Tax Manager – Individual & Business Tax (Generalist)

Sweeney Conrad•Kirkland, WA

4d•Hybrid

About The Position

The Tax Manager leads federal and state tax compliance and advisory services, with a primary focus on individuals, including high-net-worth clients and business owners. The role emphasizes complex individual tax returns and year-round planning, helping clients understand how their income, investments, and business interests affect their overall tax position. The Tax Manager oversees the preparation, review, and delivery of individual tax returns and related planning engagements, while also managing business and entity tax engagements across a broader client portfolio. The position supervises and develops staff and senior associates, manages engagement timelines and budgets, and coordinates individual and entity tax matters with CAAS, Audit, and Advisory teams. Strong technical judgment, client communication, and project management skills are essential. The role reports to the Tax Partner and is based in Kirkland, Washington, with a hybrid work schedule.

Requirements

Minimum bachelor's degree in Accounting or Taxation.
Active CPA license or Enrolled Agent (EA) credential.
5 to 10 years of public accounting tax experience, including substantial experience managing and reviewing complex individual tax engagements and demonstrated experience with business and entity tax returns.
Strong technical expertise in individual taxation and Form 1040 review, with proficiency reviewing Forms 1120-S, 1065, 1120, and 1041 and related federal and state filings.
Experience serving high-net-worth individuals and business owners, including clients with complex investment portfolios, rental activities, and pass-through interests.
Ability to critically review tax returns and workpapers, identify planning opportunities, and clearly communicate individual tax considerations.
Working knowledge of corporate, partnership, and trust taxation and the ability to connect entity-level activity with individual owner and beneficiary tax reporting.
Demonstrated experience managing multiple tasks and organizing and prioritizing 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.

Nice To Haves

Proficiency in Microsoft Office Suite and CCH products.
Experience with trusts and estates, real estate activities, or complex investment and pass-through reporting.
Master’s degree in Taxation or Accounting.

Responsibilities

Manage a portfolio weighted toward individual federal and state tax compliance and planning, while overseeing business and entity tax engagements from planning through completion.
Develop and maintain relationships with individuals, high-net-worth clients, and business owners, serving as a trusted advisor and primary point of contact.
Review complex individual income tax returns and related workpapers, including investment income, capital gains and losses, rental activities, pass-through income, and applicable federal and state reporting.
Review S corporation, partnership, C corporation, and trust tax returns and coordinate related owner and beneficiary reporting, including income, basis, and distributions.
Manage multiple engagements simultaneously, ensuring projects are completed accurately, on time, and within budget.
Provide proactive individual tax planning, including income and deduction timing, estimated tax payments, withholding, and tax implications of investment, retirement, and business decisions.
Contribute to business development by identifying opportunities within existing client relationships and supporting prospective client initiatives.
Stay current on changes in tax laws, regulations, and industry trends to ensure compliance and provide proactive guidance.
Supervise, train, and mentor staff and senior associates.
Assign work, establish timelines, monitor budgets, and manage engagement workflow.
Perform other duties as assigned by department managers.