Tax Manager

We are seeking a skilled and relationship-driven **Tax Manager** who enjoys working closely with clients and supporting their long-term financial goals. In this role, you will develop a deep understanding of clients' personal and business objectives and deliver high-quality, consultative tax planning and compliance services. A key part of this position involves managing the preparation and review of individual income tax, trust, and gift tax returns. You will also oversee a portion of the Tax Services team, guiding both workflow and client-facing planning. **Key Responsibilities** + Lead a tax client service team responsible for compliance, planning, and client communication. + Conduct final review and sign-off of federal and state tax returns for individuals, corporations, partnerships, trusts, and estates. + Oversee tax projections, manage tax audits, and ensure accurate and timely filings. + Collaborate with the advisory team to support comprehensive tax planning. + Provide client support through calls, emails, and participation in client meetings. + Perform technical tax research and stay current with relevant regulations and guidance. **Qualifications** + Bachelor's degree in Accounting and active CPA required; Master's in Taxation or JD preferred. + 4+ years of experience with complex individual income tax compliance; trust, estate, gift, and partnership experience required. + Strong analytical skills with experience in data collection and evaluation. + Proficiency with Microsoft Office, Adobe Acrobat, and the ability to learn new software quickly (e.g., Salesforce, tax research tools). + Experience with CCH Axcess Tax and BNA Tax Planner preferred. + Strong research capabilities and working knowledge of the Internal Revenue Code and related regulations. + Ability to manage multiple projects and deadlines in a fast-paced environment. + Excellent verbal communication skills and the ability to work collaboratively with a team. **Work Environment** This is a full-time, exempt, in-office role within a flexible and supportive work environment. We prioritize collaboration, continuous learning, and a culture where team members feel valued and empowered. We are committed to fostering an inclusive, respectful, and equitable workplace where team members can show up authentically. Our team works hard, supports one another, engages in community impact, and maintains a fun, positive environment. We offer competitive compensation, comprehensive benefits, a strong team culture, and meaningful opportunities for professional growth. **Pay Details:** $110,000.00 to $115,000.00 per year Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: + The California Fair Chance Act + Los Angeles City Fair Chance Ordinance + Los Angeles County Fair Chance Ordinance for Employers + San Francisco Fair Chance Ordinance **Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.