Tax Manager

Tax Manager | Join a Stable, Relationship-Driven CPA Firm with 15-Year Average Employee Tenure, Diverse Clients, and True Work-Life Balance

This Jobot Job is hosted by: Emily Bohanon
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $105,000 - $130,000 per year

A bit about us:

We are a well-established public accounting and advisory firm that has been helping businesses and individuals achieve their financial goals for more than 35 years. Our team provides comprehensive tax, accounting, consulting, and financial advisory services to clients ranging from closely held businesses and entrepreneurs to high-net-worth individuals across the United States and internationally.

Our culture is built around long-term relationships, both with our clients and our employees. With an average employee tenure of approximately 15 years, we've created an environment where professionals can build rewarding careers while delivering personalized, high-quality service. Rather than operating as a high-volume tax shop, we focus on becoming trusted advisors who understand each client's unique goals and provide proactive guidance throughout the year.

Why join us?

Join a stable, respected CPA firm with more than three decades of success and an exceptional 15-year average employee tenure.
Work directly with business owners, executives, and high-net-worth individuals while serving clients across a wide range of industries and geographic locations.
Gain exposure to complex tax planning, consulting, estate planning, retirement planning, business advisory, and IRS representation rather than focusing solely on tax compliance.
Enjoy a collaborative, close-knit team environment where your contributions are recognized and leadership is accessible.
Build lasting client relationships while taking ownership of engagements and serving as a trusted advisor.
Experience a firm that values quality, professionalism, and personalized client service over production quotas.
Opportunity to mentor staff, influence firm initiatives, and continue advancing your career within a growing practice.

Job Details

We are seeking an experienced Tax Manager to lead tax engagements, provide strategic planning and consulting services, and serve as a trusted advisor to a diverse portfolio of clients. This role is ideal for someone who enjoys building long-term client relationships, mentoring team members, and delivering proactive tax strategies that create meaningful value.

The Tax Manager will oversee tax compliance, review complex returns, identify planning opportunities, and collaborate closely with firm leadership to ensure exceptional client service.

Responsibilities
Manage a portfolio of business and individual tax clients from planning through final delivery.
Review complex federal, state, and local tax returns for corporations, S corporations, partnerships, trusts, estates, and individuals.
Develop proactive tax planning strategies that help clients minimize tax liabilities and achieve long-term financial goals.
Serve as the primary point of contact for clients, providing year-round advisory and consulting services.
Research complex tax issues and communicate recommendations clearly to clients and internal teams.
Supervise, mentor, and develop tax staff and seniors through coaching and technical review.
Review workpapers and ensure compliance with firm quality standards and tax regulations.
Assist clients with IRS and state tax notices, examinations, and resolution matters.
Identify opportunities to expand client relationships through additional advisory and consulting services.
Collaborate with partners on client strategy, workflow management, and practice development initiatives.
Qualifications
Bachelor's degree in Accounting or related field.
CPA license ideally
5+ years of recent public accounting tax experience.
Experience reviewing complex business and individual tax returns.
Strong technical knowledge of federal and multi-state taxation.
Excellent communication and client relationship management skills.
Proven leadership experience mentoring and developing staff.
Ability to manage multiple engagements while meeting deadlines.
Experience with tax planning and advisory services is highly preferred.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

<sub>Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy</sub>