Tax Manager $135K-$165K

Whitman Advisory Job Community; Oklahoma City (OK); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

ESOP

Health, Dental, Vision, Life Insurance

Paid holidays & vacation

Collaborative, employee-focused work环境

Job summary

Whitman Advisory Job Community is seeking a Tax & Advisory Services Manager to join its leadership team in Oklahoma City. The role focuses on guiding clients with strategic tax planning, mentoring staff, and growing the firm’s advisory footprint.

The candidate will oversee tax compliance and planning across industries, review filings, and drive business development within an employee-owned organization. A CPA and 5+ years of experience are required.

Qualifications

• Active CPA license required.
• Minimum of 5 years of public accounting or relevant tax experience, including corporate, partnership, trust, and individual returns.
• Supervisory or team leadership experience.
• Strong knowledge of federal and state taxation, tax compliance, and tax planning.
• Excellent communication, analytical, and problem-solving skills.
• Ability to manage multiple engagements, deadlines, and client relationships.
• Commitment to client service, collaboration, and professional development.
• Interest in business development and growth for the firm.

Responsibilities

• Lead and oversee tax compliance, planning, and advisory engagements across industries.
• Review complex federal and state returns for corporate, partnership, trust, and individuals.
• Provide proactive tax planning strategies and client advisory services.
• Conduct technical tax research and guidance on complex matters.
• Serve as trusted advisor and develop long-term client relationships.
• Supervise, coach, and mentor tax professionals; foster career growth.
• Participate in leadership discussions and process improvements.
• Identify opportunities to expand client relationships and new business.

Skills

CPA license

5+ years public accounting

Leadership experience

Tax knowledge

Communication

Problem solving

Client service & development

Education

CPA license

Job description

Industry: Public Accounting | Tax & Advisory Services

About the Opportunity

We are partnering with a well-established, growing public accounting and advisory firm seeking an experienced Tax & Advisory Services Manager to join its leadership team.

This is an excellent opportunity for a CPA who enjoys working closely with clients, providing strategic tax guidance, and mentoring accounting professionals while contributing to the growth of a collaborative, forward-thinking firm.

Our client offers an entrepreneurial environment where professionals are encouraged to take ownership, develop meaningful client relationships, and make a lasting impact.

Key Responsibilities

• Lead and oversee tax compliance, planning, and advisory engagements for a diverse portfolio of clients across multiple industries.
• Review complex federal and state tax returns, including corporate, partnership, trust, and individual filings.
• Provide proactive tax planning strategies and consulting services to help clients achieve their financial and business objectives.
• Conduct technical tax research and provide guidance on complex tax matters.
• Serve as a trusted advisor to clients, developing and maintaining long-term professional relationships.
• Supervise, coach, and mentor tax professionals, supporting their technical development and career growth.
• Participate in leadership discussions and contribute to departmental initiatives and process improvements.
• Identify opportunities to expand existing client relationships and develop new business.

Qualifications

• Active CPA license required.
• Minimum of 5 years of public accounting or relevant tax experience, including preparation of corporate, partnership, trust, and individual tax returns.
• Previous supervisory or team leadership experience.
• Strong knowledge of federal and state taxation, tax compliance, and tax planning.
• Excellent communication, analytical, and problem-solving skills.
• Ability to manage multiple engagements, deadlines, and client relationships effectively.
• Strong commitment to client service, collaboration, and professional development.
• Interest in business development and contributing to the firm's continued growth.
• Competitive annual salary of $135,000–$165,000, depending on qualifications and experience.
• Employee Stock Ownership Plan (ESOP).
• Comprehensive health, dental, vision, and life insurance.
• Paid holidays and vacation.
• Collaborative, employee-focused work environment with opportunities for leadership and career advancement.

Why Consider This Opportunity?

This position offers more than traditional tax management. You will have the opportunity to influence business decisions, lead a talented team, and become a trusted resource for clients while building a long-term career with an employee-owned organization.

If you are an experienced CPA looking for a role that combines technical expertise, leadership, client advisory, and professional growth, we would love to connect.