Tax Manager

Beebout Williams & Olds CPAs•El Dorado Hills, CA

10d•$120,000 - $180,000•Hybrid

About The Position

BW&O CPAs is a growing, tech-forward, and mission-driven public accounting firm serving individuals and a range of businesses. We value innovation, team collaboration, and meaningful work. We're obsessed with delivering exceptional client service, building a team culture of critical and analytical thinking with a growth mindset, and leveraging technology to work smarter and keep up with the rapidly changing industry. This role exists because BW&O has grown quickly, and our client base and team have expanded faster than our management layer. Today, too much day-to-day oversight of tax work still lands on the firm's principals. As a Tax Manager, you'll lead a pod (a dedicated team of tax seniors, associates, and administrative support, and including members of our global team) and manage a defined group of clients. Your job is to make both run well: work reviewed thoroughly and delivered on time, a team that's developing and accountable, and clients who experience proactive, organized service. You'll report directly to the firm's principals, and your success frees them to focus on strategy, growth, and the firm's highest-value relationships. This is a true management role, not a senior preparer position with a bigger title. If you want to lead people and own outcomes, not just work through a review queue, keep reading.

Requirements

Active CPA license in good standing
7+ years of recent tax experience at a CPA firm
Experience reviewing individual, S corporation, partnership, and trust returns
Demonstrated experience supervising and developing staff, including giving direct performance feedback
Proven ability to manage multiple engagements, deadlines, and priorities without missing deliverables
Strong communication skills, with the ability to explain complex concepts in plain language to clients and team members
Comfort working in cloud-based practice environments

Nice To Haves

Depth in one or more of: real estate and partnership tax structures, high-net-worth individuals and family groups, trusts and estates
Ability to turn planning opportunities into planning engagements
Experience with Karbon or a similar cloud practice management platform
Experience using automation or AI tools to modernize tax workflows
Experience at a small to mid-sized firm and helped build or improve a team or process

Responsibilities

Manage a pod's scorecard, tracking and reporting monthly metrics such as on-time delivery, review turnaround, client response time, and pod capacity.
Lead the pod's standing weekly meeting and bring performance data to monthly ops check-ins with firm leadership.
Execute scheduled work and assignments, run check-ins, coach, and hold the team accountable for their development and performance.
Deliver engagements for high-net-worth individuals, S/C corporations, partnerships/LLCs, closely held businesses, exempt organizations, and trusts, from planning and scheduling through delivery, completed ahead of key filing dates.
Review complex individual, business, partnership, and fiduciary returns with notes that teach preparers.
Serve as the primary client contact, providing proactive status updates, organized requests, and surfacing planning ideas.
Escalate issues to principals with context and a recommended solution.
Manage the pod's workflow in Karbon and utilize AI and automation tools to improve capacity and quality.
Make work assignments, set deadlines, and determine review priorities and client communications within the pod.
Handle pricing exceptions and scope changes, with recommendations, for principal approval.