Tax Manager (Pass-Through Entities & Closely Held Businesses)

About This Role

The Tax Manager will lead comprehensive tax consulting and compliance services for closely held businesses and pass-through entities. This role involves advising business owners, executives, and finance leaders on complex tax matters and strategic planning initiatives, sitting within the broader tax practice supporting clients with sophisticated needs.

Responsibilities

• Conduct and oversee tax research to support client positions, address technical issues, and identify proactive planning opportunities
• Partner directly with clients and internal engagement teams to advise on a wide range of tax compliance and consulting matters
• Manage and review tax compliance and planning processes, ensuring accuracy, effective implementation of tax strategies, and strong client relationships
• Serve as a primary point of contact for clients, developing trusted advisor relationships with business owners and leadership teams
• Lead, train, and mentor interns and staff, fostering professional development within a collaborative, high-performing team environment
• Coordinate multiple client engagements simultaneously while maintaining quality standards and meeting critical deadlines
• Contribute to firm initiatives, including client development efforts, process improvements, and delivering an exceptional client experience

Requirements

• Bachelor’s degree in Accounting
• Minimum of 5 years of experience in public accounting and/or a public/corporate mix
• Active CPA license
• Strong technical, analytical, and communication skills
• Proven leadership and project management experience
• Demonstrated commitment to exceptional client service and long-term relationship building

Qualifications

• Bachelor’s degree in Accounting required; Master’s in Taxation preferred
• Minimum of 5 years of experience in public accounting and/or a public/corporate mix

Nice to Have

• Master’s in Taxation
• Big Four or large regional CPA firm experience
• Experience serving pass-through entities and closely held businesses

Benefits

Certifications