Tax Manager – Individual & Business Tax (Generalist)
About The Position
The Tax Manager oversees tax engagements, manages client relationships, and provides technical tax expertise to ensure high-quality service delivery. The role serves closely held companies and high-net-worth individuals with tax planning, consulting, research, and compliance services. The manager is a trusted advisor and primary point of contact for clients, has full client responsibility, mentors and develops staff, manages engagement deadlines, and collaborates with firm leadership to support client and firm growth. The position represents Sweeney Conrad in the community and supports professional referral relationships and business development. This position reports directly to the Tax Partner and is based in Kirkland, Washington, with a hybrid work schedule.
Requirements
- 5 to 10 years of public accounting tax experience, including experience managing client engagements.
- Experience managing individual and entity client engagements.
- Bachelor’s degree in Accounting or Taxation.
- Active CPA license or Enrolled Agent (EA) credential.
- Strong tax compliance experience with individuals, partnerships, S corporations, trusts, and other business entities.
- Experience reviewing tax returns and workpapers for accuracy, completeness, and compliance with applicable regulations.
- Experience serving high-net-worth individuals and closely held businesses.
- Proficiency in Microsoft Office Suite.
- Demonstrated ability to manage multiple tasks and organize and prioritize work assignments and ongoing duties.
- Ability to communicate effectively and promptly, verbally and in writing, with colleagues, clients, and external partners.
- Ability to work effectively in a diverse team environment.
Responsibilities
- Manage and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, trusts, and other entities.
- Develop and maintain strong client relationships as a trusted advisor and primary point of contact.
- Review associates’ and seniors’ work, providing technical guidance, coaching, and constructive feedback.
- Manage multiple engagements simultaneously and ensure work is accurate, timely, and within budget.
- Identify opportunities to improve clients’ tax positions and support their long-term financial goals.
- Contribute to business development by identifying opportunities with existing clients and supporting prospective client initiatives.
- Stay current on tax laws, regulations, and industry trends to ensure compliance and provide proactive guidance.
- Perform other duties as assigned by department managers.
- Represent Sweeney Conrad in the community and develop referral relationships with professionals in related industries.
Benefits
- Medical, dental, and vision coverage, including dependent coverage, for employees working 30 or more hours per week.
- Health Care and Dependent Care Flexible Spending Accounts.
- Employer-paid life and disability insurance.
- 401(k) plan with employer match.
- Flexible time off (PTO).
- 12 paid holidays.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
