Tax Manager

The Agency; Missoula (MT); On-site; USD 110,000 - 150,000; Full time

Job summary

The Agency is assisting in recruiting a Tax Manager for their Missoula, Montana office. The role focuses on handling a meaningful portfolio of individual and business tax engagements, providing technical tax guidance, and developing staff while building strong client relationships.

The successful candidate will oversee tax return preparation (1040, 1065, 1120-S, 1120) and identify planning opportunities, with a direct path toward leadership and potential partnership in the future.

Qualifications

• Active CPA license required.
• 7+ years public accounting tax experience.
• Strong knowledge of federal and state tax regulations.
• Willingness to relocate to Missoula, MT.

Responsibilities

• Review and oversee the preparation of individual, partnership, S‑Corporation, C‑Corporation, trust, and other tax returns for accuracy and quality.
• Serve as trusted tax advisor for a diverse portfolio of small business and individual clients.
• Prepare and review 1040, 1065, 1120-S, and 1120 tax returns with emphasis on small business and individual taxation.
• Mentor, coach, and develop less-experienced team members through technical guidance and feedback.
• Research complex federal and state tax matters and stay current on tax laws and regulations.

Skills

CPA license

7+ years tax exp

Client relationship

Mentoring staff

Tax planning

Job description

Our client, a well-established and growing public accounting firm, is seeking an experienced Tax Manager to join their team in Missoula, Montana. This is an excellent opportunity for a seasoned tax professional who enjoys working directly with clients, handling complex tax matters, leading engagements, and developing less-experienced team members.

The firm provides a broad range of accounting, tax, audit, and advisory services to clients across a variety of industries. The successful candidate will serve as a trusted advisor to clients while providing technical tax expertise, overseeing engagements, delegating work to staff, and helping develop the next generation of accounting professionals.

This role will take on a meaningful portfolio of established clients and offers long-term growth potential, including a direct path toward partnership for the right individual.

Key Responsibilities

• Review and oversee the preparation of individual, partnership, S-Corporation, C-Corporation, trust, and other tax returns for accuracy, compliance, and overall quality.
• Serve as a trusted advisor and primary tax contact for a diverse portfolio of small business and individual clients.
• Prepare and review 1040, 1065, 1120-S, and 1120 tax returns, with particular emphasis on small business and individual taxation.
• Identify tax planning opportunities and provide proactive, strategic recommendations to clients.
• Oversee, delegate, and review tax preparation and related project work performed by staff and senior-level team members.
• Mentor, coach, and develop less-experienced team members through technical guidance, delegation, and ongoing feedback.
• Research complex federal and state tax matters and remain current on evolving tax laws and regulations.
• Collaborate with audit and accounting professionals to deliver comprehensive solutions to clients.
• Assist with engagement planning, workflow management, scheduling, and meeting deadlines during peak tax seasons.
• Develop strong, long-term client relationships while helping ensure a smooth transition of client responsibilities as senior team members retire.

Qualifications

• Active CPA license required.
• 7+ years of public accounting tax experience.
• Extensive experience preparing and reviewing individual and small business tax returns, particularly 1040, 1065, and 1120-S returns.
• Strong knowledge of federal and state tax regulations.
• Demonstrated experience reviewing tax returns and mentoring, supervising, and delegating work to staff.
• Strong technical tax knowledge with the ability to handle a broad range of client situations.
• Experience working with a diverse range of industries and accounting practices.
• Excellent client service, communication, leadership, and organizational skills.
• Ability to manage multiple engagements and priorities in a deadline-driven environment.
• Willingness to relocate to Missoula, Montana.

This position offers the opportunity to take on a significant leadership role within a growing public accounting firm, assume responsibility for an established client portfolio, and have a direct impact on both client success and team development.

The ideal candidate will be someone interested in building a long-term career with the firm, with the potential to progress into a Partner-level role in the future. This is an opportunity to join a team with an established client base, strong supporting staff, and a genuine need for an experienced tax leader who can grow with the organization.