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Job Description
About the job
Who We Are:
We are passionate about bringing financial empowerment to not only our clients, but our community around us. We are firmly committed to our four Core Values. We are People-First , recognizing that we exist for our clients, but because of our team. This philosophy guides how we treat our employees, serve our clients, and build our workplace culture. We foster a supportive, inclusive, and empowering environment where individuals are respected, heard, and given the tools to grow personally and professionally. Because the work we do is deeply impactful in the lives of the people we serve, we are Purpose Driven . We are Always Improving because good is not good enough. Every day is an opportunity to learn and grow. Lastly, we Own the Outcome! Because ownership means taking responsibility for the end-result, not just the task at hand.
Job Overview:
An established tax advisory firm is seeking an experienced Tax Manager to join our growing tax and accounting team. This leadership role is ideal for a strong tax professional who can manage complex tax work, lead and develop staff, build client relationships, and support the continued growth of the firm. The Tax Manager will oversee tax preparation and review, supervise tax staff and interns, support tax planning and advisory services, and serve as a key relationship manager for assigned clients. This position requires strong technical tax knowledge, sound professional judgment, proven supervisory experience, and a demonstrated ability to build business through client service, referrals, networking, and community engagement. This is an on-site, in-office position; our target start date for this position is July 2026 .
Tax Manager Responsibilities:
Tax Production Management and Review Oversee tax department workflow, deadlines, extensions, review processes, and quality control. Manage, supervise, and develop tax associates, seasonal staff, and interns. Provide technical guidance to staff on return preparation, tax research, client issues, and compliance matters. Guide tax staff on research and analysis related to federal, state, and local tax laws and regulations. Monitor tax law changes and communicate relevant updates to leadership, team members, and clients. Supervisory and Team Development Coach and mentor tax staff through review comments, technical guidance, workflow direction, and performance feedback. Support training programs for tax associates, seasonal staff, and interns. Promote consistent processes, documentation standards, and client service expectations. Maintain a supportive, professional, and high-performing team environment. Core Tax and Client Responsibilities Prepare and review complex individual, business, partnership, corporate, and fiduciary tax returns. Advise clients on tax planning strategies and identify tax-saving opportunities. Support clients with entity structure, estimated tax planning, compliance needs, and year-round tax questions. Assist with IRS and state notices, and client representation when needed. Coordinate with bookkeeping, payroll, and advisory team members to provide integrated client service. Business Development and Firm Growth Represent the firm in a professional and relationship-focused manner. Support firm growth through client referrals, networking, community involvement, and professional relationship building. Identify opportunities to expand client relationships through tax planning, bookkeeping, payroll, and advisory services. Participate in business development efforts, client meetings, prospect conversations, and referral partner engagement. Help leadership strengthen the firm's reputation for responsive, high-quality tax and advisory services.
Required Qualifications:
CPA license Advanced degree in accounting or specialty in finance or taxation 7+ years of tax experience 3+ years of Tax, Payroll, and Bookkeeping workflow production management experience Managing or supporting interns, seasonal staff, or early-career professionals Strong knowledge of federal, state, and local tax laws and regulations Proven ability to manage client relationships and provide advisory-level guidance
Preferred Skills:
Business development, networking, referral-building, or community engagement experience Professional Spanish fluency
Why Join Us:
While you make a difference for others, we'll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. Performance-based bonus Referral and Business Building based bonus 50% employer-paid employee health, dental, and vision insurance 401(k) matching program up to 4% Three weeks of Paid Time Off Additional paid time off or approved flex time for eligible busy-season hours 11 paid holidays Paid parental leave program Flexible and remote work schedule opportunities outside busy season Career development, CPE, and advanced training reimbursement We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees
