Tax Manager – Individual & Business Tax (Generalist)

Ascend Partner Firms • Kirkland, WA

3d • Hybrid

About The Position

Sweeney Conrad is hiring a Tax Manager to oversee tax engagements, manage client relationships, and provide technical tax expertise to ensure high-quality service delivery. The role serves closely held businesses and high-net-worth individuals with tax planning, consulting, research, and compliance services. The Tax Manager is a primary client contact and trusted advisor, has full client responsibility, mentors and develops tax staff, manages engagement deadlines, and collaborates with firm leadership to support client and firm growth. The position reports directly to the Tax Partner and is based in Kirkland, Washington, with a hybrid work schedule.

The successful candidate will manage and review complex federal, state, and local returns for individuals, partnerships, S corporations, trusts, and other entities; maintain client relationships; guide staff; manage multiple engagements within deadlines and budgets; identify tax-planning opportunities; support business development; and stay current on tax laws, regulations, and industry trends. Other duties may be assigned by department managers.

Requirements

• 5 to 10 years of public accounting tax experience, including experience managing client engagements.
• Experience managing individual and entity client engagements.
• At least a 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 regulatory compliance.
• 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 in writing and verbally 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 client relationships as a trusted advisor and primary point of contact.
• Review work prepared by associates and seniors, providing technical guidance, coaching, and constructive feedback.
• Manage multiple engagements simultaneously and ensure they are completed accurately, on time, and within budget.
• Identify opportunities to improve client tax positions and support 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager