Tax Manager

Mahoney | CPAs and Advisors•Saint Paul, MN

82d•Hybrid

About The Position

At Mahoney, we have a passion for precision by going beyond completing necessary tasks to deliver financial peace of mind. Our Tax Solutions Team helps clients feel confident and secure through a comprehensive range of services, including estate and trust, business, individual, and state and local tax planning. From succession planning and exit strategies to navigating ever-changing tax laws, our team is committed to helping maximize financial opportunities. Located just outside downtown St. Paul along the Mississippi River, Mahoney has been recognized multiple times by Accounting Today, the Star Tribune, and the Twin Cities Business Magazine as a top workplace. Since 1989, we've provided comprehensive audit, tax, and consulting services for individuals, businesses, real estate developers, and nonprofit organizations. As a Tax Manager, you play a central role in delivering high-quality tax engagements from planning through completion. You will take ownership of tax engagements and lead the preparation and review of individual and business returns, including small business partnerships, S-Corporations, C-Corporations, and individual filings. This role includes signing returns and ensuring every engagement meets the firm's standards for accuracy, compliance, and efficiency. In this role, you will oversee advanced areas such as allocations, partner capital account maintenance rules, partner basis and related basis adjustments, and the interpretation of partnership agreements. Candidates with experience in partnership tax law are best equipped to provide solutions to our clients. You will also work directly with real estate-related tax engagements, including Low-Income Housing Tax Credits (LIHTC), and other investment tax credit programs. This includes reading and understanding partnership agreements, preparing and reviewing cost certifications, and advising clients on how tax attributes flow through complex real estate project structures. This role requires advanced technical skills in Microsoft Excel (e.g. power queries, data modeling, advanced pivot tables, advanced formulas, dynamic arrays), as well as proficiency within tax practice management platforms. These skills will strengthen accuracy, efficiency, and consistency across engagements. It also enhances staff performance by refining output elevating technical skills, and guiding team members toward best practices in tax preparation and data management. As a facilitator and technical leader, you will train staff, guide them through intricate partnerships and real estate issues, and provide constructive feedback that supports their growth. Beyond being a strong communicator, our Tax Managers must build by engaging thoughtfully, asking informed questions, offering clear explanations, and turning technical tax issues into practical guidance. Consistent, clear, relationship-focused communication fortifies client confidence and team performance. Meeting deadlines is a critical part of the role. Timely delivery reinforces client trust, reduces engagement risk, and helps clients make informed decisions within their planning cycles. Clients value our consistency and reliability, and your ability to stay organized, responsive, and proactive directly contributes to a positive client experience. Additional work hours are required from January through April 15th.

Requirements

Proven ability to perform the core duties outlined above
Bachelor's or Master's degree in Accounting, Finance or related field
Active CPA license
Background in public accounting or a client-focused environment
Advanced technical skills in Microsoft Excel (e.g. power queries, data modeling, advanced pivot tables, advanced formulas, dynamic arrays)
Proficiency within tax practice management platforms
Strong communication skills

Nice To Haves

Experience in partnership tax law
Experience with rental Real Estate partnerships
Prior experience with Engagement Manager and CCH Axcess

Responsibilities

Deliver high-quality tax engagements from planning through completion.
Take ownership of tax engagements and lead the preparation and review of individual and business returns, including small business partnerships, S-Corporations, C-Corporations, and individual filings.
Sign returns and ensure every engagement meets the firm's standards for accuracy, compliance, and efficiency.
Oversee advanced areas such as allocations, partner capital account maintenance rules, partner basis and related basis adjustments, and the interpretation of partnership agreements.
Work directly with real estate-related tax engagements, including Low-Income Housing Tax Credits (LIHTC), and other investment tax credit programs.
Read and understand partnership agreements, prepare and review cost certifications, and advise clients on how tax attributes flow through complex real estate project structures.
Utilize advanced technical skills in Microsoft Excel (e.g. power queries, data modeling, advanced pivot tables, advanced formulas, dynamic arrays) and proficiency within tax practice management platforms.
Train staff, guide them through intricate partnerships and real estate issues, and provide constructive feedback.
Engage thoughtfully, ask informed questions, offer clear explanations, and turn technical tax issues into practical guidance.
Meet deadlines and maintain organization, responsiveness, and proactivity.