Tax Manager

Procyon; United States; Hybrid; USD 135,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Professional development reimbursement

Job summary

Procyon Tax seeks a Tax Manager to oversee preparation and review of individual, business, nonprofit, estate, and trust tax returns, while delivering proactive planning and supervising a 3-4 person team.

The role requires CPA and 7–10 years in public accounting, with strong cross-entity tax knowledge and the ability to manage multiple engagements in a fast-paced environment. Procyon offers a hybrid schedule, training reimbursement, and a compensation range of $135-150K plus bonus.

Qualifications

• CPA license required.
• 7–10 years of public accounting experience.
• Strong knowledge of taxation for individuals, corporations, S corporations, partnerships, nonprofits, trusts, and estates.
• Understanding of small business operations and complex tax planning strategies.
• Experience preparing and reviewing complex tax returns for business, individuals, estates, and trusts.
• Experience with QuickBooks and professional tax software (UltraTax preferred).
• Excellent analytical, organizational, and problem-solving skills.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Strong written, verbal, and interpersonal communication skills.
• Prior experience supervising or mentoring staff is preferred.

Responsibilities

• Prepare and review individual, business, nonprofit, estate, and trust tax returns.
• Review staff work for technical accuracy and compliance with federal and state requirements.
• Manage multiple engagements, ensuring quality and timely completion within the compliance calendar.
• Prepare and review tax projections and develop proactive tax planning strategies.
• Analyze financial statements to identify tax planning opportunities for closely held businesses, owners, and individuals.
• Partner with financial advisors and the planning team to integrate tax strategy into the broader client relationship.

Skills

Analytical skills

Organizational skills

Problem solving

Communication skills

Mentoring staff

Team leadership

Education

CPA license

Public accounting experience

Tools

QuickBooks

UltraTax

Job description

Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,000 clients and are entrusted with nearly $10 Billion of client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm.

This role sits within Procyon Tax, our in-house tax division. Procyon Tax works side by side with our advisors, financial planners, and benefits and risk teams to deliver tax compliance and planning as an integrated part of each client's overall wealth strategy. Ideal candidates will reflect our firm’s personality traits, which are:

Passionate – We show up with energy & enthusiasm every day.

Driven – We work tirelessly to achieve exceptional outcomes.

Approachable – We always make sure people feel welcome.

Candid – We tell it like it is in language you will understand.

Caring – We have your back.

Firm Priorities

• Growth We are committed to growth
• Efficiency We desire to run the firm as efficiently as possible.
• Exceptional Outcomes We want all our clients and team members to have them.

OVERVIEW

The Tax Manager plays a central role within Procyon Tax, overseeing the preparation and review of a broad range of tax returns while delivering proactive tax planning, researching complex tax matters, and supervising a small team of accounting professionals. This role requires deep knowledge of tax issues affecting privately held and owner-managed businesses, as well as individuals with complex tax situations, including trusts and estates. The Tax Manager partners closely with financial advisors and the broader Procyon team to identify planning opportunities and deliver integrated advice across a client's full financial picture. The ideal candidate is technically rigorous and detail oriented, communicates complex tax concepts clearly to clients and colleagues, and thrives leading a team through a demanding compliance calendar.

QUALIFICATIONS

• CPA license required.
• Minimum of 7-10 years of recent public accounting experience.
• Strong knowledge of taxation for individuals, corporations, S corporations, partnerships, nonprofits, trusts, and estates.
• Demonstrated understanding of both small business operations and complex tax planning strategies.
• Experience preparing and reviewing complex business, individual, estate, and trust tax returns.
• Experience with QuickBooks and professional tax software (UltraTax preferred).
• Excellent analytical, organizational, and problem-solving skills.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.
• Strong written, verbal, and interpersonal communication skills.
• Prior experience supervising or mentoring staff is preferred.

JOB DESCRIPTION

Tax Compliance & Review

• Prepare and review individual, business, nonprofit, estate, and trust tax returns.
• Review staff work for technical accuracy and compliance with federal and state requirements.
• Manage multiple engagements simultaneously, ensuring quality standards and timely completion throughout the compliance calendar.
• Prepare and review tax projections and develop proactive tax planning strategies for clients.
• Analyze financial statements to identify tax planning opportunities for closely held businesses, business owners, and individuals.
• Partner with financial advisors and the planning team to integrate tax strategy into the broader client relationship.

Technical Research & Firm Expertise

• Research complex federal and state tax issues and document conclusions to support client recommendations.
• Monitor tax law changes and keep the firm informed of developments affecting clients and internal processes.
• Supervise, mentor, and manage a team of 3-4 staff accountants.
• Provide ongoing coaching and technical training to build depth and consistency across the team.
• Establish workflow priorities and monitor capacity to ensure deadlines are met without compromising quality.

Client Communication

• Communicate directly with clients regarding tax planning, tax compliance, and complex tax matters.
• Translate technical tax concepts into clear, actionable guidance for clients and internal partners.

WHY PROCYON

Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.

Travel

10% of the time for internal firm events

Full / Part-time

Full Time

Hours Per Week

40 hours, minimum

Hours

8:30am-5pm-tax season hours will vary

Salary

$135-150K+ Bonus

Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor