Tax Manager

L.K. Jordan & Associates; Corpus Christi (TX); On-site; USD 105,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Health, life, and disability insurance

Retirement plan with company match

PTO and holidays

Job summary

LK Jordan seeks an experienced Federal Tax Manager to lead the tax team, supervise returns, and deliver high-quality service to clients. The role requires five plus years in accounting and strong expertise in federal tax filings for individuals, businesses, fiduciaries, and estates.

You will mentor staff, review work, and communicate with clients while reporting to firm principals. This position offers a clear path to shareholder status, competitive compensation, and a robust benefits package in

Qualifications

• Bachelor’s degree in Accounting is required.
• CPA or EA designation is required.
• Minimum five years in public accounting with supervisory or review experience.
• Proficiency in federal tax regulations and compliance standards.
• PTIN eligibility is preferred.
• Experience with ProSystem fx Tax and Engagement software is preferred.
• Strong Excel, Word, and Outlook skills.
• Excellent communication and organizational abilities.
• Bilingual English/Spanish is a plus.

Responsibilities

• Lead and develop tax preparers; supervise workflow and schedules.
• Oversee preparation and review of complex returns; ensure accuracy and deadlines.
• Maintain client relationships and provide proactive tax planning.
• Address IRS/state notices; stay updated on tax code changes.
• Support firm leadership and contribute to continuous improvement.

Skills

Leadership

Communication

Bilingual English/Spanish

Excel proficiency

Education

Bachelor’s degree in Accounting

CPA or Enrolled Agent (EA)

Public accounting experience 5+ years

Tools

ProSystem fx Tax

Engagement software

Job description

Job Summary We are seeking an experienced and detail-oriented Federal Tax Manager to join our team. The ideal candidate has a strong background in accounting and at least five years of experience preparing individual, business, and fiduciary income tax returns, as well as federal estate tax returns. This role requires at least one year of experience reviewing tax returns prepared by staff and responding to IRS correspondence. The successful candidate will have strong technical knowledge, excellent organizational skills, and a proactive approach to client service. You will work closely with clients and staff members and report directly to the firm principals. This position offers a clear path to shareholder status within our firm.

Key Responsibilities

• Team Leadership and Development: Manage workflow and scheduling for tax preparers, train and mentor staff, and collaborate with principals to set performance expectations.
• Tax Return Preparation and Review: Oversee and review tax returns prepared by staff, provide feedback for performance improvement, prepare complex tax returns, ensure accuracy and timely filing, and monitor deadlines using practice management software.
• Client Relationships and Project Management: Communicate directly with clients to gather information, resolve discrepancies, and provide proactive tax planning opportunities; maintain strong client relationships.
• Tax Compliance and Research: Demonstrate advanced knowledge of current tax codes, stay informed about changes in tax laws, participate in continuing education, and provide guidance to clients regarding IRS or state notices.
• Firm Support: Perform additional duties as necessary to ensure quality service delivery and continuous improvement of the tax team.

Qualifications

• Bachelor’s degree in Accounting (required).
• Certified Public Accountant (CPA) or Enrolled Agent (EA) designation (required).
• Minimum of five years of public accounting experience with at least one year in a supervisory or review capacity.
• Proficiency in federal tax regulations and compliance standards.
• Eligible to hold a Preparer Tax Identification Number (PTIN).
• Experience with CCH ProSystem fx Tax and Engagement software (preferred).
• Advanced skills in Microsoft Excel, Word, and Outlook.
• Familiarity with QuickBooks and other small business accounting platforms.
• Strong analytical, organizational, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Bilingual (English/Spanish) communication skills are a plus.

Why Join Us?

We value our team and are committed to fostering a supportive, growth-oriented environment.

We offer:

• Competitive salary $110K plus commensurate with experience, education, and credentials.
• Comprehensive health, life, and short-term disability insurance.
• Retirement plan with company match.
• Eight paid holidays and five weeks of PTO (accrued monthly).
• Flexible spending and dependent care plans.
• Ongoing professional development and advancement opportunities.

LK Jordan is an equal opportunity employer.