Tax Manager

Performance Financial, LLC
Des Moines, IA

Our client, a growing and technology-driven public accounting firm, is seeking an experienced Tax Manager to join its Des Moines office. This opportunity has become available due to a planned retirement and offers the chance to take ownership of an established client base while playing a key role in the firm's continued growth.


The firm provides a full range of tax and advisory services to clients across multiple industries and is committed to delivering proactive guidance, exceptional client service, and modern, technology-enabled solutions. This is an excellent opportunity for a tax professional seeking greater client interaction, leadership responsibility, and long-term career growth.


Position Overview

The Tax Manager will oversee an established book of business consisting of individual and business tax clients, serving as the primary advisor and relationship manager. This individual will work closely with firm leadership to ensure a seamless client experience while identifying opportunities to expand services and strengthen client relationships.

This is a highly visible position with significant opportunity for professional advancement within a growing organization.


Key Responsibilities

  • Manage an established book of business consisting of approximately 1,000 annual tax returns
  • Serve as the primary point of contact for individual and business tax clients
  • Provide proactive tax planning, consulting, and advisory services
  • Prepare and review federal, state, and local tax returns
  • Maintain and strengthen long-term client relationships through exceptional service
  • Utilize technology and process improvements to enhance efficiency and client experience
  • Collaborate with firm leadership on client strategy, business development, and growth initiatives
  • Mentor and support team members as needed


Qualifications

  • 5+ years of public accounting tax experience
  • CPA designation preferred
  • Strong technical tax knowledge across individual and business taxation
  • Excellent client relationship management and communication skills
  • Ability to manage multiple engagements and deadlines in a fast-paced environment
  • Strong problem-solving and organizational abilities
  • Comfortable working within a modern, technology-driven firm environment
  • Experience with tax preparation and practice management software is a plus


Why Consider This Opportunity?

  • Established client base with immediate impact potential
  • High level of visibility and interaction with firm leadership
  • Opportunity to influence client relationships and firm growth
  • Collaborative, entrepreneurial environment
  • Long-term advancement potential within a growing public accounting practice


If you are an experienced tax professional seeking a leadership opportunity with an established client portfolio and a growing firm, we encourage you to apply for confidential consideration.

// // //