Tax Manager - Hybrid

CyberCoders; Charlotte (NC); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Vacation/PTO Unlimited

Medical 90% paid by firm

Dental

Vision

401k 100% Match on 5% contributions

Bonus Client incentive bonus 5% for 
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Job summary

CyberCoders in Charlotte, NC seeks an experienced Tax Manager to lead tax engagements across individuals, partnerships, and fiduciaries in a hybrid work model.

You will mentor staff, ensure compliance with federal/state rules, and deliver proactive tax strategies while collaborating with clients and firm specialists to optimize results.

Qualifications

• 5–7 years of public accounting tax experience with returns 1040, 1065, 1041.
• CPA or EA designation required or actively pursuing.
• Strong supervisory and mentoring skills.
• Excellent client-facing communication and tax knowledge.

Responsibilities

• Lead and manage tax engagements from planning through delivery.
• Prepare and review 1040, 1065, and 1041 tax returns.
• Provide technical tax research and interpret tax laws.
• Supervise, mentor, and develop tax staff.
• Review and sign off on returns and schedules with deadlines.
• Coordinate with clients to gather documents and explain positions.
• Collaborate with specialty teams on complex issues.
• Manage client relationships, staffing, and billing.
• Represent clients before taxing authorities when needed.
• Leverage tax software and maintain accurate records.

Skills

Public accounting tax experience

Supervisory experience

Client communication

Tax research

Education

Bachelor's degree in Accounting or Finance

Master's in Taxation (or equivalent)

CPA license or Enrolled Agent (EA) designation

Tools

Tax preparation software

Job description

Tax Manager - Hybrid

Position Overview

We are seeking an experienced Tax Manager to lead and manage tax compliance and planning engagements in a hybrid work environment. The Tax Manager will oversee a portfolio of individual, partnership, and fiduciary returns, guide and mentor staff, ensure compliance with federal and state regulations, and deliver proactive tax strategies to clients. This role is ideal for a hands-on tax professional with public accounting experience who is comfortable working both remotely and in-office to support client needs and firm initiatives.

Key Responsibilities

• Lead and manage tax engagements from planning through delivery, including preparation and review of individual (1040), partnership (1065), and fiduciary (1041) tax returns.
• Provide technical tax research and interpret federal, state, and local tax law to ensure compliance and minimize client tax liabilities.
• Supervise, mentor, and develop tax staff; delegate work, conduct performance reviews, and provide training on technical tax topics and software.
• Review and sign off on tax returns and supporting schedules, ensuring accuracy, completeness, and adherence to firm standards and deadlines.
• Coordinate and communicate with clients to gather documentation, explain tax positions, and present tax planning recommendations.
• Serve as a generalist resource across a range of tax matters; elevate complex issues and collaborate with specialty teams as needed.
• Manage client relationships, including engagement staffing, timelines, billing, and expectations, and support business development efforts.
• Represent clients before taxing authorities when necessary, including responding to notices and participating in examinations.
• Leverage tax software, technology, and workflow tools to improve efficiency and maintain accurate records.
• Stay current with tax law changes, continuing education requirements, and industry best practices, and share knowledge with the team.

Qualifications

• Bachelors degree in Accounting, Finance, or related field; Masters in Taxation or similar advanced degree is a plus.
• Active CPA license or Enrolled Agent (EA) designation required or actively pursuing designation; prior holders of either are strongly preferred.
• Minimum 5-7 years of public accounting tax experience with a strong background preparing and reviewing 1040, 1065, and 1041 returns.
• Proven experience as a Tax Manager or senior tax professional with supervisory responsibilities.
• Demonstrated generalist tax knowledge with the ability to handle diverse client types and industries.
• Strong technical tax research and problem-solving skills, with familiarity interpreting federal, state, and local tax codes.
• Excellent communication and client-facing skills, with proven ability to explain complex tax concepts to non-technical audiences.
• Proficiency with tax preparation software and Microsoft Office; experience with practice management and document management systems preferred.
• Ability to work in a hybrid model, including periodic in-office presence for team collaboration and client meetings, and flexible remote work for focused project tasks.
• High attention to detail, strong organization skills, and commitment to meeting deadlines and firm quality standards.

Benefits

• Vacation/PTO Unlimited
• Medical 90% paid by firm
• Dental
• Vision
• 401k 100% Match on 5% contributions with immediate vesting
• Bonus Client incentive bonus 5% for life of the account, EOY Performance Bonus, Sign on Bonus DOE