TAX Manager

Our Client is a long‑established, family‑owned CPA firm built on decades‑long client relationships and a traditional, relationship‑first approach to accounting. Led by a group highly experienced partners, the firm takes pride in delivering consistent, high‑touch service through a close‑knit, collaborative team.

We are seeking a Tax Manager to join the firm and play a meaningful role in its long‑term continuity. This position is ideal for a tax professional who values stability, enjoys working in a relationship‑driven environment, and wants to become deeply embedded in a small, well‑established organization.

Key Responsibilities

• Prepare and review a diverse portfolio of tax returns.
• Serve as a trusted advisor to long‑standing clients.
• Collaborate closely with partners on complex or legacy engagements.
• Participate in daily, in‑office workflow meetings to plan priorities and deliverables.
• Follow the firm’s established procedures while contributing thoughtful, respectful process improvements.
• Support peak tax season workload with professionalism and composure.
• Utilize firm workflow tools, billing systems, and modern tax research platforms.

Required Experience & Qualifications

• 7+ years of progressive tax experience.
• Strong expertise in individual, partnership, and S‑corporation tax compliance.
• CPA mandatory: strong candidates without a CPA but with significant hands‑on experience and intent to pursue licensure will be considered.
• Comfortable working full‑time on‑site in a traditional office environment.
• Confident engaging with long‑tenured partners and adapting to established systems.