Tax Manager

Bluemount Financial, LLC; Phoenix (MD); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

401(k) matching

Healthcare coverage

Generous PTO & holidays

Flexible work schedules

Job summary

Bluemount Financial LLC is seeking a dynamic Tax Manager to lead key client engagements and drive practice growth. You will prepare and review complex tax returns and resolve notices in collaboration with clients and regulatory agencies.

In this role you will supervise junior staff, design departmental processes, and act as the primary liaison with IRS and state tax authorities while delivering proactive tax planning and client communications to strengthen service delivery.

Qualifications

• 5+ years of progressive tax accounting experience.
• CPA license or Enrolled Agent (EA) designation preferred.
• Experience preparing and reviewing complex individual and business tax returns.

Responsibilities

• Prepare and review complex individual and business tax returns.
• Resolve federal and state tax notices by research and drafting responses.
• Direct month-end financial packages and quarterly external reporting.
• Drive process improvements by designing and implementing department best practices.
• Act as liaison with the IRS and state tax authorities to resolve issues.
• Spearhead special projects including system implementations and workflow enhancements.

Skills

Client relationship management

Team leadership & mentorship

Autonomy & collaboration

Professional communication

Attention to detail

Education

CPA or EA designation preferred

Job description

Bluemount Financial LLC is a fast-growing financial services firm seeking a dynamic Tax Manager to lead key client engagements and drive practice growth.

Primary Responsibilities:

• Prepare and review complex individual and business tax returns to ensure accuracy and compliance.
• Resolve federal and state tax notices by conducting thorough research and drafting timely responses.
• Direct the preparation of month-end financial packages and quarterly external reporting deliverables.
• Drive process improvements by designing and implementing departmental best practices.
• Act as primary liaison with the IRS and state tax jurisdictions to negotiate and resolve issues.
• Spearhead special projects, including system implementations, documentation overhaul, and workflow enhancements.

Core Competencies:

• Client Relationship Management: Strengthen client trust by delivering clear, proactive, and timely tax and financial communication.
• Team Leadership & Mentorship: Guide, train, and support junior staff to foster professional growth and technical proficiency.
• Autonomy & Collaboration: Ability to work independently with minimal supervision while collaborating effectively within a team structure.
• Professional Communication: Exceptional verbal and written communication skills with strong phone etiquette.
• Attention to Detail: Meticulous accuracy in review, analysis, and documentation.

MINIMUM QUALIFICATIONS:

Experience: 5+ years of progressive tax accounting experience.

Credentials: CPA license or Enrolled Agent (EA) designation preferred.

BENEFITS:

• Competitive Compensation: Base salary plus performance-based annual bonus.
• Retirement Planning: 401(k) plan with company matching contribution.
• Comprehensive Healthcare: Medical, health, and dental coverage options.
• Time Off: Generous paid time off (PTO) and company-paid holidays.
• Work-Life Balance: Flexible work schedules designed to support personal and family commitments.