Tax Manager | Join a Boutique CPA & Advisory Firm Where You'll Help Business Owners Build Long-Term Financial Success
This Jobot Job is hosted by: Emily Bohanon
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Salary: $105,000 - $130,000 per year
A bit about us:
We are a relationship-driven CPA and advisory firm that has been helping businesses, nonprofits, and individuals navigate complex financial decisions for nearly 40 years. Our philosophy is simple: accounting is more than preparing tax returns and financial statements. We believe financial information should empower clients to make better business decisions, protect what they've built, and create long-term wealth.
Our team provides comprehensive tax planning, accounting, financial reporting, business consulting, audit support for nonprofit organizations, business formation services, estate tax planning, tax resolution, and strategic financial guidance. We also assist clients with financial projections, litigation support, retirement planning, and helping entrepreneurs secure financing and investment capital. Whether we're advising a startup, a growing family-owned business, or an established organization, our focus remains the same: delivering proactive solutions that create measurable value.
Leadership combines decades of public accounting experience with a forward-thinking approach to client service. As the next generation continues to grow the practice, the firm remains committed to leveraging technology, expanding advisory services, and building lasting relationships that extend well beyond tax season. Our professionals are trusted consultants who work alongside clients year-round, helping them navigate financial challenges and capitalize on new opportunities.
Why join us?
Join a well-established CPA and advisory firm with nearly four decades of helping businesses and individuals achieve financial success.
Work in a firm where proactive planning and business consulting are just as important as tax compliance.
Build trusted relationships with closely held businesses, nonprofit organizations, entrepreneurs, real estate professionals, legal firms, retailers, and family-owned companies across a variety of industries.
Gain exposure to sophisticated work including tax strategy, financial forecasting, business formation, estate tax planning, tax resolution, retirement planning, and nonprofit consulting.
Become a year-round advisor who helps clients solve business challenges instead of only preparing annual tax returns.
Collaborate with experienced leadership that values technical excellence, client education, and continuous professional development.
Enjoy the flexibility and collaboration that comes with working in a boutique firm where your contributions directly impact both clients and the growth of the practice.
Job Details
We are seeking an experienced Tax Manager who enjoys partnering with business owners and serving as a trusted advisor. This role combines technical tax expertise with strategic consulting, allowing you to help clients make informed financial decisions while overseeing complex tax engagements and mentoring staff.
You'll work directly with leadership to develop proactive tax strategies, strengthen client relationships, and provide practical guidance that helps businesses grow and thrive.
Responsibilities
Manage a portfolio of business and individual tax clients from planning through final delivery.
Review complex federal, state, and local tax returns for corporations, partnerships, S corporations, trusts, estates, and individuals.
Develop proactive tax planning strategies designed to minimize tax liability and support long-term financial objectives.
Serve as a trusted advisor by providing year-round tax consulting and business guidance.
Assist clients with business formation, entity selection, financial planning, and strategic decision-making.
Research complex tax issues and communicate practical recommendations to clients and internal team members.
Supervise, mentor, and develop tax professionals through technical review and coaching.
Assist clients with IRS correspondence, tax resolution matters, and compliance issues.
Collaborate with leadership on workflow management, client service initiatives, and practice development.
Identify opportunities to expand advisory relationships through additional consulting and planning services.
Ensure engagements are completed accurately, efficiently, and in accordance with professional standards.
Qualifications
Bachelor's degree in Accounting or related field.
CPA license required or actively pursuing.
5+ years of recent public accounting tax experience.
Experience reviewing complex business and individual tax returns.
Strong knowledge of federal and multi-state taxation.
Experience with tax planning, business consulting, or advisory services is highly preferred.
Excellent communication and relationship-building skills.
Experience mentoring or supervising staff.
A consultative mindset with a passion for helping clients achieve long-term financial success.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: 91113390
- Position Id: 1686676258
- Posted 6 hours ago
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