Tax Manager

CPA Office- Serves clients in the professional services / wealth management 
In-Office | CPA Required | $135,000 - $150,000

Are you a relationship-driven Tax Manager looking for an opportunity to become a key leader within a growing and highly respected firm? Our client is seeking an experienced Tax Manager who thrives in a client-facing environment and enjoys serving as a trusted advisor to high-net-worth individuals, business owners, and professional service clients.

This is a unique opportunity to step into a highly visible leadership role as the firm's second-in-command, working closely with ownership to oversee tax engagements, mentor staff, strengthen client relationships, and contribute to the firm's continued growth and success.

Key Responsibilities

• Manage and review complex federal and state tax returns for individuals, partnerships, S-Corporations, trusts, and closely held businesses.
• Serve as a primary point of contact for clients, providing proactive tax planning and advisory services.
• Develop and maintain strong client relationships through exceptional service and responsiveness.
• Review tax work prepared by staff and senior accountants, ensuring accuracy and compliance.
• Mentor, train, and develop tax professionals while fostering a collaborative team environment.
• Research and resolve complex tax issues and communicate findings to clients and firm leadership.
• Assist with practice management, workflow oversight, and strategic initiatives.
• Collaborate closely with firm leadership on client retention, business development, and operational improvements.
• Stay current on tax laws, regulations, and industry trends impacting clients.

Qualifications

• Active CPA license required.
• Bachelor's degree in Accounting required
• Minimum of 5 recent years of experience in a Tax Manager role.
• Experience within a Professional Services, Family Office, Wealth Management, or related advisory environment strongly preferred.
• Proven experience managing client relationships and serving in a consultative capacity.
• Strong technical tax knowledge across individual and business taxation.
• Demonstrated leadership experience with the ability to mentor and develop staff.

Compensation & Benefits

• Base salary: $135,000 - $150,000
• Leadership-level visibility and influence within the organization.
• Opportunity to serve as a key strategic partner to firm ownership.
• Collaborative and professional work environment.
• Comprehensive benefits package.
• Long-term career growth and advancement opportunities.

If you are a CPA who enjoys building client relationships, leading teams, and serving as a trusted advisor, this is an outstanding opportunity to join a firm where your expertise and leadership will make a significant