A respected full-service CPA firm with a rich history is seeking an experienced Tax Manager to join their growing team. This role is perfect for a seasoned tax professional who enjoys hands-on tax compliance and planning work, particularly with trusts and estates, and wants to collaborate directly with clients. They are looking for a candidate who can lead complex engagements, supervise tax return compliance, and provide strategic tax planning insights.

Salary Range: $150,000 – $170,000 / year DOE

Tax Manager Responsibilities:

• Manage and supervise income tax return compliance engagements and related planning
• Review and complete complex tax returns including S-Corps, Partnerships, C-Corps, and high-net-worth individual returns
• Specialize in trust and estate engagements, handling both compliance and consulting projects
• Provide hands-on assistance in tax matters while mentoring and supporting other professional staff
• Consult directly with clients to understand their financial goals and develop tax strategies
• Stay current on Federal tax laws affecting individuals, businesses, and trusts/estates
• Collaborate with partners to ensure high-quality client service and identify tax planning opportunities
• Use cloud-based tools including Intuit Lacerte, CCH Answer Connect, and ProSystems FX/Knowledge Coach

Tax Manager Requirements:

• CPA license required
• Minimum of 8 years of recent public accounting experience in a CPA firm
• Strong background in trusts and estates taxation is essential
• Experience in both individual and business tax planning and compliance
• Supervisory experience with a focus on client service excellence
• Proficient with Intuit Lacerte and related cloud-based tax preparation and research tools
• Excellent communication and relationship-building skills
• Experience on both tax compliance and assurance sides of the business is a plus
• Willingness to contribute to both individual and business tax strategies
• Interest in potential partnership opportunities within the firm

Benefits:

• Competitive base salary with annual bonuses
• 401(k) plan with discretionary profit-sharing contribution
• Comprehensive medical benefits
• Dental and vision insurance options
• Flexible PTO and vacation policy
• 10 paid holidays annually
• Hybrid work schedule after ramp-up period
• Potential for partnership and ownership equity without a large buy-in

If you’re a passionate tax professional seeking meaningful client interactions and a long-term growth opportunity, apply now!

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