Tax Manager

Lumsden & McCormick, LLP; Buffalo (NY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Lumsden & McCormick, LLP is seeking a Tax Manager to lead tax engagements, ensure compliance, and provide advisory services. You will develop and coach staff while maintaining strong client relationships and contributing to practice development.

The role emphasizes delivering value-added planning ideas, managing risk, and expanding services to existing clients. A CPA license and 5+ years of tax experience are required.

Qualifications

• Minimum 5 years of relevant tax experience including technical tax consulting, research, and planning strategies.
• Minimum 2 years supervising multiple direct reports and reviewing their work product.
• Active CPA license.
• Proven ability to deliver exceptional client service and maintain strong client relationships.
• Strong project management, organizational, and time management skills.
• Excellent verbal and written communication skills.

Responsibilities

• Manage all phases of client engagements including tax compliance and advisory services.
• Develop and coach professional staff and maintain strong client relationships.
• Deliver value-added planning ideas to clients and expand service offerings.
• Attract and serve new clients and help recruit and retain team members.
• Manage firm risk on tax services.

Skills

Tax experience

Team supervision

CPA license

Client service

Project management

Communication skills

Job description

The Tax Manager is responsible for all phases of client engagements including management of tax compliance, tax advisory services, and developing and coaching professional staff. The Tax Manager is expected to deliver exceptional client service, develop and maintain strong client relationships, participate in the firm’s practice development efforts by assisting with attracting and serving new clients, expand services to existing clients, and help recruit and retain additional team members. Candidates need to understand and manage firm risk on tax servicesperformed,review various types of complex tax returns, continuously grow their technical knowledge, and deliver value-added planning ideas to clients.

Experience

• Minimum of 5 years of relevant tax experience including technical tax consulting, research, and implementation of planning strategies
• Minimum of 2 years of experience supervising multiple direct reports and reviewing their work product
• Active CPA license
• Proven ability to deliver exceptional client service and maintain strong client relationships
• Strong project management, organizational, and time management skills
• Excellent verbal and written communication skills

We offer a comprehensive benefits package designed to support your health, financial well-being, and professional growth, including:

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA) for medical and dependent care expenses
• 401(k) with firm contributions and profit sharing
• Paid time off and paid holidays
• Professional development and continuing education support
• Flexible work arrangements, including hybrid and remote opportunities for eligible positions
• Additional benefits, including life insurance, wellness offerings, and more

Our firm prides itself on fostering a collaborative and supportive work environment. We value diversity, professional growth, and a commitment to excellence. As a Tax Manager, you will be an essential part of our mission to provide exceptional service to our clients.

We look forward to welcoming a new team member who is dedicated to making a positive impact on our clients and our firm.