Tax Manager — Federal & Multistate Compliance

SB & Company, LLC; Nashville (TN); On-site; USD 120,000 - 190,000; Full time

Job summary

SB & Company, LLC is seeking a hands-on Tax Manager to lead federal and multistate tax compliance and planning engagements for partnerships, S corporations, C corporations, closely held businesses, and their owners. This individual will manage the full engagement lifecycle, coach staff, identify planning opportunities, and help establish repeatable processes for a growing national tax practice.

The candidate will supervise, train, and coach staff, coordinate with SALT and other specialists, and

Qualifications

• Bachelor’s degree in accounting, taxation, finance, or related field.
• Active CPA license, active attorney license, or Enrolled Agent credential; CPA preferred.
• At least five years of progressive public-accounting tax experience, with recent responsibility for managing engagements and reviewing work.
• Strong experience with at least two of the following, with the ability to oversee all three: partnerships, S corporations, and C corporations.
• Working knowledge of multistate income/franchise and pass-through entity tax compliance.
• Strong project-management, organizational, technical-research, written-communication, and client-service skills.
• Ability to manage multiple deadlines and remain hands-on during periods of high client demand.

Responsibilities

• Plan, manage, review, and deliver federal, state, and local tax compliance and planning engagements for partnerships, S corporations, C corporations, closely held businesses, and related owners.
• Serve as the day-to-day tax relationship manager for assigned clients, establish expectations, resolve issues, and communicate practical recommendations.
• Review complex returns, workpapers, tax-basis and capital-account calculations, elections, estimates, extensions, and multistate filings.
• Identify planning opportunities involving entity structure, owner compensation and distributions, accounting methods, state pass-through entity taxes, transactions, credits and incentives, private client, and other areas.
• Coordinate with specialists in SALT, international tax, transaction tax, credits and incentives, private client, and other areas when client needs exceed the role’s core expertise.
• Manage engagement scope, budgets, schedules, staffing, realization, billing, collections, risk, and deadline compliance.
• Develop clear information requests, workplans, workpapers, review notes, client deliverables, and status reporting.
• Supervise, train, and coach seniors and staff; delegate effectively and provide timely, specific feedback.
• Support proposals, onboarding, pricing, opportunity recognition, and cross-selling within SBC’s audit and advisory client base.
• Help build and continuously improve the business-tax operating model, including technology use, workflow, quality controls, and knowledge sharing.

Skills

Tax planning

Public accounting

Client service

Project management

Team leadership

Education

Bachelor’s degree in accounting, taxation, finance, or related field

Tools

Tax software

Job description

SB & Company, LLC is seeking a hands-on Tax Manager to lead federal and multistate tax compliance and planning engagements for partnerships, S corporations, C corporations, closely held businesses, and their owners. This individual will manage the full engagement lifecycle, coach staff, identify planning opportunities, and help establish repeatable processes for a growing national tax practice.

The candidate will supervise, train, and coach staff, coordinate with SALT and other specialists, and