProficiency with MS Office, QuickBooksProficiency with tax software is a plusPreparation of individual, business and partnership returnsExperience with client accounting is a plusThis is a fully remote position!If you are looking to make a change and want to work with a young, vibrant team and watch your career take off please send a copy of your resume to richard@stafffinancial.com Powered by JazzHR

Senior Tax Accountant $110K - $120K Plus Benefits and Bonus. Hybrid Role Reporting to their Miami Office. Why We Stand Out: Seeking a new challenge where your professional and personal aspirations are not only possible but supported? This public CPA firm might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being…Our values are translated into action every day.” Celebrated as the Best Place to Work in South Florida over a dozen times, our firm has grown to 500 employees, with offices spanning the tri-county area, including sister entities our firm's Investment Services. Think you have what it takes? How You’ll Contribute: We are seeking a Senior-level professional to join our dynamic team in Miami! Our group provides planning and tax compliance services to inbound and outbound owner/entrepreneurial clients: Preparation and/or primary review of complicated or complex international tax returns Facilitate planning, execution, direction, and completion of international tax projects in a wide variety of industries Consult with clients on tax-efficient structuring of international transactions, effective use of tax treaties, planning related to offshore investment activities, and repatriation programs to minimize US and foreign income taxes Provide technical expertise and knowledge of processes to expand the line of business and develop professional staff Mentoring and training staff Business development Skills You'll Bring: Bachelor’s in Accounting Master’s in Taxation CPA or CPA eligibility required 3-5 years of Tax experience within public accounting required Team player and a commitment to high quality, detailed work Self-starter with ability to deal with multiple priorities How You'll Stand Out: Ability to work overtime during peak times of the year Ability to deal with clients and a good “executive presence” Powered by JazzHR

About the Role We are looking for a State and Local Tax Manager to join Chime’s corporate tax team and support the company’s rapid growth. The ideal candidate has a strong U.S. state and local income tax compliance background, solid tax technical and quantitative skills, and the ability to thrive in a dynamic, fast-paced environment. This person must have hands-on tax calculation experience, strong communication and organizational skills, and the ability to manage multiple projects. They should be comfortable working independently as well as collaboratively across the broader team. This role reports to the Director of Tax in our San Francisco headquarters. The base salary offered for this role and level of experience will begin at $130,050.00 and up to $180,600.00. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In This Role, You Can Expect To Manage and review U.S. state and local income tax compliance prepared by external advisors. Prepare and/or oversee other non-income tax returns (e.g., sales/use, gross receipts, property, GST) to ensure accurate and timely filing of returns and payments. Calculate tax accruals, prepare tax journal entries, and maintain and reconcile tax-related accounts as part of the monthly accounting close process. Manage state and local tax audits and notices, including data gathering, responding to information requests, and corresponding with advisors and tax authorities. Assist with various tax projects, including tax provision, Voluntary Disclosure Agreements (VDAs), R&D tax credits, Section 174, tax forecasting, and other strategic initiatives. Monitor state tax changes and legislative updates. Perform research and analysis, apply tax laws to support technical positions, and clearly communicate and document findings. Partner with cross-functional teams across the company to understand the tax impact of business operations and ensure tax considerations are identified, evaluated, and communicated. Collaborate on developing internal controls and tax automation processes to streamline tax return preparation and improve operational efficiency. Support 1099 informational reporting. To Thrive in This Role, You Have 8+ years of substantive tax experience with a primary emphasis on U.S. state and local tax compliance, ideally with a combination of Big Four and industry experience. Strong technical background in U.S. state and local tax concepts, including nexus, revenue sourcing, and federal/state decoupling. Experience with state and local tax audits. Meticulous attention to detail and strong analytical, organizational, project-management, and problem-solving skills. Strong MS Excel and data analysis skills. Experience with Netsuite and tax research tools. Experience with Avalara, AI tools, or data analytics is a plus. Strong interpersonal skills and ability to communicate effectively with other departments. Strong project management skills and the ability to prioritize when working on multiple complex projects. A BA/BS degree in Accounting or a related field. #LI-BE1 #LI-Hybrid A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime—a financial technology company, not a bank*—on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust—so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall—our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't—who will? *Chime is a financial technology company, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you’re coming in regularly or are part of our fully remote program, you’ll stay engaged with your work and teammates. 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute 💰 Competitive salary based on experience ✨ 401k match plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers—think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress Perks also available to Chime Interns. We know that great work can’t be done without a diverse team and inclusive environment. That’s why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact: benefits@chime.com . To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice.

Tax Directors are responsible for the strategic direction, performance, and scalability of the tax department by empowering and holding teams accountable, setting technical and process standards, and ensuring a consistently excellent, best-in-class service experience for clients. As Tax Director, you will build and maintain key client and cross-team relationships by driving retention strategies, overseeing cross-selling of services to meet client opportunities and needs, and developing new business opportunities via networking and thought leadership, such as whitepapers, presentations, and industry engagement. Tax Directors are responsible for overseeing tax compliance services, including interacting with firm leaders to set the strategic direction of the service line, ensuring accurate and timely deliverables, designing and optimizing workflows, modeling capacity, and implementing systems that continuously improve the predictability of production and team output. Beyond compliance, Tax Directors drive firmwide innovation by identifying, developing, and scaling solutions that improve accuracy, efficiency, and the overall client experience. You will champion technology adoption, streamline processes across teams, and collaborate directly with firmwide service line leaders and partners to build scalable, predictable workflows that strengthen efficiency, consistency, and overall operational performance. Tax Directors also play a key role in expanding the firm's industry presence by leading thought leadership efforts, contributing to strategic firmwide initiatives, and representing Hall in professional communities. As a senior leader, you will set the vision for team performance and talent development by providing strategic guidance, coaching, and accountability across all levels. You will build future leaders, promote clarity and alignment around goals and expectations, and foster a culture of ownership, continuous improvement, and teamwork. You will also define production expectations across roles, monitor performance against those standards, and ensure consistent execution, thereby strengthening the service line's ability to deliver a best-in-class experience to clients and colleagues. Required Education and Experience: Bachelor's degree in accounting from an accredited college or university (Master's preferred) Minimum of 10 years of relevant professional experience, with 5 years of experience in a supervisory role, mentoring and leading a team CPA certification required Areas of Responsibility Build high-performing teams and manage capacity through developing and facilitating scalable, flexible, and efficient processes that maximize capacity and minimize labor costs relative to revenue. Continuously create and refine capacity models, forecasting tools, workflow systems, and cycle time monitoring to ensure predictable production, optimized utilization, and scalable operational performance. Define clear production expectations for each role, monitor output against standards, and enforce accountability by identifying performance gaps, removing blockers, and driving consistent execution across the tax team. Ensure the firm's goals, objectives, and processes are clearly communicated, understood, and executed consistently by each team member. Set clear performance targets, monitor progress, and conduct regular check-ins, driving a culture of accountability and holding team members accountable to deadlines, revenue, and quality metrics. Conduct regular coaching and training sessions, as well as monthly goal check-ins, to remove blockers, foster accountability, encourage professional growth, and drive best-in-class client service. Conduct final reviews of tax returns, sign tax returns and deliver to clients, and provide a brief recap video or phone call to walk the client through the return, highlighting key areas of significance. Provide best-in-class service to clients, serving as the primary client relationship manager, and maintaining strong client relationships by managing their expectations, being responsive to their communications/emails, and providing high-quality deliverables. Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality. Seen as a subject matter expert in multi-state and real estate taxation; lead technical research and advise on complex transactions. Oversee resolution of client notices and audits, facilitating communication with the client, state or federal agency, and any staff involved. Lead or contribute to firm initiatives including proposals, training development (CPE), and efficiency/innovation committees. Collaborate with Partners, Directors, and peers related to engagement concerns and issues, and resolve client engagement issues with a focus on best-in-class service; continuously monitor client happiness. Stay updated on tax law changes and mentor team members to elevate technical skills, service quality, and collaboration. Consult with peers, supervisors, and clients - being responsive to their communications (same-day response time, or adhering to external 48-hour times as applicable). Recommend other firm services to the benefit of the client. Ex: bookkeeping services, tax advisory etc. Maintain complete and accurate project management system updates, client notes, and process compliance. Actively participate in marketing and business development efforts of the team; developing, building, expanding, and managing client relationships. Key Performance Indicators Client Retention & Cross-Selling