Tax Manager

Our client is a mid-sized public accounting firm, recognized for its commitment to client service and technical excellence. The company supports a diverse portfolio of high-net-worth individuals and businesses. They are currently expanding their team and looking to add a Tax Manager. Employees benefit from a collaborative environment and opportunities for professional growth.

Salary/Hourly Rate:

$150k – $200k Annually plus performance-based bonus

Position Overview:

The Tax Manager will lead and manage tax engagements for high-net-worth individuals and general public accounting clients. They will oversee tax planning, compliance, and advisory services. In addition, the Tax Manager will ensure quality, accuracy, and compliance with federal and state tax laws.

Responsibilities of the Tax Manager:

• Manage and review complex tax returns for individuals, partnerships, corporations, and trusts.
• Advise high-net-worth clients on tax planning strategies and compliance.
• Oversee tax engagements from planning through completion.
• Supervise, mentor, and train junior staff.
• Conduct client interviews to gather financial data and identify tax-saving opportunities.
• Research and interpret federal and state tax laws.
• Ensure timely and accurate filing of all tax documents.
• Respond to client inquiries and provide future tax planning guidance.
• Review financial records and documentation for accuracy.
• Calculate preparation fees based on return complexity and processing time.
• Maintain up-to-date knowledge of tax regulations and industry trends.

Required Experience/Skills for the Tax Manager:

• Minimum 5 years of experience in public accounting tax functions.
• Strong knowledge of federal and state tax laws.
• Proficiency with tax preparation and accounting software (e.g., Intuit QuickBooks, Quicken, Tax software).
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple engagements and deadlines.
• Experience advising high-net-worth individuals.

Preferred Experience/Skills for the Tax Manager:

• CPA or Enrolled Agent certification.
• Experience with tax planning for trusts and estates.
• Familiarity with financial analysis software.
• Prior supervisory experience in a public accounting environment.

Education Requirements:

• Bachelor’s degree in Accounting, Finance, or related field.
• An advanced degree or certification is preferred (CPA, MST).

Benefits:

• Client-provided benefits available, upon eligibility.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO