Overview

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 "Quick 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-stat