Tax Engagement Manager: Complex Returns & Strategy

Beasley, Mitchell, & Co; Green Valley (AZ); On-site; USD 110,000 - 180,000; Full time

Job summary

Beasley, Mitchell, & Co. is seeking an experienced tax professional to oversee engagement planning, review, and client relations. The role focuses on compliance, planning, and research across individual, trust, partnership, and corporate returns.

You will manage billing, realization, and collections while mentoring staff and developing business with clients. Strong communication and deadline discipline are essential.

Qualifications

• Bachelor's degree in accounting or related field.
• 5-7 years' experience in public accounting tax, preferred.
• Experience preparing individual and business tax returns.
• Specialty designation or certification preferred.

Responsibilities

• Prepare all tax compliance, help with audits, and respond to tax letters.
• Serve as the primary engagement manager with billing, realization, and collections.
• Leverage technology and resources to maximize efficiency on projects.
• Determine tax objectives, scope, and methodology with clients.
• Manage client engagements in individual taxation, trusts, partnerships, corporations, and related taxes.
• Develop and execute a business development plan including networking and client expansion.
• Prepare and review complex tax returns; manage projects.
• Research complex tax matters and develop solutions.
• Represent clients regarding tax notices and audits.
• Monitor developments in tax legislation.
• Prepare internal memoranda and IRS submissions.
• Train and mentor staff within specialty area.

Skills

Interpersonal skills

Oral communication

Analytical skills

Time management

Client service

Leadership

Attention to detail

Education

Bachelor's degree in accounting

EA/CFE/ABV/QB Specialist (preferred)

Tools

Tax software

MS Office

Job description

Beasley, Mitchell, & Co. is seeking an experienced tax professional to oversee engagement planning, review, and client relations. The role focuses on compliance, planning, and research across individual, trust, partnership, and corporate returns.

You will manage billing, realization, and collections while mentoring staff and developing business with clients. Strong communication and deadline discipline are essential.