Tax & Client Advisory Manager

Role Overview
The Manager will gain hands-on experience across a wide range of accounting and tax functions, with a primary focus on preparing individual and business tax returns. In addition to tax work, this role offers meaningful exposure to bookkeeping, payroll, client interactions, and process optimization. It is designed for professionals who want to deepen their technical expertise while building a well-rounded foundation in practice management. This is an excellent opportunity for someone eager to take ownership, develop a versatile skill set, and grow their career in a dynamic, supportive environment.

Key Responsibilities

Management

• Manage a team of 3 employees and key vendor relationships
• Develop external relationships with wealth managers, attorneys, and business leaders

Tax

• Review individual, partnership, S corporation, and C corporation tax returns
• Conduct tax research to address client-specific issues and ensure compliance with current federal, state, and local regulations
• Assist with year-end tax planning, including projections and strategies to optimize client tax positions
• Support IRS and state correspondence, including drafting responses and gathering documentation for audits or notices
• Participate in developing and implementing process improvements to enhance accuracy, efficiency, and the overall client experience
• Stay current with tax law updates and contribute to team knowledge-sharing sessions

Accounting for Small Businesses

• Support the team with monthly bookkeeping and reconciliations
• Act as a key leader in the company’s monthly accounting transformation
• Help clients streamline operations through the setup and use of QuickBooks and other accounting technology platforms
• Collaborate with clients on day-to-day accounting matters, providing timely insights and recommendations
• Assist with client benefit setup, including 401(k) and insurance programs
• Prepare and deliver clear, actionable monthly financial summaries to clients

Integration

• Support the integration of acquired CPA firms, including alignment of accounting, payroll, bill pay, and tax systems
• Research and share best practices across firm locations to drive consistency and efficiency
• Partner with colleagues to identify opportunities for system improvements and standardization

Qualifications

• Bachelor’s degree in Accounting
• CPA
• Strong organizational and time management skills
• Effective verbal and written communication skills
• Proficient in Microsoft Excel and QuickBooks
• Proficient in CCH and/or Drake preferred
• Self-motivated with a problem-solving mindset and a desire to learn
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment