Manager, Tax

Jun 21, 2024

The Manager (Tax) plays an integral role in our Tax Department by providing high quality tax services for clients and management of staff.


  • Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance
  • Perform technical tax review of assigned tax returns of varying complexity in a variety of industries
  • Interact directly with clients handling questions, planning, consulting, strategizing, researching, etc.
  • Provide tax review, compliance and advisory services to individuals, partnerships, S corporations and/or corporations in a variety of industries
  • Deliver high quality tax planning and advisory services to existing tax clients
  • Manage multiple clients, budgets and production goals
  • Build and maintain excellent relationships with clients and manage client accounts
  • Supervise IRS, state, and local government tax audits, notices, and correspondence
  • Provide review of a variety of returns, planning, research, and compliance
  • Ensure top quality client service and oversees total engagement activity
  • Train, supervise, and mentor staff along with reviewing and evaluating their work
  • Support and assist managers in training and development of staff
  • Recruitment of new and experienced staff
  • Work closely with Tax Partners to satisfy the needs with planning compliance
  • Understand and manage firm risk on tax services performed
  • Contribute to practice development and professional networking and possess the ability to attract new clients
  • Identify and sell additional services to existing clients
  • Represent the firm in professional and service organizations



  • Bachelor’s Degree in Accounting or similar field, Masters of Science in Taxation (MST), or similar degree preferred
  • CPA license or JD required
  • Has 2-3 years of demonstrated proficiency as a Manager in Public Accounting or equivalent experience. Minimum of 6 years of public accounting experience
  • Proficient in the taxation of International and State and Local Tax (SALT) individuals and/or business entities
  • Advanced level tax research and preparation skills
  • Ability to manage multiple engagements
  • Maintains appropriate compliance with all Firm-wide policies and procedures
  • Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism
  • Excellent analytical skills and judgment
  • Strong interpersonal, communication, and relationship building skills
  • Enthusiastic, self-motivated, and client service oriented