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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