Position Summary
The Tax Manager leads the delivery of forward -looking tax planning and compliance for individuals,
businesses, and complex entities, owning engagement quality from intake through final sign -off.
This role carries primary responsibility for reviewing accura cy, client relationship management, and
the day -to-day performance of the associates and senior associates on the team.
The ideal candidate is a licensed CPA or Enrolled Agent (EA) with deep technical expertise, proven
review judgment, and the leadership presence to develop talent and resolve issues before they
reach a partner. Beyond technical mastery, we seek someone who builds capability in others,
communicates with clarity under pressure, and treats every client relationship as their own.
What This Role Does
Lead a team of associates and senior associates in delivering proactive tax strategy and accurate,
compliant returns across all entity types; own the review and sign -off process, manage client
relationships and engagement economics, and develop the next ge neration of technical talent.
Your One Thing
“Own the outcome and elevate the team that delivers it – every client, every time.”
This is not a metric. It is a standard. A manager’s signature means the work is right, the client is cared for, and the people who did it grew in the process.
Core Responsibilities
- Own the final review and sign -off of complex individual, business, and fiduciary (trust/estate) tax returns prepared by the team.
- Manage client relationships across the engagement lifecycle, serving as the primary point of contact for planning, deliverables, and escalations.
- Lead proactive tax planning and research, translating technical positions into clear, actionable client guidance.
- Plan and balance team workload, capacity, and deadlines throughout the year.
- Develop, coach, and evaluate associates and senior associates; deliver timely feedback and direct their technical growth.
- Monitor engagement economics, including budget, realization, and scope, and surface billing or scope concerns early.
- Maintain accurate, real -time client records and workflow status in firm platforms (HubSpot, Truss, etc.).
- Partner with leadership on process improvement, quality control, and firm -wide initiatives.
Expectations
Every member of our team is expected to:
- Live and model our Core Values in every interaction: People First, Wow Every Client, Best Possible Outcome.
- Develop the people they lead, creating clarity, accountability, and opportunity for their team.
- Clearly understand and operate within the Six Critical Questions of our firm playbook.
- Remain engaged and proactively communicate concerns across the twelve key practice areas.
- Lead with ownership mentality, taking initiative, following through, and holding the team accountable.
- Participate in community engagement and service as a representative of the firm.
- Communicate well: clearly, promptly, and with appropriate context.
- Set the standard on the team through action, attitude, and example.
Goals & Objectives
| Horizon |
Objectives |
| Daily |
5+ billable hours/day with the balance in review and team support • Clear the team’s review queue within 24 hrs of submission • Respond to client communications within 24 hrs • Release approved returns same day • Keep HubSpot current |
| Short -Term |
Own a defined book of client relationships • Reduce review rework through coaching and checklists • Lead planning conversations and review calls independently • Drive consistent positive client reviews across the team |
| Long -Term |
Build a self -sufficient, high -performing team • Develop at least one associate toward senior or one senior toward manager • Own a practice niche or specialty • Contribute to firm strategy, training, and process design |
Qualifications
- CPA or EA license in good standing (required).
- Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation is a plus.
- 6+ years of progressive experience preparing and reviewing individual and business tax returns.
- 2+ years of review, supervisory, or team leadership experience.
- Advanced command of federal and state tax codes, regulations, and compliance requirements.
- Demonstrated ability to manage client relationships and resolve complex technical issues independently.
- Excellent written and verbal communication; able to lead difficult conversations with clients and staff.
- High emotional and social intelligence: collaborative, self -aware, and steady under pressure.
- Proficiency with tax preparation and CRM software (e.g., Intuit ProConnect, HubSpot, Truss).
Our Core Values
- People First: We treat every client with respect, clarity, and care, taking responsibility for those who trust us.
- Wow Every Client: We deliver a world-class experience through preparation, responsiveness, and disciplined execution, every step, every time.
- Best Possible Outcome: We apply deep knowledge and sound judgment to advocate relentlessly in pursuit of the best possible tax outcome under the law.
Growth & Advancement
This role is the proving ground for firm leadership. Managers who consistently deliver technical
excellence, develop strong teams, and grow client relationships will be considered for Partner -track
advancement. We invest in people who invest in their teams and our clients.
