Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
LL
LG Legacy Group, LLC
Tax Director
Career Insights for Tax Manager (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Pennsylvania data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Tax Manager manages tax reporting and advises on tax planning for a company. Maintains current knowledge of federal, state and local tax codes and ensure that company tax filings are in compliance with the law. Manages tax accounting staff.
$170,368 / year median in Pennsylvania
+3% projected growth
Job Description
After 20yrs, our practice has since grown into a regional leader for work life balance & consistently being voted one of the best places to work for public accounting in PA.Because of our growth, we are looking for a Senior Tax Manager or Director level person to play a key role in delivering strategic tax advisory and planning services while managing complex tax engagements for high-net-worth individuals, trusts, estates, partnerships, corporations, and closely held businesses.
You will be working closely with Partners, Managers, and clients, you will develop practical tax strategies and serve as a valued advisor on both tax and business matters.
Acting as the lead advisor for a diverse portfolio of complex tax clients.
Delivering year-round tax planning and consulting recommendations designed to support client goals.
Managing and reviewing sophisticated tax engagements across a variety of industries.
Establishing and maintaining strong relationships with business owners, executives, and high-net-worth individuals.
Coaching, mentoring, and developing Managers, Senior Accountants, and Staff.
Recognizing opportunities to broaden client engagements and introduce additional firm services.
Supporting networking efforts, business development activities, and community involvement initiatives.
Partnering with firm leadership to drive practice growth and improve operational effectiveness.
Additional ResponsibilitiesOversee the preparation and technical review of complex tax returns, including individual, trust, estate, partnership, S corporation, and C corporation filings.
Advise clients on strategic tax matters related to business transactions, entity formation and structure, succession planning, and tax minimization opportunities.
Serve as the primary contact for key client relationships, ensuring a high level of service and responsiveness.
Collaborate with firm leadership to identify prospective business opportunities and contribute to growth initiatives.
Conduct research and guide the resolution of challenging federal, state, and local tax issues.
Represent clients before the IRS and other taxing authorities, including handling audits, notices, and technical tax inquiries.
Stay informed on evolving tax laws and regulations, communicating relevant impacts and planning opportunities to clients and team members.
Manage multiple client engagements, including staffing, budgeting, scheduling, and overall project execution, while maintaining quality and profitability targets.
Provide leadership, coaching, feedback, and performance evaluations to Managers, Senior Accountants, and Staff Accountants.
Encourage collaboration across teams while promoting technical expertise, accountability, and high performance.
Participate in recruiting, interviewing, hiring, and retaining top talent.
Support firm-wide initiatives, process enhancements, and technology adoption efforts to improve efficiency and client experience.
QualificationsBachelor's or Master's degree in Accounting, Taxation, Finance, or a related discipline.
Active CPA license required.
Minimum of 10 recent years of progressive tax experience within a public accounting environment.
Proven success leading complex tax engagements and managing high-level client relationships.
Experience supervising, mentoring, and developing accounting professionals.
Advanced technical expertise in individual, partnership, corporate, trust, and estate taxation.
Demonstrated leadership abilities with a strong track record of mentoring and developing teams.
Business development acumen with the ability to strengthen existing client relationships and generate new opportunities.
Strong analytical, organizational, written, and verbal communication skills.
Ability to balance multiple priorities in a deadline-driven environment while maintaining a high level of accuracy and attention to detail.
Client-focused approach paired with sound professional judgment and problem-solving capabilities.
Experience with CCH Axcess Tax, CCH ProSystem fx, and Bloomberg Tax (BNA) is preferred.
Benefits
You will be working closely with Partners, Managers, and clients, you will develop practical tax strategies and serve as a valued advisor on both tax and business matters.
Acting as the lead advisor for a diverse portfolio of complex tax clients.
Delivering year-round tax planning and consulting recommendations designed to support client goals.
Managing and reviewing sophisticated tax engagements across a variety of industries.
Establishing and maintaining strong relationships with business owners, executives, and high-net-worth individuals.
Coaching, mentoring, and developing Managers, Senior Accountants, and Staff.
Recognizing opportunities to broaden client engagements and introduce additional firm services.
Supporting networking efforts, business development activities, and community involvement initiatives.
Partnering with firm leadership to drive practice growth and improve operational effectiveness.
Additional ResponsibilitiesOversee the preparation and technical review of complex tax returns, including individual, trust, estate, partnership, S corporation, and C corporation filings.
Advise clients on strategic tax matters related to business transactions, entity formation and structure, succession planning, and tax minimization opportunities.
Serve as the primary contact for key client relationships, ensuring a high level of service and responsiveness.
Collaborate with firm leadership to identify prospective business opportunities and contribute to growth initiatives.
Conduct research and guide the resolution of challenging federal, state, and local tax issues.
Represent clients before the IRS and other taxing authorities, including handling audits, notices, and technical tax inquiries.
Stay informed on evolving tax laws and regulations, communicating relevant impacts and planning opportunities to clients and team members.
Manage multiple client engagements, including staffing, budgeting, scheduling, and overall project execution, while maintaining quality and profitability targets.
Provide leadership, coaching, feedback, and performance evaluations to Managers, Senior Accountants, and Staff Accountants.
Encourage collaboration across teams while promoting technical expertise, accountability, and high performance.
Participate in recruiting, interviewing, hiring, and retaining top talent.
Support firm-wide initiatives, process enhancements, and technology adoption efforts to improve efficiency and client experience.
QualificationsBachelor's or Master's degree in Accounting, Taxation, Finance, or a related discipline.
Active CPA license required.
Minimum of 10 recent years of progressive tax experience within a public accounting environment.
Proven success leading complex tax engagements and managing high-level client relationships.
Experience supervising, mentoring, and developing accounting professionals.
Advanced technical expertise in individual, partnership, corporate, trust, and estate taxation.
Demonstrated leadership abilities with a strong track record of mentoring and developing teams.
Business development acumen with the ability to strengthen existing client relationships and generate new opportunities.
Strong analytical, organizational, written, and verbal communication skills.
Ability to balance multiple priorities in a deadline-driven environment while maintaining a high level of accuracy and attention to detail.
Client-focused approach paired with sound professional judgment and problem-solving capabilities.
Experience with CCH Axcess Tax, CCH ProSystem fx, and Bloomberg Tax (BNA) is preferred.
Benefits
- Vacation/PTO
- Hybrid/Remote Schedules
- Summer Fridays
- Partner Track
- Medical
- Dental
- Vision
- Bonus
- 401k