Tax Manager

About This Role

This role oversees tax compliance, planning, and advisory services, serving as a trusted resource for clients and team members. The Tax Manager manages complex tax engagements, provides technical guidance, ensures compliance with evolving tax regulations, and supports the development of tax professionals. This position plays an important role in delivering exceptional client service, driving operational efficiency, and helping clients achieve their financial and business objectives.

Responsibilities

• Lead, mentor, and develop tax professionals, including senior associates and staff accountants
• Manage multiple tax engagements and ensure timely completion of deliverables while maintaining high quality standards
• Review complex federal, state, and local tax returns, workpapers, and supporting documentation to ensure accuracy, completeness, and compliance with applicable tax laws and firm standards
• Oversee the preparation and review of federal, state, local, and, when applicable, international tax returns for individuals, partnerships, corporations, trusts, and other entities
• Ensure compliance with current tax laws, regulations, and professional standards
• Develop and implement tax planning strategies designed to help clients minimize tax liabilities and achieve business objectives
• Serve as a technical resource for complex tax matters and guide tax law changes and regulatory developments
• Conduct and review technical tax research and prepare supporting documentation, memoranda, and recommendations
• Manage tax audits, examinations, and controversy matters, serving as a liaison between clients and taxing authorities
• Oversee income tax provision calculations and ASC 740 reporting requirements when applicable
• Review client financial information and identify tax-saving opportunities and planning considerations
• Build and maintain strong client relationships while delivering responsive, high-quality service
• Identify opportunities to expand services and support business development initiatives
• Leverage tax technology and automation tools to improve efficiency, accuracy, and workflow management
• Collaborate with firm leadership and other service lines to provide comprehensive client solutions

Requirements

• Bachelor's degree in Accounting, Finance, or a related field required
• Active CPA license required
• Minimum of 5 years of progressive tax experience
• At least 2 years of supervisory or management experience within a tax environment
• Strong knowledge of federal, state, and local tax regulations and reporting requirements
• Experience preparing and reviewing complex tax returns across multiple entity types