Tax Manager

Core Business Advisors, PLLC; Oklahoma; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid/remote work option

Comprehensive benefits

401(k) with firm contribution

Generous PTO and holidays

CPA license renewal support

Job summary

Core Business Advisors, PLLC in Oklahoma City seeks a Tax Manager to own day-to-day tax engagements, review returns, and mentor staff. You will manage a portfolio of client relationships and leverage the firm's tax technology to streamline workflows.

The ideal candidate has 5+ years of public accounting tax, strong multi-state knowledge, and a drive to improve processes. CPA/EA preferred; hybrid or remote options available in the Oklahoma market.

Qualifications

• 5+ years of public accounting tax experience with supervision.
• Strong federal and multi-state tax knowledge across entities.
• Ability to manage multiple engagements and deadlines.
• Comfort with tax technology and workflow improvements.
• Excellent written and verbal communication.

Responsibilities

• Review and supervise federal and multi-state tax returns.
• Research complex tax matters and respond to notices.
• Support client planning and tax-efficient strategies.
• Coach staff and manage client relationships.
• Collaborate with accounting and advisory teams.

Skills

Public accounting tax

Tax research

Client management

Team leadership

Communication skills

Education

CPA/EA

Tools

Lacerte

Canopy

AI tools

Job description

Core Business Advisors, PLLC is an Oklahoma City-based advisory firm providing fractional CFO, tax, accounting, and strategic consulting services to growing businesses. Founded in 2010, our partners collectively hold more than 140 years of financial management experience across industries including real estate, energy, family office, restaurant, medical services, transportation, tech/SaaS, and manufacturing.

We deliver senior-level tax and advisory work built on best-in-class process and technology. As our practice continues to grow, we are expanding our tax team and looking for a technically strong professional who shares our interest in building better, more scalable ways of working.

ROLE SUMMARY

Reporting to the firm's tax leadership, the Tax Manager owns the day-to-day execution and review of tax engagements. You will prepare and review returns across a range of entity types, manage a portfolio of client relationships, coach staff, and put the firm's technology and processes to work on live engagements. This role suits a technically strong practitioner ready to take ownership of quality and client outcomes.

KEY RESPONSIBILITIES

Technical Tax

• Review federal and multi-state returns for pass-through entities, C-corporations, individuals, and trusts, ensuring accuracy and compliance. Some preparation of returns, but limited.
• Review and research complex tax matters and research questions.
• Prepare responses to routine IRS and state tax notices and support the firm on audits and correspondence.
• Support client planning — entity considerations, estimated payments, and tax-efficient strategies — in coordination with senior staff.
• Stay current on legislative and regulatory changes relevant to your engagements.

Process Improvement & Technology

• Use the firm's tax technology platforms fully and help identify practical workflow improvements.
• Follow and help refine standardized procedures, checklists, and quality-control protocols.
• Contribute to the evaluation of new tools, including AI-assisted tax and automation capabilities.

Team Development & Client Management

• Support and coach staff, providing timely feedback and on-the-job development.
• Manage a portfolio of client relationships as a reliable day-to-day point of contact.
• Collaborate with the accounting services and advisory teams on multi-service engagements.

QUALIFICATIONS

Required

• 5+ years of public accounting experience in tax, including review and supervisory responsibility.
• Solid technical proficiency in federal and multi-state income tax across pass-through entities, corporations, and individuals.
• Experience managing multiple engagements and deadlines simultaneously.
• Comfort with tax technology and a willingness to help improve workflows.
• Strong written and verbal communication skills.

Preferred

• CPA or EA, or CPA-eligible/in-progress with strong experience.
• Experience with Lacerte or a similar enterprise tax platform.
• Experience with Canopy or similar practice management software.
• Exposure to AI-driven tax tools, robotic process automation (RPA), or data analytics in a tax context.
• Industry specialization in oil & gas, real estate, or healthcare — sectors prominent in the Oklahoma market.

WHAT WE OFFER

• Competitive compensation commensurate with experience, including a performance-based bonus.
• Flexible work arrangement — this position is open to hybrid (Oklahoma City) or fully remote candidates.
• Comprehensive benefits package: health, dental, vision, life, and disability insurance.
• 401(k) with firm contribution.
• Generous PTO, paid holidays, and flexible scheduling.
• CPA license renewal, CPE reimbursement, and professional membership support.
• A collaborative, entrepreneurial culture where your ideas for process and technology improvement are welcomed and acted upon.