Tax Manager/Director

Jobtailor; North Carolina; On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking an experienced tax professional to lead engagements for partnerships, S-corps, pass-through entities, and high-net-worth individuals. You will consult with clients, review complex returns, and develop team members in a collaborative public accounting environment.

The role emphasizes leadership, client development, and ongoing industry training. A CPA/EA or JD is required, with a minimum of six years in tax at a professional services firm.

Qualifications

• Minimum of 6 years of experience in tax at a public accounting or professional services firm.
• Bachelor's Degree in Accounting, Finance, or related field.
• Active JD, CPA, or EA certification.
• Ability to consult with partnership, S-corp, and pass-through clients.
• Experience with tax planning, succession planning, and business processes.
• Experience leading, scheduling, supervising, and reviewing tax engagements.
• Experience reviewing complex partnership, S-corp, pass-thru, and HNW personal tax returns.

Responsibilities

• Consult with partnership, S-corp, and pass-through clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members.
• Foster and build opportunities for clients, communities, and people.
• Attend industry-leading events and trainings.
• Perform tax procedures according to engagement size and complexity.
• Review complex partnership, S-corp, pass-thru, and HNW personal tax returns.

Skills

Tax Planning

Succession Planning

CPA Certification

Reviewing Complex Tax Returns

Leading Tax Engagements

Team Development

Client Consultation

Opportunity Building

Education

Bachelor's Degree in Accounting/Finance

Job description

• Consult with partnership, S-corp, and pass-through clients on business processes such as succession and tax planning
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members
• Foster and build opportunities for clients, communities, and people
• Attend industry-leading events and trainings
• Perform tax procedures according to engagement size and complexity
• Review complex partnership, S-corp, pass-thru, and HNW personal tax returns

Requirements

• Minimum of 6 years of experience serving in a tax role with public accounting and/or professional services firm
• Bachelor's Degree in Accounting, Finance, or a related field
• Active JD, CPA, or EA certification
• Ability to consult with partnership, S-corp, and pass-through clients
• Experience with tax planning, succession planning, and business processes
• Experience leading, scheduling, supervising, and reviewing tax engagements
• Experience reviewing complex partnership, S-corp, pass-thru, and HNW personal tax returns

Core Competencies

Demonstrates expertise in tax planning, succession planning, and business processes for partnership, S-corp, and pass-through clients. Proven ability to lead tax engagements, review complex tax returns, and develop team members in a public accounting environment.

Highest-signal resume keywords

• Tax Planning
• Succession Planning
• CPA Certification
• Reviewing Complex Tax Returns
• Leading Tax Engagements

ATS Optimization Keywords

Hard Skills

• Tax Procedures
• Business Processes
• Partnership Tax Returns
• S-Corp Tax Returns
• Pass-Through Tax Returns
• HNW Personal Tax Returns

Soft Skills

• Team Development
• Client Consultation
• Opportunity Building

Certifications & Qualifications

• JD
• CPA
• EA

Industry Keywords

• Public Accounting
• Professional Services
• Tax Engagements