Tax & Advisory Services Manager — Client Accounting Lead

Whitman Advisory Job Community; Norman (OK); On-site; USD 110,000 - 180,000; Full time

Job summary

Whitman Advisory Job Community in Norman, OK seeks an experienced Tax & Advisory Services Manager to join its growing professional services team onsite. The role entails managing tax engagements for individuals and entities, and providing CAS oversight, monthly/quarterly reporting, and client advisory services.

You will mentor staff, improve internal processes, and support growth of the firm's tax and advisory practice through strong client relationships and proactive engagement management.

Qualifications

• Bachelor's degree in Accounting or a related field.
• CPA license preferred.
• Minimum of 5 years of progressive public accounting experience.
• Strong knowledge of federal, state, and local tax regulations.
• Experience with Client Accounting Services (CAS), including bookkeeping oversight and financial reporting.
• Excellent written and verbal communication skills.
• Proficiency with professional tax preparation and accounting software.

Responsibilities

• Manage and oversee tax engagements for individuals, partnerships, corporations, and other business entities.
• Provide Client Accounting Services (CAS), including oversight of client bookkeeping, monthly and quarterly financial reporting, general ledger maintenance, and financial statement preparation.
• Review complex tax returns, ensuring accuracy and compliance with applicable federal, state, and local tax regulations.
• Provide tax planning, consulting, and advisory services to clients, identifying opportunities to improve financial and tax outcomes.
• Oversee accounting operations and financial reporting for assigned clients, ensuring accurate and timely deliverables.
• Develop and maintain strong client relationships, serving as a trusted advisor and primary point of contact.
• Supervise, mentor, and develop tax and accounting staff, providing guidance and reviewing work.
• Coordinate engagement timelines, budgets, resource allocation, and workflow to ensure efficient delivery.
• Research complex tax and accounting issues and provide practical recommendations to clients and internal teams.
• Identify opportunities to expand client relationships and contribute to business development initiatives.
• Collaborate with other professionals across the firm to deliver comprehensive tax, accounting, and advisory solutions.

Skills

Client relationship management

Tax planning

Leadership

Education

Bachelor's degree in Accounting or related field

Tools

CPA license preferred

Job description

Whitman Advisory Job Community in Norman, OK seeks an experienced Tax & Advisory Services Manager to join its growing professional services team onsite. The role entails managing tax engagements for individuals and entities, and providing CAS oversight, monthly/quarterly reporting, and client advisory services.

You will mentor staff, improve internal processes, and support growth of the firm's tax and advisory practice through strong client relationships and proactive engagement management.