About the Role
We are seeking an experienced and highly knowledgeable Tax Manager to join our accounting and tax practice. The ideal candidate has a deep understanding of federal, state, and local tax laws, strong leadership capabilities, and the ability to manage complex client engagements with confidence.
This role will serve as a key leader within the firm—overseeing tax preparation, managing client relationships, resolving IRS matters, and mentoring junior staff. If you have a passion for tax strategy, client service, and team development, we want to hear from you.
Key Responsibilities
Tax Preparation & Review
- Prepare and review complex federal, state, and local tax returns for individuals, partnerships, corporations, and other entities.
- Ensure accuracy, compliance, and timely filing of all tax deliverables.
Tax Planning & Consulting
- Provide strategic tax planning and advisory services to clients.
- Develop customized strategies to minimize tax liabilities and optimize financial outcomes.
- Research and interpret complex tax issues to support client decisions.
Client Relationship Management
- Serve as the primary point of contact for assigned clients.
- Lead client engagements and ensure exceptional service delivery.
- Assist with special projects and provide proactive guidance throughout the year.
IRS Resolution
- Manage and resolve IRS and state tax notices, audits, and disputes.
- Prepare responses, negotiate with taxing authorities, and guide clients through resolution processes.
Team Leadership & Development
- Supervise, mentor, and train tax staff and senior accountants.
- Review staff work and provide feedback to support professional development.
- Assist with workflow planning, workload distribution, and review processes.
Technology & Systems
- Utilize Lacerte for tax preparation and review.
- Use Canopy for workflow, client management, and document organization.
Qualifications
- CPA certification (required)
- 5–7 years of experience in public accounting or tax management
- Strong knowledge of federal, state, and local tax regulations
- Experience with IRS tax resolution and handling client notices/audits
- Ability to research complex tax issues and develop strategic solutions
- Leadership experience, including staff supervision and training
- High level of accuracy, analytical thinking, and attention to detail
- Ability to manage multiple deadlines in a fast-paced environment
- Excellent written and verbal communication skills
- Experience with Lacerte tax software preferred
- Experience with Canopy a plus
