Tax Manager – Closely Held & Business Advisory
About The Position
This is not a back-office compliance role. This Tax Manager opportunity is designed for an experienced public accounting professional who wants real client ownership , advisory influence , and the ability to lead people and engagements , not just review returns. You'll work closely with privately owned businesses and high-net-worth individuals where planning decisions matter, transactions are nuanced, and your advice directly impacts outcomes. If you enjoy being the person clients trust, juniors learn from, and partners rely on, this role offers long-term runway without Big-Firm bureaucracy. Why This Role Is a Strong Career Move Direct advisory relationships with closely held and owner-led businesses Meaningful tax planning tied to transactions, growth events, and entity structuring Visible leadership role with influence over workflow, client experience, and team development Hybrid work environment with real flexibility (not face-time culture) Clear path toward Senior Manager or expanded leadership responsibility (if desired)
Requirements
- 5+ years of progressive public accounting experience with a business tax focus
- CPA strongly preferred (JD considered)
- Experience advising closely held businesses and owner-led entities
- Strong understanding of partnership, corporate, and individual taxation
- Comfortable operating in a client-facing, advisory-oriented role
- Experience with modern tax platforms (CCH Axcess experience a plus, not a barrier)
- Strong communication, organization, and leadership skills
- U.S. Citizen or U.S. Permanent Resident (Green Card) required
Nice To Haves
- CCH Axcess experience a plus, not a barrier
Responsibilities
- Lead tax planning and compliance for closely held businesses and HNW clients
- Advise on partnerships, S-corps, C-corps, and individual owner structures
- Research and evaluate complex tax issues tied to transactions and planning strategies
- Serve as a trusted advisor to clients, not just a technical reviewer
- Oversee end-to-end client engagements, deadlines, and expectations
- Review returns and guide technical execution across multiple engagements
- Manage billing, WIP, and engagement economics
- Collaborate closely with partners on client strategy and practice growth
- Coach and develop seniors and staff through active mentorship
- Coordinate multiple teams and competing deadlines
- Help elevate technical standards, processes, and client experience
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
