Tax & Accounting Advisory Manager

RWM & Company•Lemoyne, PA

2d•$100,000 - $135,000•Hybrid

About The Position

At RWM & Company, people matter most. We're a growing advisory and tax firm looking for a Tax & Accounting Advisory Manager with a strong background in both tax and accounting advisory, and a genuine interest in using AI and technology to deliver exceptional client service. Internally, we call this seat our Client Manager. RWM & Company has served business owners in central Pennsylvania since 1981. We are building an advisory-first firm around proactive tax strategy, practical accounting insight, and a client experience that helps owners make better decisions throughout the year. We are also investing in AI and automation across tax document workflows, bookkeeping, planning, and quality control. Our aim is to give our people more time for judgment, strategy, and relationships. As Tax & Accounting Advisory Manager, you will lead a portfolio of business owners and high-net-worth individuals, combining Tax Advisory Services (TAS) and Client Accounting Advisory Services (CAAS) with hands-on technical work and team development. You will also take on senior production and review work currently handled by the President. That level of trust makes this one of the clearest paths to expanded leadership in the firm.

Requirements

At least five years of public accounting experience across tax and accounting advisory
A bachelor's degree in accounting, finance, or a related field.
Strong command of complex individual and pass-through returns (1040, 1120-S, and 1065), with experience advising closely held businesses and high-income owners.
Experience on planning issues such as entity structure, owner compensation, projections, retirement, depreciation, basis, and distributions.
Ability to evaluate books and financial statements, identify issues, and turn the numbers into useful guidance.
Experience owning client relationships, leading advisory conversations, reviewing technical work, and coaching preparers with clear, constructive feedback.
Comfort with QuickBooks Online and modern workflow tools, and interest in using AI and automation responsibly while keeping professional judgment at the center of the work.

Nice To Haves

CPA strongly preferred
EA or an advanced tax credential (JD or LLM) considered for the right candidate.
Client accounting advisory or controller-level experience is a plus.

Responsibilities

Own a portfolio of tax and advisory clients
Build year-round relationships. Serve business owners and high-net-worth individuals in trades, real estate, healthcare, and professional services as a trusted advisor beyond filing season.
Lead the conversation and follow-through. Run meetings on tax planning, accounting strategy, and implementation; give clear recommendations on entity structure, timing, compensation, and related decisions.
Deliver senior-level production and review
Prepare and review complex work. Handle individual, S corporation, and partnership returns and financial statements while maintaining high technical and service standards.
Own the outcome. Connect sound analysis, a clear recommendation, and timely delivery so clients know what to do next.
Help build the AI-enabled firm
Use and improve our tools. Work with QuickBooks Online, UltraTax, Qount, Microsoft 365, and emerging AI tools across document workflows, bookkeeping, planning, and quality control.
Apply judgment to automation. Find repeatable tasks that tools can simplify, help shape useful workflows, and protect the areas that require human review and client-specific advice.
Coach and develop the team
Make review a learning process. Explain the reasoning behind your feedback and help junior staff build technical skill and confidence.
Model our values. Bring our core values of Gratitude, Rise, Excellence, Accountability, and Teamwork to interactions with clients and colleagues.