Position Reports To
The Tax Manager is a member of the Tax team and reports to the Tax Director and Partner.
Key Responsibilities
Client Service & Technical Expertise
• Manage and review federal, state, and local tax returns for individuals, partnerships, corporations, trusts, and other entity types, including complex engagements.
• Ensure accurate and timely completion of all tax engagements in compliance with applicable laws, regulations, and firm standards.
• Provide high-level tax planning, consulting, and advisory services tailored to client goals and business needs.
• Identify and implement tax-saving strategies while mitigating risk and ensuring compliance.
• Advise clients on tax implications related to mergers and acquisitions, entity structuring, restructuring, multi-state matters, succession planning, and other strategic initiatives.
• Lead and review complex tax research, develop well-supported conclusions and actionable recommendations.
• Serve as a technical resource for tax staff, providing guidance on complex issues and ensuring appropriate escalation when needed.
Education And Experience
• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA license required.
• 7+ years of progressive tax experience within a public accounting firm.
• Prior experience managing engagements and supervising the work of others required.
• Demonstrated experience with tax compliance, planning, consulting, and client advisory services.
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