of Service Line: Retention rates, expansion of business through cross-selling other firm services, and new revenue generated through business development Timeliness of Deliverables: Team meets internal deliverable deadlines consistently Quality & Revenue: Team meets internal quality and revenue standards consistently Employee Experience: Engagement and upward feedback surveys reflecting accountability, satisfaction, leadership, support and upskilling of staff, development of future leaders Business Development Achievement of service line financial targets Technical Knowledge and Expectations: Technical Standards Complete annual team revenue goals set forth each year Actively contribute to firmwide training and thought leadership (internal and external CPE, whitepapers, and presentations). Stay current with tax law changes, multi-state complexities, and real estate tax strategies Leadership & Team Management Leverage advanced tax expertise to drive business development by identifying new revenue opportunities and cross-selling additional firm services. Report timely and concisely on team performance, blockers, and metrics - highlighting action items and next steps for leadership approval (as needed). Utilize and present dashboards and reports in a streamlined, easy-to-digest format for those reviewing. Build future leaders through frequent and continuous coaching, goal setting, and accountability Process & Operational Efficiency Identify opportunities and implement tested, scalable solutions that improve efficiency across teams Drive the adoption and development of new processes and technologies to streamline the tax compliance service line and elevate client experience Communication & Collaboration Demonstrate exceptional executive presence by confidently articulating complex tax strategies, engaging seamlessly with clients and senior leadership, and inspiring trust through decisive, poised communication Serve as a culture-builder by modeling accountability, collaboration and teamwork, and client-first service mentality

About the Role We are seeking a Tax Credit Specialist with expertise in Research & Development (R&D) tax credits to join our growing team. In this role, you will take ownership of performing and completing credit studies, preparing documentation, and delivering final client work products with limited supervision. You will work closely with audit and tax leaders, directly support client engagements, and participate in strategic tax planning initiatives. Key Responsibilities Perform and complete credit studies (including R&D credits) with supporting documentation and client deliverables. Demonstrate advanced technical skills and proficiency in advising clients on federal and state tax credits. Ensure client service assignments are completed within budget and deadlines. Delegate, supervise, and review tax research projects for accuracy and efficiency. Actively participate in client meetings and planning discussions. Collaborate with audit and tax partners, directors, and managers to support larger client engagements with credit calculations and documentation. Requirements Minimum Qualifications 2+ years of public accounting experience, with progressive involvement in federal and state R&D tax credits . Minimum 1 year of supervisory experience (mentoring or directing tax staff). CPA license (active or in process). Commitment to professional development with at least 40 hours of continuing education annually. Strong organizational, research, and client service skills. Benefits Why Join Us Competitive base salary + performance bonus. Overtime at time-and-a-half for staff and seniors. Comprehensive benefits package (medical, dental, vision, retirement). Exposure to diverse clients across industries (public and private). Strong emphasis on career growth and mentorship. Recognized as one of the Best Places to Work with a supportive and entrepreneurial culture.

Position Summary The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. This position requires an understanding of private wealth planning, tax-efficient strategies, and legal solutions tailored to affluent individuals and families. The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry. Relationship Managers report directly to the Chief Revenue Officer. Must live in the Southern California Region which stretches from Santa Barbara to San Diego. YOU WILL NOT BE CONSIDERED FOR THIS POSITION IF YOU LIVE OUTSIDE OF THE REGION SPECIFIED ABOVE Requirements Required Background & Qualifications Candidates must demonstrate professional expertise and credibility within the private wealth sector, including but not limited to: Education & Credentials: ● A demonstrated focus on private wealth, tax, or business law ● CPA credential or significant accounting/tax background strongly preferred ● Additional credentials such as CFP, enrolled agent status, or business valuation certifications are valued but not required. Professional Experience: ● Minimum 7+ years in private wealth management, tax planning, financial planning, or related advisory disciplines ● Demonstrated success in business development and relationship management with high-net-worth individuals and families ● Background in tax strategy development, business succession planning, wealth preservation, or estate planning ● Experience with business brokers, M&A professionals, or transaction intermediaries ● Proven track record of managing complex client relationships and converting prospects into long-term partnerships ● Sales experience targeting or servicing HNWI clientele and strategic business partners Benefits Key Responsibilities Develop, Nurture & Manage Relationships – Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning Wilson Hand as a trusted advisor for sophisticated tax and wealth planning solutions. Strategic Partner Conversion – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expertise. Client Portfolio Management – Maintain and grow assigned client and SP portfolios with a focus on retention, satisfaction, and expanding service utilization. Tailored Solution Development – Assess client circumstances and recommend customized private wealth solutions, including core tax strategies, capital gains mitigation, alternative risk planning, and business succession planning. Identify Upsell & Cross-Sell Opportunities – Actively identify additional opportunities to expand service offerings to existing clients and partners based on their evolving needs. Client Issue Resolution – Serve as the primary problem-solver and advocate for clients, ensuring all requests and concerns are addressed professionally and promptly. Strategic Partner Training & Support – Provide comprehensive training, marketing materials, and ongoing support to Strategic Partners regarding Wilson Hand's tax products and service offerings. Cross-Functional Collaboration – Work closely with support teams, the Regional Director, and technical specialists to ensure seamless execution of client engagements and deal progression. 9.CRM Management & Reporting – Accurately document all prospect interactions, Strategic Partner information, client profiles, and deal progression activities in Zoho to enable accurate forecasting, reporting, and relationship management. Expectations ● Conduct 10-15 prospecting meetings per week with Strategic Partner leads via Teams or other scheduled formats, targeting a 50% conversion rate to active partnerships. ● Maintain professional relationships with all onboarded Strategic Partners and prospective leads, demonstrating Wilson Hand's commitment to partnership excellence. ● Enter and maintain comprehensive information on all Strategic Partners, clients, activities, and deal progression in Zoho on a timely basis. ● Provide Strategic Partners with training materials, ongoing education, and resources regarding Wilson Hand's private wealth tax products. ● Represent Wilson Hand professionally and authoritatively in all client and partner interactions, leveraging your expertise to establish credibility and trust. Maintain confidentiality and adhere to all applicable legal, regulatory, and ethical standards governing private wealth advisory services. Key Performance Indicators Client Development: ● Meet with 100 Core Tax leads annually (8/month or 2/week) ● Convert 50 Core Tax clients annually (4/month or 1/week) ● Meet with 125 CGT leads annually (11/month or 3/week) ● Convert 12 CGT clients annually (1/month) ● Meet with 125 ARP leads annually ● Convert 25 ARP clients annually (2/month) Client Success & Growth: ● Client retention and satisfaction scores ● Product penetration and expansion revenue per client ● Strategic Partner activation and ongoing engagement metrics ● Revenue growth trajectory across assigned client base

Boutique CPA firm hiring a Tax Manager, hybrid. Basic duties include workflow management, product quality control, client interaction, and staff development/engagement. Our client, a public accounting firm that puts staff development, client empowerment, and community engagement at the core of its approach to accounting and with a commitment to recruiting and retaining the most talented and well-rounded accountants and leaders, believes in work-life balance and a strong sense of support among its employees is seeking a Rax Manager with a CPA designation. Expect to travel to Gerogetown, TX 1X per month for meetings and educaton or work Hybrid. All travel expenses paid for by the firm. Exceptional benefits and competitive compensation. Work-life balance, flexible work schedule. Job Description Remote Tax Manager needed. Texas residence required along with 7 to 10 years recent public accounting experience. Requirements CPA License REQUIRED 7-10 years of recent public accounting experience in tax preparation and review (Forms 1065, 1120, 1120S) Experience in managing projects in a service line to meet expected client deliverables, maintain quality control standards and profit targets. Demonstrate effective verbal and written communication skills in client-facing interactions. Personal philosophy is service-based. A demonstrated ability to engage with team members and develop loyalty through interpersonal relationships is critical to success in this role. Experience with the construction industry and tiered partnerships preferred. Experience with CCH software (Workstream/Practice Management, Prosystem fx, Engagement), preferred. Primary responsibilities – Workflow management, product quality control, client interaction, and staff development/engagement. Benefits 100% Company Paid Medical Coverage Long Term Disability & Live Insurance Plan 401(k) Plan with Safe Harbor Match up to 4% 401(k) Discretionary Profit Sharing Retention Bonuses Performance Based Incentive Compensation Dental & Vision Coverage Available Vacation Time Upon Hire PTO Accrual by Pay Period If you feel you have the necessary qualifications to perform this job, please forward a current copy of your resume and state your salary requirements.

About Us: SSC CPAs + Advisors is adding an Experienced Tax and Advisory Associate position to join our growing employee-owned company. Our philosophy is to provide the best atmosphere in which people can grow, be entrepreneurial and innovative, and work together as a team to help our clients and each other. SSC CPAs + Advisors is the place for exceptional professionals, who create value for our clients, propelling all to their highest level of success. Who we are looking for: We are seeking a curious and experienced professional to serve as part of our most trusted advisory team and who can excel in fostering meaningful client relationships. The Experienced Tax and Advisory Associate will play a crucial role in the research, planning, preparation, and review of individual, partnership, corporate, and trust tax returns. Additionally, they will actively contribute to providing advisory and consulting services related to tax and accounting matters. Key responsibilities include leading and actively participating in various phases of client engagements, researching, planning, preparing, and reviewing tax returns for individuals, partnerships, corporations, and trusts, and providing advisory and consulting services to clients on tax and accounting matters. The role also involves taking on supervisory responsibilities, demonstrating leadership within the team, and contributing to the overall success of our clients and the firm. Requirements Qualifications you should have: Candidates for this position should possess a bachelor’s degree in accounting, a CPA license, and at least 3 years of experience in tax and advisory services for diverse clients. Supervisory experience is essential. The ideal candidate will have excellent communication and interpersonal skills. If you are a motivated and experienced professional seeking a leadership role in a dynamic and employee-centric environment, we encourage you to apply. Why choose us: Trust us, it’s better in the employee-owned company world. An Employee Stock Ownership Plan (ESOP) is a retirement benefit that allows each of us to have a direct impact not only on our current operations and profitability but on each of our future lives into retirement. Our ESOP plan is in addition to our 401k plan and other robust benefits we offer. We believe our ESOP gives us an edge; it propels us to have an entrepreneurial and team spirit devoted to helping our clients and each other. At other CPA firms, you work hard, and in turn, it makes the equity partners rich, at our Company, we all work hard, and it improves the lives of our team members and we all financially benefit. We believe our core values demonstrate this in “ Be Better, Be Clear, Be Extra, and Be an Owner .” (SSC Advisors, Inc., SSC Wealth LLC and SSC CPAs P.A., collectively known as SSC CPAs + Advisors) Benefits Paid time off (PTO). 7 Paid Holidays annually. Insurance options: health, dental, vision, and life. Provide 100% of the premium of the High Deductible Health Plan for employees. Provide 100% of the Dental Plan for employees. Retirement plan, including a 401k and an ESOP. Professional Development.

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. Due to continued growth, we are looking to add a Tax Manager to our team. The Tax Manager has the exciting opportunity to join an experienced team of tax professionals and propel their accounting career forward. The Tax Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Tax Manager is charged with applying knowledge to understand potential tax issues, and recognizing and communicating potential risks and changes in the tax policy. In addition, Tax Manager will be involved in networking and business development. Responsibilities Ensures that clients comply with all applicable authorities, while minimizing tax and reporting burdens Ensures tax team complies with all Firm policies and standards Identifies when research is needed and clearly frames issues to be researched; concisely reports the analysis of research Builds relationships with clients to discuss a variety of federal tax concerns Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits Advises and provides tax consultations, and communicate high-level tax concepts Develops a strong knowledge base through continual education by tax research, reviewing trends, and other practices Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation Manages engagement workflow, engagement team resources, and engagement billing Leads and provides career guidance for the development and motivation of the tax team Provides verbal and written performance feedback to associates and senior associates Provides technical tax advice and planning services to a portfolio of projects Communicates with the IRS and state and local tax authorities Requirements 5 - 8 years of prior experience in taxation Prior supervisory experience Bachelor’s or Master's degree in Tax, Accounting or related field CPA or EA certification Experience with federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research Ability to be a person of influence utilizing strong leadership and mentoring skills Excellent verbal, written, and presentation skills Analytical, organizational, and project management skills Attention to detail and takes ownership Professionalism, integrity, and a positive attitude Proven success with business development and ability to challenge clients to reach their potential Able to travel up to 25% Benefits Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals. Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development 'Work From Anywhere' option Wellness Resources Four (4) weeks PTO Twelve (12) paid holidays, of which three (3) are floating holidays Rea is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment. Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.