Tax Manager - Business Tax
About The Position
The Tax Manager – Business Tax manages tax engagements for closely held businesses, including C corporations, S corporations, partnerships, and LLCs. The role serves as a key liaison among senior managers, partners, clients, staff, and outside advisors throughout entity tax engagements. It reviews complex corporate, partnership, and multistate entity tax returns; researches and applies technical guidance; identifies tax-planning opportunities; and advises clients on entity structure, transactions, tax provisions, and reducing their overall tax burden. The Tax Manager serves as a main contact for multiple clients and coordinates with owners, CFOs, attorneys, and other outside advisors. The role prepares analysis and recommendations for client meetings and advisory conversations, tracks tax law changes, and leads client relationships while identifying opportunities to expand services. It also coaches and mentors staff and supports business development through relationship-building, identifying opportunities with existing clients, and following up on new leads.
Requirements
- Strong technical and analytical skills in entity taxation.
- Ability to manage deadlines in a fast-paced environment.
- Relationship-focused mindset and passion for helping clients reach their goals.
- Desire to coach and develop tax associates through knowledge sharing.
- Professional, inclusive demeanor that contributes to a positive team culture.
- Willingness to support business development efforts.
- At least 5 years of experience in public accounting, tax consulting, or a similar field.
- At least 3 years of direct entity tax experience.
- Bachelor's degree in accounting.
- Active CPA license.
- Working knowledge of Microsoft Office and tax preparation software.
Responsibilities
- Act as a key liaison among senior managers, partners, clients, staff, and outside advisors throughout entity tax engagements.
- Manage tax engagements for closely held businesses, including C corporations, S corporations, partnerships, and LLCs.
- Perform primary and secondary reviews of complex corporate, partnership, and multistate entity tax returns.
- Research and apply technical guidance on entity taxation, including basis, allocations, accounting methods, and compliance matters.
- Identify tax-planning opportunities and advise clients on entity structure, transactions, tax provisions, and minimizing their overall tax burden.
- Serve as a main point of contact for multiple clients and coordinate with owners, CFOs, attorneys, and other outside advisors.
- Prepare analysis, recommendations, and follow-up for client meetings, transactions, and advisory conversations.
- Track tax law changes and assess their potential effects on business clients and their owners.
- Lead client relationships, provide high-quality tax advice, and identify opportunities to expand services.
- Coach and mentor staff through one-on-one teachable moments and regular feedback.
- Support business development by building relationships with key service providers, finding opportunities with existing clients, and following up on new leads.
Benefits
- Comprehensive medical, dental, and vision coverage.
- 401(k), HSA, and FSA.
- Eligibility for an annual performance bonus.
- Disability and life assurance.
- Generous Paid Time Off and Paid Care Leave.
- Additional programs and resources to support employees and their families.
- Ongoing professional development and continuing education programs.
- Flexible work environment designed to support professional and personal goals.
- Opportunities for community involvement and impact.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
