Tax Manager

LanceSoft, Inc.; Wilmington (DE); On-site; USD 110,000 - 160,000; Full time

Job summary

LanceSoft, Inc. in Wilmington, DE seeks an experienced Individual Tax Manager to lead engagements, coach staff, and provide strategic tax guidance for individuals and trusts.

You will manage client relationships, review complex returns, oversee budgets and billing, and contribute to firm growth through proactive planning and exceptional service.

Qualifications

• CPA designation required; 5+ years in public accounting focusing on individual taxation.
• Experience reviewing complex individual and trust returns; strong tax planning.
• Ability to mentor and lead staff; strong communication and leadership.

Responsibilities

• Manage multiple individual and trust tax engagements from planning through completion.
• Review and prepare complex individual, trust returns.
• Oversee engagement budgets, staffing, billing, collections, deadlines.
• Serve as trusted advisor and primary client contact.
• Provide proactive tax planning and solutions for complex matters.
• Build and maintain long-term client relationships.
• Mentor and develop tax staff; collaborate with partners and teams.
• Identify improvements to tax processes and client service.
• Contribute to firm growth through client service and business development.

Skills

Leadership

Client relationships

Tax planning

Mentoring

Education

CPA designation

Tools

CCH Tax

Workstream

Document

Bloomberg Income Tax Planner

Job description

Position Overview

Tax Manager

Location: Wilmington, DE

About the Firm

We are a full-service accounting and advisory firm serving middle-market businesses across a diverse range of industries. With offices throughout Delaware, Pennsylvania, and New Jersey, we value collaboration, technical excellence, client service, and the development of future leaders.

Position Overview

We are seeking an experienced Individual Tax Manager to join our team in a leadership capacity. This role is ideal for a tax professional with strong individual tax expertise who enjoys managing client relationships, leading engagements, developing team members, and providing strategic tax guidance.

Key Responsibilities

• Manage multiple individual and trust tax engagements from planning through completion.
• Review and prepare complex individual, trust, and related tax returns.
• Oversee engagement budgets, staffing, billing, collections, and deadlines.
• Serve as a trusted advisor and primary point of contact for clients.
• Provide proactive tax planning and practical solutions for complex tax matters.
• Build and maintain strong, long-term client relationships.
• Mentor, coach, and develop tax staff while supporting their technical and professional growth.
• Collaborate with partners and internal teams to deliver high-quality work on time.
• Identify opportunities to improve tax processes, efficiency, and client service.
• Contribute to the firm's growth through strong client service and business development.

Qualifications

• CPA designation required.
• 5+ years of public accounting experience with a focus on individual taxation.
• Strong experience reviewing complex individual and trust tax returns.
• Advanced individual tax planning experience.
• Demonstrated ability to manage client relationships and resolve complex tax issues.
• Previous experience mentoring, coaching, or supervising tax professionals.
• Strong communication, organizational, and leadership skills.
• Experience with CCH Tax, Workstream, Document, and Bloomberg Income Tax Planner is a plus.

Ideal Candidate

• The ideal candidate is a hands-on tax professional who combines strong technical knowledge with leadership and client-service skills. They should be comfortable taking ownership of engagements, communicating directly with clients, developing staff, and providing thoughtful tax-planning strategies.