Tax Manager / Senior Manager / Director

Position Overview

A well-established CPA firm providing tax, audit, and advisory services to closely held businesses, high-net-worth individuals, and nonprofit organizations is seeking a Tax Manager. The role will lead tax engagements from start to finish, review complex returns, conduct tax research, manage client relationships, and mentor junior staff while working closely with firm leadership. The firm offers a collaborative, respectful, relationship-driven environment with direct access to partners and an emphasis on quality and accountability.

Key Responsibilities

• Review complex federal and multistate tax returns, including Forms 1040, 1120, 1120-S, 1065, and 1041.
• Perform advanced tax research and planning for closely held businesses, high-net-worth individuals, trusts, and partnerships.
• Manage long-term client relationships and oversee engagements for accuracy, compliance, and timely delivery.
• Supervise, mentor, and review work prepared by junior tax professionals.
• Collaborate with partners on complex tax matters and client strategies, participate in client meetings, and provide technical guidance.

Qualifications

• 6–10+ years of public accounting tax experience.
• Active CPA license required.
• Strong review experience across major return types and demonstrated strength in tax research and planning.
• Experience with federal and multistate taxation, closely held businesses, and high-net-worth clients.
• Stable employment history preferred, with minimal job changes.

Preferred Qualifications

• Master’s in Tax is a plus.

Compensation and Benefits

Salary is unspecified and depends on experience, with additional earning potential tied to client responsibility. Benefits include health insurance, a 401(k) with a 4% employer match, CPA support, professional development assistance, and approximately three weeks of starting PTO, with flexibility based on role and tenure.