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Tax Manager

Phoenixville, PA

Posted: 01/10/2025 Employment Type: Direct Hire Category: Accounting Job Number: a0CUm00002DU6r7MAD Location Requirements: Hybrid Industry: Financial Services

Job Description

Hybrid

A client-focused tax preparation and planning firm based in Phoenixville, PA, is seeking a proactive and entrepreneurial Tax Manager to join their growing team. This role offers the unique opportunity to work closely with high-net-worth individuals and small business clients, providing expert tax preparation, strategic planning, and year-round advisory services. Ideal candidates will excel at corporate and individual tax preparation, client communication, and high-level operational oversight. They are looking for a motivated professional ready to embrace autonomy and grow alongside their thriving firm.

Tax Manager Responsibilities:

  • Prepare and review corporate and individual tax returns for high-net-worth individuals and small business clients
  • Provide comprehensive tax planning and year-round advisory services to optimize client outcomes
  • Handle IRS notices and communicate directly with the IRS on behalf of clients
  • Deliver exceptional client service by maintaining regular communication and addressing tax-related needs
  • Assist in identifying and recommending wealth management solutions in collaboration with the internal team
  • Contribute to high-level operational efficiency by generating reports and analyzing business retention and growth metrics
  • Mentor and train junior team members to support their professional development
  • Participate in team meetings to discuss client success, operational strategies, and firm growth initiatives

Tax Manager Requirements:

  • Minimum of 4 years of experience in a client-facing tax preparation role
  • Expertise in preparing both corporate and individual tax returns
  • Strong experience with small business tax preparation, including S Corp and C Corp filings
  • Licensed CPA or Enrolled Agent
  • Excellent communication skills with the ability to explain complex tax concepts to clients clearly
  • Entrepreneurial mindset and the ability to work autonomously while contributing to a collaborative team environment

Benefits:

  • Competitive salary and bonus structure
  • Flexible hybrid work schedule
  • 401(k) with a 4% match
  • Comprehensive health, dental, and vision insurance
  • Paid short-term disability and maternity leave options
  • Generous PTO policy and paid holidays
  • Collaborative, family-friendly work culture with a focus on employee autonomy and professional growth

Apply now!

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About Phoenixville, PA

Ready to embark on a new career adventure? Explore our job opportunities in the vibrant area of Phoenixville, Pennsylvania! Nestled in the heart of Chester County, just a short drive from Philadelphia, Phoenixville boasts a unique blend of rich history, artistic flair, and small-town charm. With attractions like the historic Colonial Theatre, diverse dining options including the iconic Iron Hill Brewery, and a thriving arts scene showcased at the Phoenixville Art Center, this area offers endless opportunities for personal and professional growth. Whether you enjoy hiking at Valley Forge National Historical Park or catching a game at the nearby Citizens Bank Park, Phoenixville has something for everyone. Discover your next career opportunity in this dynamic community today!
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