Tax Manager

PriceKubecka LLP; Plano (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Employer-paid health insurance

Wellness program with gym membership

Flexible spending account

Unlimited paid time off

Job summary

PriceKubecka LLP in Plano, TX is seeking a Tax Manager to act as the #2 to the Tax Partner, overseeing a shared book of roughly 50 client relationships and leading a small team of 3–5 staff plus interns during busy season.

The role requires a CPA, 12+ years of tax experience in public accounting, and deep expertise across S-Corps, C-Corps, partnerships, and individuals. The candidate will develop tax strategies and ensure timely, compliant filings.

Qualifications

• CPA license required.
• Bachelor's degree from an accredited four-year university; advanced degree a plus.
• 12+ years of tax experience in public accounting.
• Current experience as a Tax Manager leading a team.
• Experience with S-Corps, C-Corps, partnerships, and individuals.
• Strong tax accounting skills and knowledge of GAAP and tax compliance.

Responsibilities

• Review returns for S-Corps, C-Corps, partnerships, and individuals.
• Review consolidated federal, corporate consolidated, partnership, and state returns.
• Ensure timely, accurate tax filings with quality control.
• Lead a team of 3–5 and mentor interns.
• Develop tax strategies and advise on multi-entity, multi-state issues.

Skills

Tax management

Team leadership

Client relationship

Tax review

Microsoft Excel

Education

CPA license

Bachelor's degree

Tools

CCH Engagement

CCH Access

Job description

Tax Manager

Position Summary

The Tax Manager serves as a true #2 to the Tax Partner. This person takes on roughly 50 client relationships from a shared book of about 100 and leads a team of 3 to 5.

We are looking for an experienced manager, not a senior looking to step up. This is the person the team leans on when a problem gets complicated, including a client with more than 400 entities. Our practice is collaborative, so clients are shared rather than owned. This seat is a real path to Tax Partner.

Responsibilities:

Tax Review & Compliance

• Serve as the primary reviewer on returns for S-Corps, C-Corps, partnerships, and individuals.
• Review consolidated federal, corporate consolidated, partnership, and combined state returns.
• Ensure returns are accurate, compliant with federal, state, and local regulations, and filed by deadlines.
• Minimize errors through rigorous review and adherence to firm quality control standards.

Complex Client Problems & Tax Planning

• Step in and resolve complicated client problems, including multi-entity and multi-state issues.
• Develop and implement tax strategies that fit each client’s financial goals while optimizing tax benefits.
• Monitor changes in tax legislation and give clients timely updates and actionable advice.
• Serve as a subject matter expert for team members and clients on complex tax issues.

Client Relationship Management

• Manage roughly 50 client relationships from a shared book, working collaboratively with the Tax Partner.
• Work directly with clients by phone, video, in person, and at local client sites.
• Communicate regularly on filings and planning opportunities, and address client concerns promptly.
• Proactively identify and recommend tax‑saving opportunities.

Leadership & Team Development

• Lead, mentor, and develop a team of 3 to 5, plus interns during busy season.
• Set clear expectations, delegate appropriately, and give constructive feedback and training.
• Foster a collaborative environment where people ask questions and suggest better ways of working.
• Take load off the Tax Partner as a true #2.

Process, Technology & Billing

• Identify and implement improvements to tax preparation, planning, and compliance workflows.
• Leverage technology to increase productivity and reduce turnaround times.
• Oversee billing for tax clients, ensuring invoices are accurate and timely.
• Track engagement profitability and budget hours, and take corrective action when needed.

Firm Growth & Collaboration

• Expand services with existing clients and support business development, including networking, presentations, and proposals.
• Collaborate with the audit and accounting teams to deliver comprehensive client service.
• Uphold firm standards and risk management policies.

Required Qualifications:

• Active Certified Public Accountant (CPA) license.
• Bachelor’s degree from an accredited four‑year university; advanced degree a plus.
• 12+ years of tax experience in public accounting (12 to 15 years ideal).
• Current experience as a Tax Manager leading a team.
• Broad, hands‑on experience across S-Corps, C-Corps, partnerships, and individuals, with a focus on business clients.
• Strong tax accounting skills, including:
  • S. GAAP and tax compliance
  • Corporate consolidated and consolidated federal returns
  • Partnership returns
  • Combined state returns
• A background at a technology‑driven, paperless firm.
• Proficiency in Microsoft Office, particularly Excel.

Preferred Qualifications:

• Construction or manufacturing tax experience.
• Corporate tax experience.
• Experience with CCH Engagement or CCH Access.

Key Competencies

The successful candidate will demonstrate:

• A jack‑of‑all‑trades command of tax work, and the judgment to handle complicated problems
• Excellent organizational, communication, presentation, and interpersonal skills
• Strong attention to detail and analytical skills
• Strong time management across multiple deadlines and client relationships
• Willingness to ask questions and raise issues early
• Leadership and coaching effectiveness
• Client relationship skills, on video and in person
• A positive attitude
• The personality and ambition to grow into a Tax Partner

Success Measures

Success in this role will be measured by:

• Mastery of the firm’s technology and tax process
• Accurate, compliant returns filed by deadline
• Quality of reviews, with minimal corrections at partner review
• Meeting the department’s budget hours
• Client satisfaction and retention across the assigned book
• Team development and retention
• Engagement profitability and timely, accurate billing
• Process and technology improvements adopted by the team

Job details:

• Job Type:
  • Full-time
  • Reports to Tax Partner
  • 3-5 direct reports plus interns during busy season
• Benefits:
  • 401(k)
  • 401(k) matching
  • Employer-paid health insurance
  • Wellness program with gym membership reimbursement
  • Flexible spending account
  • Unlimited paid time off
• Schedule:
  • 4 days a week in Plano office; 1 day remote
  • 40 hours per week; 45-50 in busy season
• Supplemental pay types:
  • Bonus pay