Tax Manager

ATLAS CPAs & Advisors PLLC•Plainview, TX

14d•Onsite

About The Position

CMMS CPAs & Advisors PLLC, an ATLAS Navigators Firm, seeks an experienced Tax Manager to join our Plainview team! This is an exciting opportunity to work with a collaborative and fast-growing CPA firm with offices across multiple states. The Tax Manager will serve as a trusted advisor to clients while also leading internal team members and helping shape the future of our practice. If you're a strategic thinker with a passion for leadership and client service, we’d love to hear from you.

Requirements

Strong technical knowledge of federal and state tax compliance for individuals, partnerships and corporations.
Ability to review complex tax returns and identify tax planning opportunities for clients.
Strong client relationship management skills with the ability to serve as a trusted advisor.
Excellent verbal and written communication skills, including the ability to explain complex tax matters to clients and team members.
Proven ability to manage multiple client engagements, competing priorities, and deadlines simultaneously.
Strong leadership, coaching, and team development skills.
Advanced analytical, problem solving, and critical thinking abilities.
Strong business judgement and ability to make sound decision in a fast-paced environment.
Proficiency with tax and accounting software including CCH and QuickBooks Online and Desktop.
Strong understanding of GAAP and tax-basis accounting principles.
Bachelor's degree in Accounting, Finance, or related field
Demonstrated progressive public accounting experience with increasing responsibility in tax preparation, tax review, client management, and staff development
Minimum 5 years of experience in a Tax Manager or equivalent leadership role within a public accounting firm.

Nice To Haves

Experience with CCH Axcess and QuickBooks preferred
CPA license, CPA eligibility, or active pursuit of CPA licensure preferred.

Responsibilities

Serve as the primary relationship manager for assigned clients, providing strategic guidance and ensuring exceptional customer service
Oversee the preparation and review of a wide range of tax returns including 1040, 1120, and 1065
Lead client engagements, manage workflow priorities, and oversee the allocation of work across team members
Develop and maintain trusted clients relationships while identifying proactive tax planning, estate planning, and advisory opportunities
Review accounting activities and financial information for assigned clients to ensure accuracy, completeness, and compliance.
Provide technical guidance and collaborate with team members on complex tax and accounting matters
Identify opportunities to expand client services and communicate recommendations, updates, and strategic insights effectively.
Monitor engagement profitability through billing oversight, WIP management, and effective project execution.
Coach, mentor, and develop team members while driving process improvement and operational efficiency
Contribute to the growth of the firm's advisory services, strategic initiatives, and overall practice development.