Tax Manager

Avance Consulting; Erie (CO); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Paid time off well above market

Hybrid schedule with three days per in

Ownership potential

Job summary

Avance Consulting in Erie, CO is seeking a Tax Manager to lead our local office, manage a growing client portfolio, and drive technology-enabled improvements in tax services.

This hands-on leadership role offers autonomy, uncapped incentives, and a path toward ownership potential. You will oversee tax returns, mentoring staff, and coordinate with a virtual support team while embracing AI-driven workflows.

Qualifications

• CPA or EA in good standing.
• Experience with Form 1040, 1120-S, and 1065, including multi-state returns.
• Proficiency with ATX, UltraTax, or another professional tax software.
• Previous experience managing people or readiness to step into a leadership role.
• Strong client relationship management, organizational, and problem-solving skills.

Responsibilities

• Lead day-to-day operations of the Erie office, including workflow, deadlines, and seasonal planning.
• Review and approve individual and business tax returns, ensuring accuracy and compliance.
• Manage and develop client relationships, support retention, and identify opportunities for portfolio growth.
• Oversee hiring, training, mentoring, and performance development of staff.
• Coordinate with remote team members to manage workloads and maintain service standards.
• Improve tax preparation and review processes through technology, automation, and AI-enabled tools.
• Help evaluate and select technology solutions that improve efficiency and client service.
• Take ownership of office performance, team development, and client satisfaction.

Skills

Leadership

Client relationships

Problem solving

Strategic thinking

Education

CPA or EA credential

Tools

ATX

UltraTax

Job description

Base Salary: $125,000–$150,000 + Uncapped Performance-Based Incentives

About the Opportunity

Ready to move beyond traditional tax management and take ownership of an office, a client portfolio, and your earning potential?

We are seeking an ambitious Tax Manager to lead our Erie, CO office, serving business owners and high-income individuals. With an established client base and a virtual support team, this role offers the opportunity to lead office operations, develop a team, strengthen client relationships, and influence the future of the practice.

This is a hands-on leadership position with meaningful autonomy, performance-based compensation, and the opportunity to help shape the firm's technology and process improvements.

Key Responsibilities

• Lead day-to-day operations of the Erie office, including workflow, deadlines, and seasonal planning.
• Review and approve individual and business tax returns, ensuring accuracy, quality, and compliance.
• Manage and develop client relationships, support retention, and identify opportunities for portfolio growth.
• Oversee hiring, training, mentoring, and performance development of staff.
• Coordinate with remote team members to manage workloads and maintain service standards.
• Improve tax preparation and review processes through technology, automation, and AI-enabled tools.
• Help evaluate and select technology solutions that improve efficiency and client service.
• Take ownership of office performance, team development, and client satisfaction.

Required Qualifications

• Active CPA or Enrolled Agent (EA) credential in good standing.
• Strong tax preparation and review experience across Forms 1040, 1120-S, and 1065, including multi-state returns.
• Proficiency with ATX, UltraTax, or another professional tax software package.
• Previous experience managing people or demonstrated readiness to step into a leadership role.
• Strong client relationship management, organizational, and problem-solving skills.
• Ability to lead and collaborate effectively with in-office and virtual teams.
• Interest in AI, automation, and technology-driven improvements in tax services.
• Base salary: $125,000–$150,000, depending on experience and qualifications.
• Uncapped production-based bonuses and incentives tied to performance.
• Health insurance.
• Paid time off well above market standards, with an emphasis on taking time away from work.
• Hybrid schedule with three days per week in the Erie office.
• Significant autonomy to lead the office, build the team, and influence operational decisions.
• Opportunity to discuss a potential ownership path based on demonstrated leadership and performance.

Why Consider This Role?

Take the next step in your tax career with the opportunity to lead an established office, grow a client portfolio, influence technology adoption, and directly connect your performance to your compensation.

If you are a CPA or EA ready for greater responsibility, professional autonomy, and uncapped earning potential, we would like to hear from you.