Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Tax Manager

  • Job Tag: #LI-NA1
  • Posted: August 25,2022

Are you looking for more work life balance? This small CPA firm is the right fit for you! They operate on the EOS model and employee well being inside and outside of work in their TOP priority. 


  • Provide compliance and consulting services to high-net-worth individuals and their private businesses and/or investment entities.
  • Perform technical review of complex individual, partnership, S-corp, corp and state tax returns
  • Manage client engagements, risk management, billing, and engagement profitability for owned client engagements
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
  • Be a technical resource, sounding board, and example for other members of the tax team by staying up to date on trends, developments, and the changing tax landscape.
  • Support the growth and professional development of yourself, and your teammates, by participating in Company sponsored trainings, CPE courses, internal committees, and mentorship opportunities.
  • Train, mentor, and supervise staff.

Desired Skills and Experience

  • Bachelor’s degree in accounting or related field of study or Master’s degree in taxation
  • CPA or EA preferred
  • Five (5)+ years’ experience in tax return review and planning for wealthy individuals including their family members, investment entities, and private businesses. This includes strong experience in personal taxation, partnership taxation, and corporate taxation.

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