Tax Manager

We are seeking a driven and technically strong Tax Manager to join our CPA firm! This role is ideal for a CPA with solid review experience and broad exposure to entity and individual taxation. The ideal candidate thrives in a public accounting setting, brings high attention to detail, and is eager to mentor junior staff while deepening client relationships.

Key Responsibilities:

• Review federal and state tax returns prepared by staff and seniors for individuals, partnerships, S-corps, C-corps, trusts, and multi-entity structures
• Provide technical guidance and quality control throughout the tax preparation and filing process
• Oversee engagement workflow and ensure deadlines are met with accuracy and efficiency
• Collaborate with Partners on complex returns, planning strategies, and client deliverables
• Address partnership-related items such as basis tracking, allocations, K-1s, and §199A as needed
• Conduct research on tax law changes, provide interpretive memos, and advise clients accordingly
• Foster junior staff development through on-the-job training and formal review feedback
• Serve as a direct point of contact for clients regarding tax matters, planning opportunities, and compliance requirements
• Assist in identifying process improvements and software efficiencies within the tax function
• Participate in firm initiatives, including business development, client onboarding, and strategic planning discussions

Qualifications:

• Active CPA license required
• 5–10 years of public accounting experience with progressive responsibility
• Proven ability to review and manage tax engagements across multiple entity types
• Solid understanding of partnership taxation, even if not a primary focus
• Familiarity with tax software such as Thomson Reuters, UltraTax, CCH Axcess, or equivalent
• Proficiency in Microsoft Excel, Outlook, and file management platforms
• Strong organizational, time management, and communication skills
• A long-term mindset and interest in growing into a firm leadership role over time