Tax Manager

R & A CPAs; Tucson (AZ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Wellness resources

Job summary

R & A CPAs in Tucson, AZ is seeking a Manager, Tax with strong leadership and advanced technical tax expertise. This exempt role focuses on client service, business development, and delivering outstanding tax engagements.

You will review complex federal and state returns, coordinate planning for sophisticated clients, and lead administrative tax projects while representing the firm in the community; travel up to 50% is required.

Qualifications

• Demonstrates strong leadership and management skills with technical tax expertise.
• Proficient in business development and client service; knowledgeable about firm services.
• Exempt tax department role based in Tucson, AZ; travel up to 50%.
• Reviews complex federal and state returns and coordinates tax planning for clients.

Responsibilities

• Serves as a relationship manager; maintains client communication and onboarding.
• Reviews and approves federal and state income tax returns for individuals, businesses, real estate, and exempt organizations; seeks partner involvement for complex issues.
• Coordinates tax planning and prepares tax plans for more complex clients.
• Leads tax engagement delivery and administrative projects; represents the firm in the community.

Skills

Leadership

Client relationship management

Tax planning

Project management

Business development

Job description

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Wellness resources

Position Overview

The Manager, Tax possesses strong leadership and management skills and a high degree of technical expertise. This role is proficient in business development and client service and knowledgeable about the firm's products and services. This is an exempt position within the Tax department, based in Tucson, AZ, with travel required up to 50%.

Duties and Responsibilities

Client Service

• Serves as a relationship manager; maintains consistent communication with clients and develops strong client relationships through client interaction, networking, and partner support; demonstrates knowledge of client businesses.
• Meets with prospective clients and ensures the successful onboarding of new clients.
• Provides recommendations on business and process improvements to clients.
• Manages the detail review of tax engagement work papers; performs the detail review of the most complex engagements.

Engagement Delivery

• Reviews and approves federal and state income tax returns for individuals, businesses, real estate, and exempt organizations, including high complexity returns. As appropriate, seeks partner involvement where issues require specialized or additional expertise.
• In coordination with the administrative team, ensures the smooth flow of tax returns and fosters continuous improvement efforts. Manages the execution of tax department administrative projects, establishing workflow and project timelines.
• Consistently and professionally represents R&A within the community as a key member of the firm’s leadership team.
• Facilitates the firm’s efficient operation through a variety of administrative duties.
• Handles federal, state, and local tax audits and represents clients before the IRS.
• Analyzes IRS and state notices, drafts and reviews responses prepared by other tax personnel, and manages related communication to clients.
• Directs and coordinates tax planning; prepares tax plans and estimates, actively participating in planning for more complex clients.