Tax Manager- VA

Jacobson Lawrence & Co

  • Mechanicsville, Virginia
  • 30+ days ago

    Highlights

    Required: Bachelor’s degree in Accounting, Finance, or related fieldActive CPA license (Virginia or ability to obtain reciprocity)5–8+ years of progressive tax experience, preferably in public accountingStrong expertise in federal and Virginia state tax regulations, including multistate taxationExperience with pass-through entity taxation and Virginia-specific considerations (e.g., composite returns, PTET elections)Extensive experience reviewing complex returns across multiple entity typesDemonstrated leadership and team management experienceExcellent analytical, organizational, and project management skillsStrong client service and communication skillsAdvanced proficiency with Microsoft Office Suite, particularly Excel. Preferred: Experience with Virginia Department of Taxation audits and complianceProven experience managing client relationships and leading engagementsExperience with complex tax planning and consulting projectsProficiency with Lacerte and tax research platforms such as CCH or BNA.

    Numbers & Facts

    LocationMechanicsville, Virginia

    Description

    Tax Manager

    Job Description

    Position SummaryWe are seeking a highly experienced and driven Tax Manager to join our tax team in Richmond, Virginia. In this role, you will oversee the preparation and review of complex tax engagements, lead tax planning strategies, and manage client relationships across a diverse portfolio, including corporations, partnerships, trusts, and high-net-worth individuals. The Tax Manager will play a key leadership role in the firm, supervising staff, ensuring compliance, and providing strategic guidance on federal, Virginia, and multistate tax matters.

    Key ResponsibilitiesOversee and review federal and Virginia state income tax returns for individuals, corporations, partnerships, and trusts, ensuring accuracy and complianceManage the preparation and review of tax extensions, estimated payments, and tax projectionsConduct advanced research and analysis of complex federal, Virginia, and multistate tax issues, and communicate recommendations to clients and firm leadershipLead tax planning strategies and compliance initiatives tailored to client needsServe as the primary point of contact for clients, managing relationships and delivering high-quality serviceManage and oversee IRS audits, notices, and correspondence, as well as Virginia Department of Taxation inquiriesSupervise, mentor, and develop Tax Seniors and Associates, including reviewing workpapers and providing ongoing feedbackEnsure adherence to firm quality control standards and maintain well-documented, organized filesMonitor changes in federal and Virginia tax laws and proactively advise clients and internal teams on impactsDrive process improvements and efficiencies within tax workflows and software utilization (e.g., Lacerte)Collaborate with partners on client engagements, business development opportunities, and practice growth initiatives

    Qualifications

    Required:Bachelor’s degree in Accounting, Finance, or related fieldActive CPA license (Virginia or ability to obtain reciprocity)5–8+ years of progressive tax experience, preferably in public accountingStrong expertise in federal and Virginia state tax regulations, including multistate taxationExperience with pass-through entity taxation and Virginia-specific considerations (e.g., composite returns, PTET elections)Extensive experience reviewing complex returns across multiple entity typesDemonstrated leadership and team management experienceExcellent analytical, organizational, and project management skillsStrong client service and communication skillsAdvanced proficiency with Microsoft Office Suite, particularly Excel

    Preferred:Experience with Virginia Department of Taxation audits and complianceProven experience managing client relationships and leading engagementsExperience with complex tax planning and consulting projectsProficiency with Lacerte and tax research platforms such as CCH or BNA

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