Tax Manager

Advysor•Dallas, TX

17h•Hybrid

About The Position

About the Company: Advysor is a modern, technology-focused business advisory CPA providing outsourced accounting and bookkeeping, tax, finance and fractional CFO, payroll, and HR services to growth-oriented companies across a wide range of industries and revenue sizes. We partner closely with business owners and leadership teams to deliver financial clarity, strategic insight, and scalable support that goes beyond traditional accounting. With over 10 years in business, we continue to invest in our people, processes, and technology to stay one step ahead of the curve as we grow our teams and service offerings. Our Core Values: Give a $hit – Be conscientious, thoughtful, and compassionate. Give back. Show generosity. Entrepreneurial – Be creative. Be willing to take chances. Be curious. Be solutions driven. Be a strategic thinker. Drive to get Better – Communicate with the team. Innovate and disrupt the status quo. Encourage healthy conflict with a purpose and be proactive. Like to Win – Do whatever it takes. Have a strong work ethic. Don’t be afraid of a challenge. Remain upbeat through adversity. Be consistent. Role Summary The Tax Manager is responsible for managing and delivering high-quality tax compliance, planning, and consulting services for a portfolio of clients. This role ensures accurate and timely filings while partnering closely with clients and internal teams to provide proactive tax guidance and identify tax-saving opportunities. The Tax Manager also plays a key role in developing team members, improving processes, and leveraging technology to support efficient, scalable service delivery. This role is hybrid (1-2 days in office). Why we need you!

Requirements

Active CPA license required
5+ years of tax-related experience in public accounting or a professional services environment
Prior experience in a Tax Manager or similar role with responsibility for managing client engagements
Strong technical knowledge of tax compliance, planning, and accounting across corporate, partnership, and individual returns
Experience managing and reviewing the work of tax staff and seniors
Proven ability to oversee tax compliance and ensure accurate, timely filings
Experience partnering directly with clients and providing proactive tax guidance
Working knowledge of tax workflow and document management systems (e.g. UltraTax and SafeSend)
Strong organizational, analytical, and problem-solving skills
Excellent written and verbal communication skills
Ability to manage multiple priorities and deadlines in a fast-paced environment

Responsibilities

Manage and review complex corporate, partnership, and individual tax returns, ensuring accurate and timely filings
Oversee tax compliance for a portfolio of clients, maintaining high standards of quality, organization, and responsiveness
Lead tax planning, projections, and estimates, including more complex planning engagements
Partner closely with clients to understand their business, provide proactive tax guidance, and identify tax-saving opportunities
Serve as a primary point of contact for assigned clients and help resolve issues as they arise
Mentor, develop, and review the work of tax staff and seniors, providing ongoing guidance and feedback
Collaborate with accounting and finance teams to deliver integrated client solutions
Develop, document, and implement best practices to improve tax processes and workflows
Lead or support tax-related software and technology enhancements to improve efficiency and scalability
Leverage technology to streamline work, reduce manual effort, and support consistent service delivery
Build and grow client relationships through excellent service and proactive communication
Maintain a business development mindset by identifying opportunities to expand services with existing clients
Demonstrate ownership, initiative, and sound judgment in managing work, deadlines, and client expectations