We are seeking an experienced and client-focused Tax Manager with a strong background in small to mid-sized CPA firm environments. This individual will play a key role in managing client relationships, reviewing complex tax engagements, and leading a team of tax professionals.
In addition to oversight responsibilities, this role is hands-on and will require active involvement in tax preparation, accounting, and client deliverables. The ideal candidate is both technically strong and people-oriented, with a proven ability to mentor staff while also rolling up their sleeves to support client work in a fast-paced, collaborative environment.
Key Responsibilities
Manage a portfolio of individual, corporate, partnership, and trust clients, serving as the primary point of contact
Review and finalize federal and state tax returns, ensuring accuracy, compliance, and adherence to deadlines
Prepare complex tax returns and assist with accounting and payroll engagements as needed
Provide strategic tax planning and advisory services tailored to client needs
Oversee and participate in the preparation of tax provisions and financial reporting related to tax matters
Supervise, train, and mentor junior staff and senior accountants, fostering professional development and team growth
Manage workflow, delegation, and project timelines across multiple engagements
Balance hands-on client work with review responsibilities, similar to a partner-level “player-coach” model
Stay current on tax laws and regulations, advising clients and internal teams on relevant changes
Assist with practice development, including identifying opportunities for additional services within existing client relationships
Ensure adherence to firm policies, procedures, and quality control standards
What Success Looks Like
Clients receive proactive, accurate, and timely tax guidance
Engagements are completed efficiently with minimal rework
Work is effectively balanced between personal production and team oversight
Team members are supported, developed, and retained
Strong internal collaboration and a positive team culture
Aligned Solutions is dedicated to the highest quality of staffing and recruiting delivered with sincerity, authenticity, and pride.
We specialize in the interim and direct hire placement of Accounting, Administrative, Executive, Human Resources, and Information Technology.
