Tax & Accounting Advisory Manager

RWM & Company; Wormleysburg (Cumberland County); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

PTO

Retirement plan with company auto-con

Job summary

RWM & Company is seeking a Tax & Accounting Advisory Manager to lead a portfolio of business owners and high-net-worth individuals, blending Tax Advisory Services with Client Accounting Advisory Services. The role emphasizes hands-on technical work, leadership, and strategic client service.

You will work in a hybrid setting with two days per week in our New Bloomfield and Wormleysburg offices, advancing AI-enabled workflows while maintaining rigorous professional judgment.

Qualifications

• At least five years of public accounting experience across tax and accounting advisory and a bachelor’s degree in accounting, finance, or related field.
• CPA strongly preferred; EA or advanced tax credential (JD or LLM) considered for the right candidate.
• Strong command of complex individual and pass-through returns (1040, 1120-S, and 1065) with experience advising closely held businesses and high-income owners.
• Experience in client accounting advisory or controller-level work is a plus.
• Leadership and ability to coach preparers and manage client relationships.

Responsibilities

• Own a portfolio of tax and advisory clients and build year-round relationships with business owners and high-net-worth individuals.
• Lead conversations on tax planning, accounting strategy, and implementation with clear recommendations on entity structure and timing.
• Deliver senior-level production and review of complex work, including returns and financial statements.
• Help build an AI-enabled firm by using tools like QuickBooks Online, UltraTax, and AI workflows while maintaining professional judgment.
• Coach and develop the team, making reviews a learning process and upholding company values.

Skills

Public accounting experience

Tax advisory

Team leadership

Client relationship management

Technology mindset

Education

Bachelor's degree in accounting, finance, or related field

CPA preferred

EA or advanced tax credential (JD or LLM) considered

Tools

QuickBooks Online

UltraTax

Qount

Microsoft 365

Job description

At RWM & Company, people matter most. We're a growing advisory and tax firm looking for a Tax & Accounting Advisory Manager with a strong background in both tax and accounting advisory, and a genuine interest in using AI and technology to deliver exceptional client service. Internally, we call this seat our Client Manager.

Why This Role, Why Now

RWM & Company has served business owners in central Pennsylvania since 1981. We are building an advisory-first firm around proactive tax strategy, practical accounting insight, and a client experience that helps owners make better decisions throughout the year.

We are also investing in AI and automation across tax document workflows, bookkeeping, planning, and quality control. Our aim is to give our people more time for judgment, strategy, and relationships. As Tax & Accounting Advisory Manager, you will lead a portfolio of business owners and high-net-worth individuals, combining Tax Advisory Services (TAS) and Client Accounting Advisory Services (CAAS) with hands-on technical work and team development. You will also take on senior production and review work currently handled by the President. That level of trust makes this one of the clearest paths to expanded leadership in the firm.

Who We're Looking For

You enjoy being the advisor a client calls before making a consequential decision. You can translate complex tax and financial information into clear recommendations, follow through on implementation, and use technology thoughtfully to improve the work and the client experience.

Your background:

• Public accounting and credentials. At least five years of public accounting experience across tax and accounting advisory; a bachelor's degree in accounting, finance, or a related field. CPA strongly preferred; EA or an advanced tax credential (JD or LLM) considered for the right candidate.
• Tax depth. Strong command of complex individual and pass-through returns (1040, 1120-S, and 1065), with experience advising closely held businesses and high-income owners. You have worked on planning issues such as entity structure, owner compensation, projections, retirement, depreciation, basis, and distributions.
• Accounting advisory. You can evaluate books and financial statements, identify issues, and turn the numbers into useful guidance. Client accounting advisory or controller-level experience is a plus.
• Client and team leadership. You have owned client relationships, led advisory conversations, reviewed technical work, and coached preparers with clear, constructive feedback.
• Technology mindset. You are comfortable with QuickBooks Online and modern workflow tools, and interested in using AI and automation responsibly while keeping professional judgment at the center of the work.

What You'll Actually Do

The role spans four areas. The mix will evolve over time, with more hands-on production early and more portfolio leadership as you grow in the seat.

Own a portfolio of tax and advisory clients

• Build year-round relationships. Serve business owners and high-net-worth individuals in trades, real estate, healthcare, and professional services as a trusted advisor beyond filing season.
• Lead the conversation and follow-through. Run meetings on tax planning, accounting strategy, and implementation; give clear recommendations on entity structure, timing, compensation, and related decisions.

Deliver senior-level production and review

• Prepare and review complex work. Handle individual, S corporation, and partnership returns and financial statements while maintaining high technical and service standards.
• Own the outcome. Connect sound analysis, a clear recommendation, and timely delivery so clients know what to do next.

Help build the AI-enabled firm

• Use and improve our tools. Work with QuickBooks Online, UltraTax, Qount, Microsoft 365, and emerging AI tools across document workflows, bookkeeping, planning, and quality control.
• Apply judgment to automation. Find repeatable tasks that tools can simplify, help shape useful workflows, and protect the areas that require human review and client-specific advice.

Coach and develop the team

• Make review a learning process. Explain the reasoning behind your feedback and help junior staff build technical skill and confidence.
• Model our values. Bring our core values of Gratitude, Rise, Excellence, Accountability, and Teamwork to interactions with clients and colleagues.

What We Offer

• Compensation. $100,000-$135,000 base salary plus performance incentive.
• Benefits and development. Medical, dental, and vision insurance; generous PTO; a retirement plan with company contributions; and continuing education and career development support.
• Meaningful advisory work. A portfolio of clients who need year-round tax and accounting guidance, with room to expand your leadership as you grow.
• A modern team. An opportunity to shape practical AI and automation tools while working with colleagues who value excellent service and sound professional judgment.

What to Expect

This is a client-facing leadership role that also includes direct preparation and review, especially at the start. Public accounting has seasonal peaks, and we work to plan and support the team through them. We welcome curiosity about AI and expect every tool-assisted result to receive the same careful professional review as any other work. The position is hybrid, with at least two days a week in our New Bloomfield and/or Wormleysburg office.

About RWM & Company

Founded in 1981, RWM & Company serves business owners across central Pennsylvania and Maryland with a team of about 40 professionals. Our work focuses on tax reduction, business advisory, and simpler back-office operations for owners in the trades, real estate, healthcare, and professional services.

Our core values are Gratitude (focus on the good and be thankful every day), Rise (strive for excellence and take ownership), Excellence (deliver customer bliss through superior service), Accountability (own our words, actions, and results), and Teamwork (together we are stronger). People matter most in how we serve clients and work together.

RWM & Company is an equal opportunity employer. We consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.