Tax Manager

Brewer Morris; Shelton (CT); Hybrid; USD 150,000 - 170,000; Full time

Benefits offered by this job

401(k) with employer match and profit‑

Employer-paid health insurance for员工

Paid time off

Business casual environment

Collaborative and supportive culture

Job summary

Brewer Morris in Shelton, CT is seeking a hybrid experienced Tax Manager to lead engagements, mentor staff, and serve as a trusted advisor to high-net-worth individuals and closely held businesses. A strong Tax Senior option is also considered for advancement into leadership roles.

The role emphasizes managing client relationships, reviewing complex returns, and delivering high-quality final work products with a dedicated portfolio of clients.

Qualifications

• 7+ years of public accounting tax experience
• Bachelor's or Master's in Accounting or related field
• CPA preferred, but flexibility for the right candidate
• Strong technical tax knowledge across individual and business taxation
• Experience reviewing returns and delivering a high-quality final product
• UltraTax experience is a plus
• Proficiency with QuickBooks, Microsoft Office, and tax software platforms
• Strong communication and relationship-building skills

Responsibilities

• Manage tax engagements from start to finish
• Serve as trusted advisor to clients on tax and financial matters
• Collaborate with attorneys, financial advisors, and outside professionals
• Review and prepare complex individual, corporate, partnership, trust, estate, and gift tax returns
• Develop and implement tax planning strategies for high-net-worth individuals and business owners
• Conduct tax research and communicate findings to clients and firm leadership
• Review and respond to federal and state tax noticesMentor, train, and develop tax staff
• Manage multiple projects while ensuring deadlines and client expectations are met

Skills

Communication skills

Relationship-building

Mentoring staff

Education

Bachelor's or Master's in Accounting or related field

CPA preferred

Tools

UltraTax

QuickBooks

Microsoft Office

Tax software platforms

Job description

A well-established 22-person CPA firm in Shelton, Connecticut is seeking a hybrid experienced Tax Manager to join its growing team. This opportunity is ideal for a tax professional who enjoys managing client relationships, reviewing complex tax returns, mentoring staff, and serving as a trusted advisor to high-net-worth individuals and closely held businesses.

The firm is also open to considering a strong Tax Senior who is ready to take the next step and can demonstrate the technical expertise and confidence to review and sign off on final work product.

Responsibilities

• Manage tax engagements from start to finish
• Serve as a trusted advisor to clients on tax and financial matters
• Collaborate with attorneys, financial advisors, and other outside professionals
• Review and prepare complex individual, corporate, partnership, trust, estate, and gift tax returns
• Develop and implement tax planning strategies for high-net-worth individuals and business owners
• Conduct tax research and communicate findings to clients and firm leadership
• Review and respond to federal and state tax noticesMentor, train, and develop tax staff
• Manage multiple projects while ensuring deadlines and client expectations are met

Qualifications

• 7+ years of public accounting tax experience preferred
• Bachelor's or Master's degree in Accounting or a related field
• CPA preferred, but flexibility for the right candidate
• Strong technical tax knowledge across individual and business taxation
• Experience reviewing returns and delivering a high-quality final product
• UltraTax experience is a plus
• Proficiency with QuickBooks, Microsoft Office, and tax software platforms
• Strong communication and relationship-building skills
• Base Compensation $150,000 - $170,000
• Approximately 90% review / 10% preparation
• Dedicated portfolio of business and individual clients
• Strong preference for candidates with review experience
• Open to candidates from larger firms, including Big 4 backgrounds, who can demonstrate the ability to transition into a more hands-on, client-facing environment
• 401(k) with employer match and profit sharing
• Employer-paid health insurance for employees
• Paid time off
• Business casual environment
• Collaborative and supportive culture
• Clear opportunity for long-term growth and advancement

If you're looking to join a respected CPA firm where you can make an immediate impact, build lasting client relationships, and play a key role in a growing tax practice, let's connect.