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.
Active Enrolled Agent (EA) or CPA required About the Role We are seeking an experienced Tax Manager who wants to do more than simply prepare tax returns. This role focuses on year-round tax planning, strategic advisory, and client relationship management . You will work directly with high-income individuals and business owners, serving as the primary point of contact for an assigned client portfolio and helping identify and execute proactive tax strategies. What You'll Do Manage a portfolio of high-net-worth individual and business clients . Execute proactive, year-round tax planning strategies alongside senior advisors. Prepare and review complex federal and state tax returns . Participate in client meetings, quarterly reviews, and monthly client sessions. Identify tax-planning opportunities and clearly communicate recommendations to clients. Stay current on federal and state tax law changes and assess their impact on clients. Build strong, long-term relationships with clients. Take ownership of client relationships, tax strategy, and overall outcomes. What We're Looking For Active EA or CPA designation required. 4+ years of tax experience , ideally working with high-income individuals or small business owners. Strong understanding of complex tax structures, including: S-Corporations Partnerships Real Estate Investments Strong communication skills with the ability to explain complex tax strategies in simple, easy-to-understand language. Self-directed and comfortable working in a fast-paced, entrepreneurial environment . Strong analytical, problem-solving, and client-management skills. Experience with oil & gas or investment structures is a plus. Why Consider This Opportunity? Competitive salary range of $120K-$250K . Opportunity to work directly with high-income and high-net-worth clients. Focus on strategic tax planning , rather than compliance alone. Significant client ownership and advisory responsibility. Opportunity to develop deeper expertise in advanced tax strategies and business structures.
Pay:
$120,000.00 - $250,000.00 per year Application Question(s): Active EA or CPA designation required. 4+ years of tax experience, ideally working with high-income individuals or small business owners. Strong understanding of complex tax structures, including: S-Corporations Partnerships Real Estate Investments Strong communication skills with the ability to explain complex tax strategies in simple, easy-to-understand language.
