Manager, Small Business Advisory

Jobtailor; Horsham (PA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a tax professional at the manager level in Horsham, PA, to lead tax planning, return review, and client service. You will coordinate multiple complex engagements, mentor staff, and expand the client base through industry networking.

The role requires strong knowledge of federal, state, and local tax laws, plus experience in public accounting. Collaboration with Audit, Tax Strategies, and Technology teams is essential for delivering high-quality client deliverables.

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• CPA or equivalent certification preferred.
• 6-8 years of recent tax experience in public accounting.
• Demonstrated ability to function at the manager level.
• Strong working knowledge of federal, state and local tax laws and regulations.
• Proven progression in tax return complexity, scope, and research.
• Experience representing clients before tax authorities helpful.
• Ability to manage multiple tax projects and clients while developing staff and building teams.
• Positive attitude, good communication skills, and willingness to learn.
• Ability to understand the big picture quickly, identify key issues, prioritize analysis/output among competing tasks, and meet deadlines.
• Applicants with a background exclusively in government agencies such as the IRS are not being considered.

Responsibilities

• Develop and manage positive working relationships with clients and collaborate with Audit & Accounting, Tax Strategies, Transaction Advisory & Business Valuation, and Technology Solutions practices
• Coordinate concurrent tax projects for leading companies
• Address significant accounting matters and prepare client deliverables
• Schedule team members and mentor staff
• Implement new processes to maintain market leadership
• Serve as a formal career counselor for a small group of team members
• Grow the client base through specialized industry groups, personal networking, and identifying new business opportunities
• Review clients’ tax returns and perform tax planning and research
• Handle audits with federal and state/local governmental agencies and related notices
• Review and analyze complex tax returns across entity types and client structures
• Make decisions on all but the most unusual situations

Skills

Tax Planning

Tax Research

Tax Return Review

Audit Handling

Project Management

Education

Bachelor's degree in Accounting/Finance

CPA certification

Job description

• Develop and manage positive working relationships with clients and collaborate with Audit & Accounting, Tax Strategies, Transaction Advisory & Business Valuation, and Technology Solutions practices
• Coordinate concurrent tax projects for leading companies
• Address significant accounting matters and prepare client deliverables
• Schedule team members and mentor staff
• Implement new processes to maintain market leadership
• Serve as a formal career counselor for a small group of team members
• Grow the client base through specialized industry groups, personal networking, and identifying new business opportunities
• Review clients’ tax returns and perform tax planning and research
• Handle audits with federal and state/local governmental agencies and related notices
• Review and analyze complex tax returns across entity types and client structures
• Make decisions on all but the most unusual situations

Requirements

• Bachelor's degree in Accounting, Finance or related field
• CPA or equivalent certification preferred
• 6-8 years of recent tax experience in public accounting
• Demonstrated ability to function at the manager level
• Strong working knowledge of federal, state and local tax laws and regulations
• Proven progression in tax return complexity, scope, and research
• Experience representing clients before tax authorities helpful
• Strong commitment to excellence, client service, and professional growth
• Ability to manage multiple tax projects and clients while developing/training staff and building teams
• Positive attitude, good communication skills, and willingness to learn
• Ability to understand the big picture quickly, identify key issues, prioritize analysis/output among competing tasks, and meet deadlines
• Applicants with a background exclusively in government agencies such as the IRS are not being considered

Core Competencies

Demonstrates expertise in tax planning, compliance, and client relationship management, with a strong foundation in federal, state, and local tax laws. Proven ability to mentor staff, manage multiple projects, and deliver high-quality client service.

Highest-signal resume keywords

• Bachelor's Degree In Accounting
• CPA Certification
• 6-8 Years Tax Experience In Public Accounting
• Strong Knowledge Of Tax Laws And Regulations
• Client Representation Before Tax Authorities

ATS Optimization Keywords

Hard Skills

• Tax Planning
• Tax Research
• Tax Return Review
• Audit Handling
• Project Management

Soft Skills

• Positive Attitude
• Good Communication Skills
• Mentoring
• Team Building

Certifications & Qualifications

• CPA

Industry Keywords

• Public Accounting
• Client Deliverables
• Tax Authorities
• Federal Tax Laws
• State Tax Laws
• Local Tax Laws