Tax Manager / Senior Tax Manager / Tax Director

About This Role

This leadership opportunity in a wealth management CPA firm involves working alongside an experienced tax professional who is transitioning to retirement, offering a unique chance to learn the practice and assume increasing leadership responsibilities. The firm is open to hiring at the Tax Manager, Senior Tax Manager, or Tax Director level, focusing on finding the right individual to help shape and eventually lead the tax practice, with a potential future path to partnership.

Responsibilities

• Prepare and review individual, partnership, S-corporation, business, trust, and other tax returns
• Review complex returns and provide technical guidance to other members of the tax team
• Manage client engagements, deadlines, and tax-season workflow
• Build strong, long-term relationships with clients
• Provide proactive tax planning and strategy
• Mentor and develop other tax professionals
• Help manage capacity and ensure work moves efficiently through the firm
• Identify opportunities to improve processes, technology, workflow, and efficiency
• Collaborate with wealth management professionals when tax and financial planning intersect
• Help evaluate staffing, pricing, client service, and other strategic decisions affecting the tax practice
• Assume increasing responsibility for the operation and leadership of the tax practice

Requirements

• 5+ years of meaningful tax experience, preferably in public accounting
• Strong knowledge of individual and closely held business taxation
• Significant tax preparation and review experience
• Ability to manage a high-volume workload while maintaining quality
• Strong client communication and relationship skills
• Experience reviewing and developing other tax professionals
• Excellent judgment, organization, and follow-through
• Practical, problem-solving mindset
• Willingness to take ownership rather than simply complete assigned work
• Interest in leadership and helping build a better tax practice
• CPA designation is strongly preferred, particularly for Senior Manager and Director-level candidates

Benefits

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Disability insurance
• Food provided
• Health insurance
• Health savings account
• License reimbursement
• Life insurance
• On-the-job training
• Opportunities for advancement
• Paid time off