Manager, Tax - Banking
About The Position
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity. This role involves managing tax compliance and advisory services for various entities, conducting research, reviewing work, and engaging with clients to provide solutions. The position also focuses on driving client service excellence, supporting client growth, and business development through proposals and client acquisition. Additionally, it includes mentoring tax professionals, managing resources and project workflows, maintaining technical expertise through CPE, and contributing to thought leadership. The role also involves representing the firm at industry events.
Requirements
- Bachelor's Degree in Accounting, Taxation or related field
- 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
- CPA License
- Proficiency in Microsoft Office Suite
- Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Nice To Haves
- Master’s Degree in related field
Responsibilities
- Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
- Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
- Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
- Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions
- Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
- Support client growth and retention through strategic planning and business development
- Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition
- Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
- Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
- Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
- Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
- Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities
Benefits
- Robust total rewards program
- Flexible work environment
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What This Job Offers
Job Type
Full-time
Career Level
Manager
