Posted 05/06/2026
Job Number: 16504
Tax Manager
Phoenixville, Pennsylvania • Hybrid
Industry: Financial Services
Job Category: Administrative
Job Type: Direct Hire
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Job Description
Position Title: Tax Manager
A client-facing tax preparation and planning firm is seeking a proactive and entrepreneurial Tax Manager to support high-net-worth individuals and small business clients with tax preparation, planning, and year-round advisory services. This role involves managing both corporate and individual tax preparation, providing exceptional client service, and contributing to operational efficiency through high-level reporting and strategic oversight. The ideal candidate will thrive in a busy environment and enjoy the challenges of tax season while maintaining strong client relationships. This position offers the opportunity to create a personal book of business within a growing firm that values trust and autonomy among its team members.
Salary Range: $100,000 – $145,000 / Year DOE
Tax Manager Responsibilities:
- Manage workflow and assign tax returns to team members
- Provide luxury tax preparation services, guiding clients through the process
- Support tax preparation for corporate and individual clients, particularly those with significant income
- Handle IRS Notices and communicate directly with the IRS
- Focus on year-round tax planning to optimize client outcomes
- Deliver exceptional customer service to assigned clients
- Suggest relevant wealth management services to benefit clients
- Assist with administrative tasks as needed
- Attend meetings to discuss business operations and success
- Prepare high-level reports on client retention and efficiency
- Provide training and mentorship for junior team members
Tax Manager Requirements:
- 4+ years of experience as a Tax Manager
- Experience with IRS Notices and direct communication with the IRS
- Experience working with corporate clients and maintaining relationships
- Experience leading and managing team members
- Client-facing experience with a focus on exceptional service and proactive communication
- Must be an enrolled agent or CPA
- Experience in both corporate and individual tax preparation
- Experience in small business tax preparation, including S Corp and C Corp
- Confidence in regular client communication for tax planning and preparation
- Strong common sense and teamwork abilities
- Effective communication and follow-up skills
Benefits:
- 401k with 4% match after one year
- Health, vision, and dental coverage
- Short-term disability with maternity leave options
- Three weeks of PTO, including sick time
If you are a Tax Manager looking to take the next step in your career, apply now! #LI-AM1
Job ID: a0CUm00004GAXHUMA5
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