Tax & Advisory Manager — Lead Clients & Teams (ESOP)

Whitman Advisory Job Community; Oklahoma City (OK); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

ESOP

Health, Dental, Vision, Life Insurance

Paid holidays & vacation

Collaborative, employee-focused work环境

Job summary

Whitman Advisory Job Community is seeking a Tax & Advisory Services Manager to join its leadership team in Oklahoma City. The role focuses on guiding clients with strategic tax planning, mentoring staff, and growing the firm’s advisory footprint.

The candidate will oversee tax compliance and planning across industries, review filings, and drive business development within an employee-owned organization. A CPA and 5+ years of experience are required.

Qualifications

• Active CPA license required.
• Minimum of 5 years of public accounting or relevant tax experience, including corporate, partnership, trust, and individual returns.
• Supervisory or team leadership experience.
• Strong knowledge of federal and state taxation, tax compliance, and tax planning.
• Excellent communication, analytical, and problem-solving skills.
• Ability to manage multiple engagements, deadlines, and client relationships.
• Commitment to client service, collaboration, and professional development.
• Interest in business development and growth for the firm.

Responsibilities

• Lead and oversee tax compliance, planning, and advisory engagements across industries.
• Review complex federal and state returns for corporate, partnership, trust, and individuals.
• Provide proactive tax planning strategies and client advisory services.
• Conduct technical tax research and guidance on complex matters.
• Serve as trusted advisor and develop long-term client relationships.
• Supervise, coach, and mentor tax professionals; foster career growth.
• Participate in leadership discussions and process improvements.
• Identify opportunities to expand client relationships and new business.

Skills

CPA license

5+ years public accounting

Leadership experience

Tax knowledge

Communication

Problem solving

Client service & development

Education

CPA license

Job description

Whitman Advisory Job Community is seeking a Tax & Advisory Services Manager to join its leadership team in Oklahoma City. The role focuses on guiding clients with strategic tax planning, mentoring staff, and growing the firm’s advisory footprint.

The candidate will oversee tax compliance and planning across industries, review filings, and drive business development within an employee-owned organization. A CPA and 5+ years of experience are required.